← All themes Artificial Intelligence

AI Software & Applications

AI software and applications are the products that turn a model into a job someone will pay for — code assistants, document processing, drug discovery platforms, and vertical tools. Value here depends on distribution and data access rather than on model size.

85 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
726	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$13.6M	-$1.11M	1	2.22%	Reduced
727	Kornitzer Capital Management Shawnee Mission, Kansas	$13.6M	+$4.55M	2	0.28%	Increased
728	PC Panoramic Capital Larkspur, California	$13.6M	+$6.16M	3	5.84%	Increased
729	CFM Compass Financial Management Tampa, Florida	$13.3M	+$13.7M	7	1.61%	New
730	SteelPeak Wealth Woodland Hills, California	$13.3M	-$25.1M	3	0.34%	Reduced
731	Great Lakes Advisors Chicago, Illinois	$13.2M	-$890K	4	0.1%	Reduced
732	NAM Nutshell Asset Management Sevenoaks, United Kingdom	$13.2M	+$12.3M	1	4.39%	New
733	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$13M	+$49.6K	2	0.15%	Increased
734	YCM Yiheng Capital Management San Francisco, California	$13M	-$7.64M	1	4.45%	Reduced
735	TC Trilogy Capital Irvine, California	$12.9M	+$6.75M	2	0.5%	Increased
736	Sterling Capital Management Charlotte, North Carolina	$12.9M	+$1.02M	20	0.22%	Increased
737	Longaeva Partners Chicago, Illinois	$12.8M	+$13.5M	4	0.28%	New
738	Empower Advisory Group Greenwood Village, Colorado	$12.8M	+$2.4M	2	0.03%	Increased
739	Davidson Kempner Capital Management New York	$12.8M	+$11M	3	0.15%	Increased
740	WhitTier Trust Company Reno, Nevada	$12.7M	-$237K	4	0.24%	Reduced
741	Banque Pictet & Cie Geneva 73, Switzerland	$12.7M	-$245K	1	0.08%	Reduced
742	BOK Financial Tulsa, Oklahoma	$12.7M	+$315K	3	0.18%	Increased
743	Adapt Investment Managers Geneva, Switzerland	$12.7M	+$14.8M	1	0.1%	Increased
744	MGO One Seven Beachwood, Ohio	$12.6M	+$796K	4	0.21%	Increased
745	NAM NTV Asset Management Charleston, West Virginia	$12.6M	+$184K	1	1.23%	Increased
746	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$12.5M	+$3M	1	3.63%	Increased
747	MFAM Motley Fool Asset Management Alexandria, Virginia	$12.5M	-$3.94M	1	0.48%	Reduced
748	TFA Teamwork Financial Advisors San Antonio, Texas	$12.4M	+$1.1M	1	1.12%	Increased
749	GIP Granite Investment Partners El Segundo, California	$12.4M	-$4.79M	2	0.63%	Reduced
750	Kingswood Wealth Advisors San Diego, California	$12.3M	+$1.04M	3	0.5%	Increased