← 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	KIM Kestrel Investment Management San Mateo, California	$7.23M	+$7.42M	1	2.99%	New
127	Robeco Institutional Asset Management Rotterdam, Netherlands	$7.23M	+$824K	1	0.05%	Increased
128	SG Americas Securities New York	$7.18M	-$15.8M	2	0.05%	Reduced
129	Societe Generale	$7.18M	+$7.46M	2	0.05%	New
130	PP PDT Partners New York	$7.14M	+$1.97M	2	0.57%	Increased
131	Commonwealth Equity Services Waltham, Massachusetts	$7.08M	-$188K	1	0.06%	Reduced
132	BlackRock New York	$7.06M	+$1.35M	6	0.01%	Increased
133	RhumbLine Advisers Boston, Massachusetts	$7.05M	+$1.31M	6	0.02%	Increased
134	Gateway Investment Advisers Cincinnati, Ohio	$6.95M	$0	1	0.06%	Maintained
135	ACM Archon Capital Management Seattle, Washington	$6.82M	$0	1	8.21%	Maintained
136	GIPM G2 Investment Partners Management New York	$6.79M	+$6.79M	2	3.13%	Increased
137	PFC Phocas Financial Corp Alameda, California	$6.66M	+$411K	1	0.49%	Increased
138	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$6.63M	+$1.98M	2	0.01%	Increased
139	FCM Freshford Capital Management Rye Brook, New York	$6.54M	-$1.45M	1	1.92%	Reduced
140	Parametric Portfolio Associates Seattle, Washington	$6.47M	-$1.33M	5	0.01%	Reduced
141	Putnam Investments Boston, Massachusetts	$6.4M	-$995K	2	0.02%	Reduced
142	Teacher Retirement System of Texas Austin, Texas	$6.14M	+$784K	3	0.04%	Increased
143	Royce & Associates New York	$6.04M	+$478K	3	0.04%	Increased
144	MTB Mizuho Trust & Banking Tokyo, Japan	$5.93M	+$39.2K	1	0.02%	Increased
145	Allianz Asset Management Munich, Germany	$5.87M	-$4.55M	3	0.01%	Reduced
146	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$5.81M	+$1.27M	2	1.4%	Increased
147	DCM Destrier Capital Management New York	$5.8M	-$237K	2	3.88%	Reduced
148	OCMI Oaktop Capital Management II Chatham, New Jersey	$5.74M	$0	1	1.39%	Maintained
149	MRM Michael R. Murphy	$5.42M	+$1.36M	2	2.13%	Increased
150	MCM McKinley Capital Management Anchorage, Alaska	$5.42M	-$1.5K	1	0.26%	Reduced