← 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	HAM Hillcrest Asset Management Plano, Texas	$10.3M	+$9.81M	1	1.96%	New
127	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$10.1M	+$9.56M	1	0.59%	New
128	State Board of Administration of Florida Retirement System Tallahassee, Florida	$9.98M	$0	5	0.03%	Maintained
129	AC Ascend Capital Orinda, California	$9.92M	-$2.99M	1	0.5%	Reduced
130	DSI Daiwa SB Investments Tokyo, Japan	$9.86M	+$3.56M	1	1.95%	Increased
131	CAM Cortina Asset Management Milwaukee, Wisconsin	$9.74M	-$4.54M	1	0.46%	Reduced
132	Oppenheimer Asset Management New York	$9.69M	+$986K	3	0.21%	Increased
133	UBS AM Chicago, Illinois	$9.66M	+$555K	3	0.01%	Increased
134	Credit Agricole Montrouge Cedex, France	$9.45M	+$6.59M	1	0.45%	Increased
135	Carson Wealth (CWM LLC) Omaha, Nebraska	$9.36M	+$2.59M	3	0.24%	Increased
136	KMC Kirr Marbach & Co Columbus, Indiana	$9.32M	+$739K	1	2.07%	Increased
137	UBS Group Zurich, Switzerland	$9.17M	+$3.22M	14	0%	Increased
138	Putnam Investments Boston, Massachusetts	$9.17M	+$197K	1	0.02%	Increased
139	NCGI Next Century Growth Investors Plymouth, Minnesota	$9.13M	+$3.14M	1	1.06%	Increased
140	Martingale Asset Management Boston, Massachusetts	$8.97M	+$14.3K	1	0.1%	Increased
141	PFC Phocas Financial Corp Alameda, California	$8.89M	-$159K	1	0.78%	Reduced
142	PC Pier Capital Stamford, Connecticut	$8.7M	-$413K	1	1.1%	Reduced
143	STB S&T Bank Indiana, Pennsylvania	$7.93M	+$68K	1	1.48%	Increased
144	TAM Telemark Asset Management Boston, Massachusetts	$7.79M	+$7.38M	1	0.97%	New
145	Foresters Investment Management New York	$7.6M	+$582K	1	0.12%	Increased
146	SFM Sphera Funds Management Tel Aviv, Israel	$7.52M	+$7.16M	1	0.86%	New
147	TAM THB Asset Management Norwalk, Connecticut	$7.46M	+$1.24M	1	0.92%	Increased
148	USAA United Services Automobile Association San Antonio, Texas	$7.41M	-$766K	4	0.02%	Reduced
149	Castleark Management Chicago, Illinois	$7.39M	-$1.67M	1	0.21%	Reduced
150	Two Sigma Advisers New York	$7.27M	-$972K	6	0.02%	Reduced