← 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	Canada Life Winnipeg, Manitoba, Canada	$8.8M	-$1.74M	4	0.03%	Reduced
127	Castleark Management Chicago, Illinois	$8.78M	+$3.56M	2	0.37%	Increased
128	SST S Squared Technology New York	$8.72M	+$1.36M	3	7.68%	Increased
129	HAM Hillcrest Asset Management Plano, Texas	$8.7M	+$1.82K	1	2.09%	Increased
130	Martingale Asset Management Boston, Massachusetts	$8.66M	+$1.15M	1	0.11%	Increased
131	Envestnet Asset Management Chicago, Illinois	$8.6M	+$10.4M	2	0.01%	New
132	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$8.48M	-$18.1M	1	1.14%	Reduced
133	Paradigm Capital Management Inc Albany, New York	$8.4M	+$99.4K	1	0.82%	Increased
134	Laurion Capital Management New York	$8.15M	+$9.88M	2	0.14%	New
135	Segall Bryant & Hamill Chicago, Illinois	$8.13M	-$8.1M	3	0.14%	Reduced
136	DSI Daiwa SB Investments Tokyo, Japan	$8.13M	+$732K	1	1.88%	Increased
137	Jupiter Investment Management London, United Kingdom	$8.1M	+$9.9M	1	0.07%	New
138	Credit Agricole Montrouge Cedex, France	$7.97M	-$10K	1	0.45%	Reduced
139	PAWC P.A.W. Capital Greenwich, Connecticut	$7.89M	-$448K	2	9.9%	Reduced
140	PWAM Park West Asset Management San Francisco, California	$7.86M	+$5.41M	1	0.39%	Increased
141	State Board of Administration of Florida Retirement System Tallahassee, Florida	$7.73M	$0	5	0.02%	Maintained
142	GC GMT Capital Atlanta, Georgia	$7.68M	-$17.2M	1	0.29%	Reduced
143	NCGI Next Century Growth Investors Plymouth, Minnesota	$7.39M	+$823K	1	1.05%	Increased
144	PFC Phocas Financial Corp Alameda, California	$7.34M	-$180K	1	0.82%	Reduced
145	OAM Oxford Asset Management Oxford, United Kingdom	$7.19M	+$2.36M	2	0.19%	Increased
146	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$7.15M	+$3.57M	1	6.23%	Increased
147	KMC Kirr Marbach & Co Columbus, Indiana	$7.12M	-$1.78K	1	1.97%	Reduced
148	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.92M	-$289K	3	0.17%	Reduced
149	Two Sigma Advisers New York	$6.91M	+$1.96M	5	0.02%	Increased
150	UBS AM Chicago, Illinois	$6.85M	-$813K	3	0.01%	Reduced