← 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	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$12.9M	+$1.2M	1	1.19%	Increased
102	DekaBank Deutsche Girozentrale Frankfurt, Germany	$12.6M	+$2.21M	2	0.08%	Increased
103	Marshall Wace North America New York	$12.3M	+$2.57M	2	0.07%	Increased
104	Panagora Asset Management Boston, Massachusetts	$12.2M	+$6.93M	4	0.05%	Increased
105	AAM AMI Asset Management Los Angeles, California	$12.2M	-$498K	1	0.87%	Reduced
106	OAM Oxford Asset Management Oxford, United Kingdom	$12.1M	+$322K	4	0.23%	Increased
107	HIM Herald Investment Management London, United Kingdom	$12.1M	+$974K	2	3.36%	Increased
108	Parametric Portfolio Associates Seattle, Washington	$11.9M	+$319K	5	0.01%	Increased
109	CAM Cortina Asset Management Milwaukee, Wisconsin	$11.8M	-$2.81M	1	0.56%	Reduced
110	Russell Investments Group London, United Kingdom	$11M	+$1.44M	5	0.02%	Increased
111	MSL Mackay Shields LLC New York	$10.7M	-$5.33M	4	0.07%	Reduced
112	AC Ascend Capital Orinda, California	$10.6M	+$2.31M	1	0.5%	Increased
113	Canada Life Winnipeg, Manitoba, Canada	$10.4M	+$111K	3	0.02%	Increased
114	II Ibex Investors Denver, Colorado	$10.2M	+$2.39M	1	5.79%	Increased
115	RhumbLine Advisers Boston, Massachusetts	$10.1M	+$450K	6	0.02%	Increased
116	Loomis, Sayles & Company Boston, Massachusetts	$10.1M	-$46.7K	1	0.02%	Reduced
117	Principal Financial Group Des Moines, Iowa	$10M	+$362K	3	0.01%	Increased
118	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$10M	+$821K	3	1.88%	Increased
119	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$9.77M	-$785K	9	0.01%	Reduced
120	Barclays London, United Kingdom	$9.19M	-$12.2M	8	0.01%	Reduced
121	SEI Investments Oaks, Pennsylvania	$9.17M	+$1.54M	5	0.03%	Increased
122	IECM Intrinsic Edge Capital Management Chicago, Illinois	$9.08M	+$8.2M	2	1.07%	New
123	UC Unterberg Capital New York	$8.62M	+$1.45M	2	10.22%	Increased
124	GGPE Golden Gate Private Equity San Francisco, California	$8.58M	+$531K	3	5.25%	Increased
125	ACM Ashford Capital Management Wilmington, Delaware	$8.34M	-$91.7K	1	1.1%	Reduced