← 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	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$12.9M	-$2.88M	1	0.96%	Reduced
127	Russell Investments Group London, United Kingdom	$12.8M	-$8.38M	4	0.02%	Reduced
128	GC GMT Capital Atlanta, Georgia	$12.2M	+$4.18M	1	0.43%	Increased
129	LAM Lapides Asset Management Greenwich, Connecticut	$12.1M	-$3.71M	2	5.58%	Reduced
130	Vident Investment Advisory Alpharetta, Georgia	$11.9M	-$868K	1	0.96%	Reduced
131	CAM Cortina Asset Management Milwaukee, Wisconsin	$11.6M	+$842K	2	0.72%	Increased
132	Martingale Asset Management Boston, Massachusetts	$11.5M	-$638K	1	0.12%	Reduced
133	IECM Intrinsic Edge Capital Management Chicago, Illinois	$11.1M	+$11.3M	1	1.32%	New
134	AAM AMI Asset Management Los Angeles, California	$11.1M	+$2.25M	1	0.55%	Increased
135	State Board of Administration of Florida Retirement System Tallahassee, Florida	$10.8M	-$39.4K	4	0.03%	Reduced
136	II Ibex Investors Denver, Colorado	$10.8M	-$1.98M	1	0.88%	Reduced
137	Ariel Investments Chicago, Illinois	$10.8M	-$2.18M	1	0.14%	Reduced
138	RCM Raging Capital Management Rocky Hill, New Jersey	$10.6M	+$7.67M	1	1.79%	Increased
139	ACM Archon Capital Management Seattle, Washington	$10.1M	+$10.9M	1	1.86%	New
140	Jacobs Levy Equity Management Florham Park, New Jersey	$10.1M	-$6.42M	4	0.14%	Reduced
141	PM Pembroke Management Montreal, Quebec, Canada	$9.87M	-$79.8K	1	1.04%	Reduced
142	Envestnet Asset Management Chicago, Illinois	$9.6M	+$1.29M	4	0.01%	Increased
143	Zacks Investment Management Chicago, Illinois	$9.24M	+$1.05M	1	0.19%	Increased
144	Royce & Associates New York	$9.22M	+$264K	5	0.08%	Increased
145	Foresters Investment Management New York	$9.02M	+$655K	1	0.16%	Increased
146	NCGI Next Century Growth Investors Plymouth, Minnesota	$9M	-$2.91M	1	1.12%	Reduced
147	KMC Kirr Marbach & Co Columbus, Indiana	$8.85M	-$242K	1	2.17%	Reduced
148	SST S Squared Technology New York	$8.82M	+$494K	3	6.58%	Increased
149	USAA United Services Automobile Association San Antonio, Texas	$8.81M	+$1.86M	3	0.02%	Increased
150	PVH Psagot Value Holdings Tel Aviv, Israel	$8.79M	+$9.46M	2	0.36%	Increased