← 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	Braun Stacey Associates New York	$19.7M	-$186K	1	1.15%	Reduced
77	Susquehanna International Group Bala Cynwyd, Pennsylvania	$19.6M	-$11.7M	8	0.01%	Reduced
78	BlackRock Investment Management Wilmington, Delaware	$19.3M	+$2.77M	10	0.03%	Increased
79	Eagle Asset Management St Petersburg, Florida	$19M	-$283K	2	0.11%	Reduced
80	Loomis, Sayles & Company Boston, Massachusetts	$18.9M	-$335K	1	0.05%	Reduced
81	First Trust Advisors Wheaton, Illinois	$18.6M	+$377K	2	0.05%	Increased
82	SM SLS Management New York	$18.5M	+$597K	1	10.5%	Increased
83	BCA Bernzott Capital Advisors Camarillo, California	$18.4M	-$331K	1	4.08%	Reduced
84	Teachers Advisors New York	$18.3M	+$913K	5	0.03%	Increased
85	Segall Bryant & Hamill Chicago, Illinois	$18M	+$5.29M	1	0.41%	Increased
86	ArrowMark Colorado Holdings Denver, Colorado	$18M	+$1.51M	2	0.47%	Increased
87	SRFM Shannon River Fund Management New York	$17.7M	-$12.8M	1	2.03%	Reduced
88	FCM Freshford Capital Management Rye Brook, New York	$15.7M	-$9.09M	1	2.69%	Reduced
89	Barclays London, United Kingdom	$15.5M	-$1.45M	6	0.02%	Reduced
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$15.4M	-$242K	5	0.04%	Reduced
91	NC Northpointe Capital Bloomfield Hills, Michigan	$15.3M	+$1.09M	1	1.66%	Increased
92	Legal & General Group London, United Kingdom	$15.1M	+$540K	4	0.02%	Increased
93	Royce & Associates New York	$14M	+$298K	4	0.05%	Increased
94	ACM Ashford Capital Management Wilmington, Delaware	$14M	+$1.04M	2	2.86%	Increased
95	OAM Origin Asset Management London, United Kingdom	$14M	-$231K	1	1.03%	Reduced
96	TCM Tekne Capital Management New York	$14M	+$13M	1	2.25%	New
97	VCM Venator Capital Management Toronto, Ontario, Canada	$13.8M	+$3.94M	1	13.41%	Increased
98	ACM Archon Capital Management Seattle, Washington	$13.4M	+$169K	2	11.76%	Increased
99	VOYA Investment Management Atlanta, Georgia	$13.4M	-$244K	4	0.03%	Reduced
100	Calamos Advisors Naperville, Illinois	$13.3M	+$7.48M	1	0.08%	Increased