← 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	Citigroup New York	$11.4M	+$8.41M	7	0.01%	Increased
102	GIPM G2 Investment Partners Management New York	$11.3M	+$3.87M	3	3.8%	Increased
103	American Century Companies Kansas City, Missouri	$11.2M	+$4.95M	1	0.01%	Increased
104	AAP Ardsley Advisory Partners Stamford, Connecticut	$11.2M	+$10.1M	1	1.47%	New
105	Bank of America Charlotte, North Carolina	$10.9M	-$1.06M	8	0%	Reduced
106	OAM Oxford Asset Management Oxford, United Kingdom	$10.8M	+$1.31M	1	0.25%	Increased
107	GP Grow Partners San Diego, California	$10.8M	-$1.72M	2	9.66%	Reduced
108	NC Northpointe Capital Bloomfield Hills, Michigan	$10.1M	+$3.29M	2	1.07%	Increased
109	RAM Roanoke Asset Management Jersey City, New Jersey	$9.61M	-$813K	3	3.94%	Reduced
110	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$9.45M	+$98.4K	1	0.02%	Increased
111	Raymond James & Associates St Petersburg, Florida	$9.35M	-$405K	1	0.05%	Reduced
112	FI Fosun International Hong Kong, China	$9.33M	$0	1	1.37%	Maintained
113	VAM Visium Asset Management New York	$9.3M	+$2.3M	2	0.14%	Increased
114	Soros Fund Management New York	$9.11M	+$4.72M	2	0.07%	Increased
115	Invesco Atlanta, Georgia	$9.06M	-$967K	6	0%	Reduced
116	State Board of Administration of Florida Retirement System Tallahassee, Florida	$9M	-$254K	5	0.03%	Reduced
117	Federated Hermes Pittsburgh, Pennsylvania	$8.79M	-$3.27M	2	0.03%	Reduced
118	OCMI Oaktop Capital Management II Chatham, New Jersey	$8.52M	+$1.58M	1	2.11%	Increased
119	LAM Lapides Asset Management Greenwich, Connecticut	$8.49M	+$10.1K	1	1.2%	Increased
120	SFM Sphera Funds Management Tel Aviv, Israel	$8.42M	+$851K	1	1.04%	Increased
121	TCM Tygh Capital Management Portland, Oregon	$8.41M	+$6.35M	1	1.84%	Increased
122	Swiss National Bank Zurich, Switzerland	$8.29M	-$131K	5	0.03%	Reduced
123	Coatue Management New York	$7.17M	$0	1	0.07%	Maintained
124	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$7.01M	-$429K	1	0.02%	Reduced
125	Capital International Investors Los Angeles, California	$7M	$0	1	0.02%	Maintained