← 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
Engineers Gate Manager
Engineers Gate Manager
New York
$8.11M +$6.21M 3 0.55% Increased
127
PFC
Phocas Financial Corp
California
$7.98M +$619K 1 0.63% Increased
128
1M
13D Management
New York
$7.98M -$4.8M 1 2.43% Reduced
129
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$7.77M -$43.7K 2 0.17% Reduced
130
PWAM
Park West Asset Management
California
$7.65M $0 1 0.83% Maintained
131
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.61M -$10.9M 2 0% Reduced
132
PIMJS
PKO Investment Management Joint-Stock
Poland
$7.54M -$844K 1 5.46% Reduced
133
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$7.53M +$1.58M 1 0.06% Increased
134
Citigroup
Citigroup
New York
$7.52M +$2.94M 7 0.01% Increased
135
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$7.5M +$1.33K 3 0.06% Increased
136
Federated Hermes
Federated Hermes
Pennsylvania
$7.43M +$1.7M 6 0.02% Increased
137
BlackRock
BlackRock
New York
$7.4M +$3.11M 6 0.01% Increased
138
MTB
Mizuho Trust & Banking
Japan
$7.39M +$60K 1 0.02% Increased
139
PGCM
Prescott Group Capital Management
Oklahoma
$7.38M $0 2 1.69% Maintained
140
Gotham Asset Management
Gotham Asset Management
New York
$7.31M +$5.25M 1 0.08% Increased
141
FCM
Freshford Capital Management
New York
$7.28M -$27.9M 1 1.64% Reduced
142
Royce & Associates
Royce & Associates
New York
$7.18M +$1.77M 3 0.04% Increased
143
ACPU
Arrowgrass Capital Partners (US)
Delaware
$7.05M +$954K 1 0.09% Increased
144
EWM
Endurance Wealth Management
Rhode Island
$7.04M -$163K 2 1.34% Reduced
145
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$7.03M +$203K 5 0.02% Increased
146
BlackRock Japan
BlackRock Japan
Japan
$6.71M +$174K 3 0.03% Increased
147
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$6.7M +$2.18M 2 0.06% Increased
148
Elliott Management
Elliott Management
New York
$6.57M +$7.38M 1 0.08% New
149
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$6.56M -$453K 3 0.13% Reduced
150
MCM
McRae Capital Management
New Jersey
$6.51M +$28.1K 1 3.12% Increased
4 5
6
7 8