← 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
1076	PCMF Private Capital Management (Florida) Naples, Florida	$5.18M	-$129K	1	0.46%	Reduced
1077	ACM Archon Capital Management Seattle, Washington	$5.18M	-$3.88M	2	2.1%	Reduced
1078	SOW State of Wyoming Cheyenne, Wyoming	$5.16M	+$709K	18	0.52%	Increased
1079	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$5.16M	+$389K	1	1.01%	Increased
1080	PCM Prelude Capital Management New York	$5.16M	+$299K	8	0.38%	Increased
1081	NorthRock Partners Minneapolis, Minnesota	$5.14M	-$1.3M	2	0.07%	Reduced
1082	MIC Meridian Investment Counsel Lafayette, California	$5.12M	-$218K	1	1.1%	Reduced
1083	OL Odyssean LLC Darien, Connecticut	$5.12M	+$2.74M	5	0.83%	Increased
1084	NG Norden Group Provo, Utah	$5.07M	-$16.1K	2	0.42%	Reduced
1085	Ghisallo Capital Management Boston, Massachusetts	$5.07M	-$14.3M	2	0.1%	Reduced
1086	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$5.05M	-$3.33M	2	0.16%	Reduced
1087	SIC Schwartz Investment Counsel Plymouth, Michigan	$5.05M	+$97.7K	1	0.17%	Increased
1088	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$5.02M	+$5.87M	1	0.62%	New
1089	Segall Bryant & Hamill Chicago, Illinois	$5.02M	+$1.4M	2	0.06%	Increased
1090	CFLC California First Leasing Corp Newport Beach, California	$4.98M	$0	1	1.06%	Maintained
1091	KFA Kapstone Financial Advisors Lebanon, Ohio	$4.97M	+$263K	1	2.08%	Increased
1092	NICM Neo Ivy Capital Management New York	$4.96M	-$3.38M	1	1.14%	Reduced
1093	KFP KMG Fiduciary Partners Toledo, Ohio	$4.95M	+$635K	1	0.46%	Increased
1094	Capital International Inc Los Angeles, California	$4.93M	+$1.71M	1	0.03%	Increased
1095	MNBTD Moody National Bank Trust Division Galveston, Texas	$4.92M	+$769K	5	0.41%	Increased
1096	AIP Almanack Investment Partners Wayne, Pennsylvania	$4.91M	+$4.32M	3	0.63%	Increased
1097	QIM Quest Investment Management Lake Oswego, Oregon	$4.91M	+$462K	1	0.57%	Increased
1098	TCM Twin Capital Management Mcmurray, Pennsylvania	$4.9M	+$179K	2	0.54%	Increased
1099	ECM Engine Capital Management New York	$4.9M	+$4.7M	1	0.48%	New
1100	SGA Strategic Global Advisors Newport Beach, California	$4.87M	+$978K	2	0.69%	Increased