← 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
126	EI EAM Investors Solana Beach, California	$7.35M	-$345K	3	1.32%	Reduced
127	Arrowstreet Capital Boston, Massachusetts	$7.24M	-$793K	6	0.04%	Reduced
128	EWM Endurance Wealth Management Providence, Rhode Island	$7.17M	+$384K	1	1.39%	Increased
129	OAM Oxford Asset Management Oxford, United Kingdom	$6.99M	-$12M	1	0.2%	Reduced
130	WSA Wall Street Associates Lajolla, California	$6.98M	+$7.02M	1	0.57%	New
131	RhumbLine Advisers Boston, Massachusetts	$6.9M	-$229K	8	0.02%	Reduced
132	Russell Frank Company Seattle, Washington	$6.89M	-$2.65M	5	0.01%	Reduced
133	HCM Howland Capital Management Boston, Massachusetts	$6.79M	+$512K	1	0.77%	Increased
134	JGC J. Goldman & Co New York	$6.78M	+$2.69M	1	0.5%	Increased
135	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$6.68M	+$4.94M	2	0.64%	Increased
136	Zevenbergen Capital Investments Edmonds, Washington	$6.59M	+$121K	1	0.24%	Increased
137	SAM Steinberg Asset Management New York	$6.48M	-$37.5K	1	0.38%	Reduced
138	OCMI Oaktop Capital Management II Chatham, New Jersey	$6.41M	+$4.67M	1	1.64%	Increased
139	CPIM Columbia Partners Investment Management Alexandria, Virginia	$6.37M	-$958K	2	0.28%	Reduced
140	Fuller & Thaler Asset Management San Mateo, California	$6.28M	-$762K	3	0.3%	Reduced
141	BCM BBT Capital Management Fort Worth, Texas	$6.27M	+$5.66M	1	0.28%	New
142	PFC Phocas Financial Corp Alameda, California	$6.08M	-$465K	1	0.58%	Reduced
143	Macquarie Group Sydney, NSW 2000, Australia	$5.99M	-$82.8K	2	0.01%	Reduced
144	Capital International Investors Los Angeles, California	$5.91M	$0	1	0.02%	Maintained
145	Royce & Associates New York	$5.83M	-$375K	3	0.02%	Reduced
146	MTB Mizuho Trust & Banking Tokyo, Japan	$5.81M	-$172K	1	0.02%	Reduced
147	Emerald Advisers Leola, Pennsylvania	$5.81M	+$2.29M	2	0.33%	Increased
148	Millennium Management New York	$5.64M	-$2.45M	7	0.02%	Reduced
149	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$5.54M	-$267K	2	0.03%	Reduced
150	KSC Kendall Square Capital San Francisco, California	$5.53M	+$4.32M	1	7.15%	Increased