← 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	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$7.2M	+$102K	1	0.01%	Increased
127	BCM Brown Capital Management Baltimore, Maryland	$7.06M	$0	1	0.1%	Maintained
128	MC Menta Capital San Francisco, California	$6.92M	+$4.23M	6	0.66%	Increased
129	GIPM G2 Investment Partners Management New York	$6.92M	-$1.17M	2	3.18%	Reduced
130	OAM Oxford Asset Management Oxford, United Kingdom	$6.6M	-$4.21M	4	0.2%	Reduced
131	Commonwealth Equity Services Waltham, Massachusetts	$6.59M	+$33K	1	0.05%	Increased
132	GIP Granite Investment Partners El Segundo, California	$6.33M	+$362K	2	0.47%	Increased
133	MCM McKinley Capital Management Anchorage, Alaska	$6.32M	+$1.04K	1	0.23%	Increased
134	OCMI Oaktop Capital Management II Chatham, New Jersey	$6.29M	$0	1	1.47%	Maintained
135	APG Asset Management Amsterdam, Netherlands	$6.03M	-$730K	1	0.01%	Reduced
136	Analytic Investors Los Angeles, California	$5.82M	-$1.41M	1	0.07%	Reduced
137	EI EAM Investors Solana Beach, California	$5.76M	+$345K	1	0.77%	Increased
138	GGPE Golden Gate Private Equity San Francisco, California	$5.55M	+$76K	2	2.48%	Increased
139	Susquehanna International Group Bala Cynwyd, Pennsylvania	$5.54M	+$2.06M	2	0%	Increased
140	WBC Westpac Banking Corp Sydney, Australia	$5.53M	-$2.34M	2	0.06%	Reduced
141	Putnam Investments Boston, Massachusetts	$5.52M	-$668K	2	0.01%	Reduced
142	MTB Mizuho Trust & Banking Tokyo, Japan	$5.48M	-$23.3K	1	0.02%	Reduced
143	AAM ACK Asset Management Greenwich, Connecticut	$5.46M	+$5.13M	1	1.65%	New
144	Segall Bryant & Hamill Chicago, Illinois	$5.38M	-$2.84M	2	0.14%	Reduced
145	NC Nokomis Capital Dallas, Texas	$5.22M	$0	1	1.11%	Maintained
146	Teacher Retirement System of Texas Austin, Texas	$5.2M	-$570K	2	0.04%	Reduced
147	Allianz Asset Management Munich, Germany	$5.12M	-$594K	2	0%	Reduced
148	Gateway Investment Advisers Cincinnati, Ohio	$5.1M	-$1.4M	1	0.05%	Reduced
149	PWAM Park West Asset Management San Francisco, California	$5.02M	-$110K	1	0.46%	Reduced
150	MCM McRae Capital Management Morristown, New Jersey	$4.97M	-$3.77K	1	2.26%	Reduced