← 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
76	Point72 Asset Management Stamford, Connecticut	$17M	+$15.2M	1	0.11%	New
77	PM Platinum Management New York	$16.9M	+$7.82M	1	2.4%	Increased
78	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$15.9M	-$229K	5	0.04%	Reduced
79	First Trust Advisors Wheaton, Illinois	$15.7M	-$1.48M	2	0.07%	Reduced
80	WAM Winslow Asset Management Beachwood, Ohio	$15.6M	+$141K	1	2.58%	Increased
81	Braun Stacey Associates New York	$15.5M	+$14.6M	1	0.92%	New
82	SM SLS Management New York	$15.2M	+$325K	1	10.41%	Increased
83	Jacobs Levy Equity Management Florham Park, New Jersey	$15.2M	+$10.5M	3	0.25%	Increased
84	BCA Bernzott Capital Advisors Camarillo, California	$15.1M	+$2.33M	1	3.46%	Increased
85	Managed Account Advisors Jersey City, New Jersey	$14.9M	-$2.54M	5	0.02%	Reduced
86	KI Kalmar Investments Greenville, Delaware	$14.7M	+$3.99M	1	0.25%	Increased
87	TAM THB Asset Management Norwalk, Connecticut	$14.3M	+$3.47M	2	0.89%	Increased
88	VOYA Investment Management Atlanta, Georgia	$14.3M	-$974K	4	0.03%	Reduced
89	BlackRock Investment Management Wilmington, Delaware	$13.8M	-$325K	10	0.02%	Reduced
90	JP Morgan Chase New York	$13.7M	-$679K	2	0%	Reduced
91	Bank of America Charlotte, North Carolina	$13.6M	+$2.5M	9	0%	Increased
92	PWAM Park West Asset Management San Francisco, California	$13.2M	+$1.71M	1	1.73%	Increased
93	Barclays London, United Kingdom	$12.6M	+$4.03M	8	0.01%	Increased
94	DCM Destrier Capital Management New York	$12.5M	-$2.75M	3	4.16%	Reduced
95	Brandes Investment Partners La Jolla, California	$11.8M	+$3.6M	1	0.14%	Increased
96	Raymond James & Associates St Petersburg, Florida	$11.8M	+$2.35M	1	0.07%	Increased
97	Parametric Portfolio Associates Seattle, Washington	$11.7M	+$727K	5	0.03%	Increased
98	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$11.4M	-$324K	1	0.02%	Reduced
99	FI Fosun International Hong Kong, China	$11.4M	+$2.08M	1	3.4%	Increased
100	OAM Origin Asset Management London, United Kingdom	$11.3M	+$10.6M	1	0.73%	New