← 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	PCM Portolan Capital Management Boston, Massachusetts	$9.78M	+$4.21M	1	1.27%	Increased
127	IECM Intrinsic Edge Capital Management Chicago, Illinois	$9.65M	+$5.64M	1	2.97%	Increased
128	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$9.41M	+$4.46K	1	0.02%	Increased
129	BPIM Brant Point Investment Management New York	$9.26M	+$8.79M	1	0.95%	New
130	Parametric Portfolio Associates Seattle, Washington	$9.14M	+$2.22M	5	0.01%	Increased
131	RhumbLine Advisers Boston, Massachusetts	$8.98M	+$466K	6	0.02%	Increased
132	PWAM Park West Asset Management San Francisco, California	$8.65M	+$3.28M	1	0.5%	Increased
133	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$8.61M	+$8.18M	1	1.94%	New
134	FG Formula Growth Montreal, Quebec, Canada	$8.59M	+$731K	1	1.79%	Increased
135	AC Ascend Capital Orinda, California	$8.59M	-$762K	1	0.39%	Reduced
136	State Board of Administration of Florida Retirement System Tallahassee, Florida	$8.47M	$0	5	0.02%	Maintained
137	BCM Brown Capital Management Baltimore, Maryland	$8.42M	$0	1	0.11%	Maintained
138	STB S&T Bank Indiana, Pennsylvania	$8.29M	+$7.87M	1	1.58%	New
139	KIM Kestrel Investment Management San Mateo, California	$8.19M	-$283K	1	3.04%	Reduced
140	PFC Phocas Financial Corp Alameda, California	$8.16M	-$980K	1	0.76%	Reduced
141	Segall Bryant & Hamill Chicago, Illinois	$8.12M	+$2.31M	3	0.2%	Increased
142	GGHC Gilder Gagnon Howe & Co New York	$8.04M	+$4.83M	1	0.14%	Increased
143	Castleark Management Chicago, Illinois	$7.96M	+$7.03M	1	0.25%	New
144	Asset Management One Tokyo, Japan	$7.94M	-$470K	2	0.02%	Reduced
145	Natixis Advisors Boston, Massachusetts	$7.68M	-$1.82M	2	0.09%	Reduced
146	AHL Partners London, United Kingdom	$7.68M	+$5.19M	2	0.17%	Increased
147	AAM ACK Asset Management Greenwich, Connecticut	$7.49M	$0	1	2.22%	Maintained
148	GF Greenhouse Funds Baltimore, Maryland	$7.25M	+$1.5M	1	3.04%	Increased
149	ZDA Zweig-DiMenna Associates New York	$6.3M	+$5.98M	1	0.58%	New
150	SEI Investments Oaks, Pennsylvania	$6.17M	-$936K	2	0.03%	Reduced