← 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
101	TAM THB Asset Management Norwalk, Connecticut	$10.1M	+$7.19M	2	0.6%	Increased
102	State Board of Administration of Florida Retirement System Tallahassee, Florida	$9.86M	-$1M	5	0.03%	Reduced
103	PWAM Park West Asset Management San Francisco, California	$9.85M	+$9.9M	1	1.12%	New
104	LOM Loeb Offshore Management New York	$9.71M	+$8.47M	1	2.78%	Increased
105	USAA United Services Automobile Association San Antonio, Texas	$9.49M	+$86.5K	2	0.04%	Increased
106	Verition Fund Management Greenwich, Connecticut	$9.39M	+$5.26M	2	1.43%	Increased
107	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$9.24M	-$5.77M	1	3.71%	Reduced
108	OMC Overbrook Management Corp New York	$9.12M	-$4.81M	1	1.74%	Reduced
109	KI Kalmar Investments Greenville, Delaware	$8.86M	+$8.91M	1	0.15%	New
110	ICM Invicta Capital Management New York	$8.82M	-$3.45M	1	4.88%	Reduced
111	RAM Roanoke Asset Management Jersey City, New Jersey	$8.52M	+$54.5K	3	3.76%	Increased
112	Raymond James & Associates St Petersburg, Florida	$8.41M	+$3.62M	1	0.06%	Increased
113	FI Fosun International Hong Kong, China	$8.26M	+$7.46M	1	2.54%	New
114	PM Platinum Management New York	$8.25M	+$4.47M	1	3.9%	Increased
115	BPIM Brant Point Investment Management New York	$8.23M	+$3.57M	2	0.79%	Increased
116	CC Clearline Capital New York	$8.22M	-$7M	1	1.87%	Reduced
117	BAMCO Inc New York	$8.14M	+$7.91M	1	0.03%	Increased
118	Coatue Management New York	$7.98M	-$21.4M	1	0.14%	Reduced
119	GP GLG Partners London, United Kingdom	$7.97M	+$7.19M	1	0.16%	New
120	Barclays London, United Kingdom	$7.94M	-$4.27M	9	0.01%	Reduced
121	Swiss National Bank Zurich, Switzerland	$7.92M	+$483K	4	0.03%	Increased
122	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$7.92M	-$63.5K	1	0.02%	Reduced
123	LAM Lapides Asset Management Greenwich, Connecticut	$7.84M	$0	1	1.1%	Maintained
124	Brandes Investment Partners La Jolla, California	$7.67M	+$398K	1	0.1%	Increased
125	SAM Sentinel Asset Management Montpelier, Vermont	$7.47M	+$780K	1	0.15%	Increased