← 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	Barclays London, United Kingdom	$8.69M	-$4.49M	5	0.01%	Reduced
102	ACM Archon Capital Management Seattle, Washington	$8.65M	+$584K	1	7.6%	Increased
103	UBS Group Zurich, Switzerland	$8.53M	+$838K	11	0.01%	Increased
104	Tocqueville Asset Management New York	$8.44M	$0	2	0.11%	Maintained
105	State Board of Administration of Florida Retirement System Tallahassee, Florida	$8.28M	+$7.08K	5	0.03%	Increased
106	GAI General American Investors New York	$8.25M	+$1.72M	1	0.74%	Increased
107	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$8.17M	+$179K	1	0.02%	Increased
108	OCMI Oaktop Capital Management II Chatham, New Jersey	$8.09M	+$143K	1	1.82%	Increased
109	BCM Brown Capital Management Baltimore, Maryland	$8.01M	-$22.3M	1	0.14%	Reduced
110	PFC Phocas Financial Corp Alameda, California	$7.89M	+$666K	1	0.67%	Increased
111	ING Group Amsterdam, Netherlands	$7.86M	-$808K	1	0.05%	Reduced
112	AC Amici Capital New York	$7.85M	-$19.7M	1	0.38%	Reduced
113	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$7.69M	-$1.11M	2	1.86%	Reduced
114	Cubist Systematic Strategies Stamford, Connecticut	$7.68M	+$6.41M	2	0.39%	Increased
115	Public Employees Retirement Association of Colorado Denver, Colorado	$7.64M	+$1.25M	3	0.07%	Increased
116	Axa Paris, France	$7.57M	+$7.54M	3	0.03%	Increased
117	LAM Lapides Asset Management Greenwich, Connecticut	$7.54M	+$3.46M	1	1.3%	Increased
118	Russell Frank Company Seattle, Washington	$7.42M	+$1.64M	4	0.01%	Increased
119	PWAM Park West Asset Management San Francisco, California	$7.36M	+$1.48M	1	0.67%	Increased
120	ACM Ashford Capital Management Wilmington, Delaware	$7.36M	-$6.76M	1	1.73%	Reduced
121	Citadel Advisors Miami, Florida	$7.32M	-$610K	4	0.01%	Reduced
122	IAM Impax Asset Management Portsmouth, New Hampshire	$7.28M	$0	1	0.43%	Maintained
123	RAM Roanoke Asset Management Jersey City, New Jersey	$7.03M	-$46.6K	2	2.58%	Reduced
124	AAM Aureus Asset Management Boston, Massachusetts	$6.99M	+$1.18M	1	1.74%	Increased
125	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$6.94M	+$7.32M	1	6.29%	New