← 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	SEI Investments Oaks, Pennsylvania	$9.47M	+$170K	5	0.03%	Increased
127	UBS O'Connor Chicago, Illinois	$9.42M	+$9.3M	1	0.14%	Increased
128	GGPE Golden Gate Private Equity San Francisco, California	$9.41M	+$67.3K	2	7.32%	Increased
129	RhumbLine Advisers Boston, Massachusetts	$9.36M	+$64.2K	5	0.02%	Increased
130	State Board of Administration of Florida Retirement System Tallahassee, Florida	$9.15M	-$85.1K	6	0.03%	Reduced
131	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$9.03M	-$53.5K	1	0.02%	Reduced
132	Canada Life Winnipeg, Manitoba, Canada	$8.89M	+$471K	3	0.02%	Increased
133	Los Angeles Capital Management Los Angeles, California	$8.84M	-$2.63M	1	0.05%	Reduced
134	Martingale Asset Management Boston, Massachusetts	$8.39M	-$1.76M	2	0.11%	Reduced
135	PWAM Park West Asset Management San Francisco, California	$8.34M	$0	1	0.5%	Maintained
136	GF Greenhouse Funds Baltimore, Maryland	$8.31M	+$1.93M	1	2.29%	Increased
137	PFC Phocas Financial Corp Alameda, California	$8M	+$172K	1	0.67%	Increased
138	HCS Harvest Capital Strategies San Francisco, California	$7.86M	-$2.52M	1	1.5%	Reduced
139	Castleark Management Chicago, Illinois	$7.76M	-$12M	1	0.24%	Reduced
140	BCM Brown Capital Management Baltimore, Maryland	$7.65M	$0	1	0.09%	Maintained
141	STB S&T Bank Indiana, Pennsylvania	$7.63M	+$128K	1	1.36%	Increased
142	KIM Kestrel Investment Management San Mateo, California	$7.47M	-$79.2K	1	2.64%	Reduced
143	Asset Management One Tokyo, Japan	$7.12M	+$72.1K	2	0.02%	Increased
144	Schroder Investment Management Group London, United Kingdom	$6.95M	-$109K	1	0.01%	Reduced
145	OCMI Oaktop Capital Management II Chatham, New Jersey	$6.85M	+$974K	1	1.15%	Increased
146	ACM Ashford Capital Management Wilmington, Delaware	$6.73M	-$51.5K	1	1.08%	Reduced
147	PC Pier Capital Stamford, Connecticut	$6.58M	-$602K	1	1.14%	Reduced
148	CAM Cortina Asset Management Milwaukee, Wisconsin	$6.5M	-$22.6M	1	0.27%	Reduced
149	Principal Financial Group Des Moines, Iowa	$6.41M	-$269K	3	0.01%	Reduced
150	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$6.38M	-$2.71M	1	0.05%	Reduced