← 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
751
Weiss Asset Management
Weiss Asset Management
Massachusetts
$12.3M -$5.75M 3 0.13% Reduced
752
BWP
Balboa Wealth Partners
Arizona
$12.3M +$58K 2 1.67% Increased
753
HCM
Hodges Capital Management
Texas
$12.3M +$46.9K 2 0.81% Increased
754
TMC
Themes Management Co
Connecticut
$12.2M -$95.8K 11 8.12% Reduced
755
MSA
MUFG Securities Americas
New York
$12.2M +$1.1M 2 0.63% Increased
756
EP Wealth Advisors
EP Wealth Advisors
California
$12.2M +$4.77M 6 0.05% Increased
757
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$12.2M +$4.91M 2 0.24% Increased
758
AI
Atom Investors
Texas
$12.1M +$9.21M 6 1.08% Increased
759
IGGA
Iron Gate Global Advisors
Utah
$12.1M +$551K 1 1.17% Increased
760
RWM
Rockline Wealth Management
New York
$12.1M -$890K 1 2.31% Reduced
761
Larson Financial Group
Larson Financial Group
Missouri
$12.1M +$3.77M 17 0.32% Increased
762
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$12M +$5.76M 3 0.1% Increased
763
FA
Faithward Advisors
Pennsylvania
$11.9M -$603K 1 1.46% Reduced
764
Seven Grand Managers
Seven Grand Managers
New York
$11.9M +$3.89M 2 0.48% Increased
765
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$11.9M +$907K 5 0.07% Increased
766
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$11.7M +$10.7M 6 0.24% Increased
767
KLWA
Kelly Lawrence W & Associates
California
$11.7M +$10.9M 1 2.49% New
768
AP
Archon Partners
New Jersey
$11.7M $0 1 1.25% Maintained
769
OIMU
Osmosis Investment Management UK
United Kingdom
$11.6M -$13.1M 2 0.54% Reduced
770
1CM
1492 Capital Management
Wisconsin
$11.6M -$1.2M 4 3.44% Reduced
771
UAG
United Advisor Group
Ohio
$11.6M +$149K 1 1.23% Increased
772
CICI
Capital Investment Counsel Inc
North Carolina
$11.6M +$193K 1 1.25% Increased
773
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$11.6M -$541K 2 0.22% Reduced
774
Davenport & Co
Davenport & Co
Virginia
$11.6M +$318K 2 0.06% Increased
775
MYAM
Meiji Yasuda Asset Management
Japan
$11.4M +$619K 2 0.51% Increased