← 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	Managed Account Advisors Jersey City, New Jersey	$20.2M	+$4.18M	5	0.02%	Increased
77	Braun Stacey Associates New York	$18.7M	-$839K	1	1.14%	Reduced
78	Eagle Asset Management St Petersburg, Florida	$18.3M	-$603K	2	0.11%	Reduced
79	Empyrean Capital Partners Los Angeles, California	$18.2M	$0	1	1.04%	Maintained
80	Loomis, Sayles & Company Boston, Massachusetts	$18.1M	-$4.31M	1	0.05%	Reduced
81	Charles Schwab San Francisco, California	$18.1M	-$1.59M	5	0.03%	Reduced
82	BCA Bernzott Capital Advisors Camarillo, California	$17.6M	-$184K	1	3.83%	Reduced
83	VOYA Investment Management Atlanta, Georgia	$17.4M	+$170K	4	0.04%	Increased
84	BlackRock Advisors Wilmington, Delaware	$17.1M	+$11.7M	5	0.02%	Increased
85	ACM Archon Capital Management Seattle, Washington	$16.8M	-$5.67M	2	11.85%	Reduced
86	SM SLS Management New York	$16.8M	-$2.14M	1	9.72%	Reduced
87	Pictet Asset Management (UK) London, United Kingdom	$16.6M	+$1.77M	2	0.07%	Increased
88	BlackRock Investment Management Wilmington, Delaware	$16.5M	+$1.05M	10	0.02%	Increased
89	Barclays London, United Kingdom	$16.4M	-$193K	6	0.02%	Reduced
90	ArrowMark Colorado Holdings Denver, Colorado	$16.1M	-$2.64M	2	0.41%	Reduced
91	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$15.7M	+$138K	5	0.04%	Increased
92	TAM THB Asset Management Norwalk, Connecticut	$15.5M	+$1.08M	3	1.03%	Increased
93	Royce & Associates New York	$14.5M	+$7.55M	4	0.05%	Increased
94	Legal & General Group London, United Kingdom	$14.5M	-$281K	4	0.02%	Reduced
95	BPIM Brant Point Investment Management New York	$13.4M	-$3.98M	2	1.26%	Reduced
96	OAM Origin Asset Management London, United Kingdom	$13.4M	-$463K	1	1.02%	Reduced
97	CPIM Columbia Partners Investment Management Alexandria, Virginia	$13.3M	-$1.47M	1	0.69%	Reduced
98	NC Northpointe Capital Bloomfield Hills, Michigan	$13.3M	+$2.85M	2	1.6%	Increased
99	ACM Ashford Capital Management Wilmington, Delaware	$12.8M	+$10.4M	2	2.56%	Increased
100	RC Rivulet Capital Summit, New Jersey	$12.5M	-$6.58M	1	10.43%	Reduced