← 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	RCM Raging Capital Management Rocky Hill, New Jersey	$10.5M	+$249K	1	1.7%	Increased
127	Jennison Associates New York	$10.4M	-$5.02M	2	0.01%	Reduced
128	MSL Mackay Shields LLC New York	$10.4M	-$5.87M	4	0.06%	Reduced
129	VEPM Vista Equity Partners Management San Francisco, California	$10.4M	-$13.2M	1	0.68%	Reduced
130	Eagle Asset Management St Petersburg, Florida	$10.3M	-$6.54M	1	0.05%	Reduced
131	State Board of Administration of Florida Retirement System Tallahassee, Florida	$10M	-$956K	4	0.03%	Reduced
132	ACM Archon Capital Management Seattle, Washington	$9.9M	+$81.8K	1	2.33%	Increased
133	NCGI Next Century Growth Investors Plymouth, Minnesota	$9.79M	-$1.66M	1	1.58%	Reduced
134	AAM AMI Asset Management Los Angeles, California	$9.7M	+$1.07M	1	0.5%	Increased
135	D.E. Shaw & Co New York	$9.49M	-$4.9M	5	0.01%	Reduced
136	Martingale Asset Management Boston, Massachusetts	$9.24M	+$73.2K	1	0.09%	Increased
137	KMC Kirr Marbach & Co Columbus, Indiana	$9.16M	+$131K	1	2.21%	Increased
138	Point72 Asset Management Stamford, Connecticut	$9.05M	-$13M	3	0.06%	Reduced
139	II Ibex Investors Denver, Colorado	$8.98M	+$522K	1	0.57%	Increased
140	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$8.84M	-$27.7M	2	0.02%	Reduced
141	Envestnet Asset Management Chicago, Illinois	$8.82M	-$689K	4	0.01%	Reduced
142	Susquehanna International Group Bala Cynwyd, Pennsylvania	$8.79M	+$2.32M	8	0%	Increased
143	GAI General American Investors New York	$8.66M	$0	1	0.85%	Maintained
144	Putnam Investments Boston, Massachusetts	$8.34M	-$983K	2	0.02%	Reduced
145	EIM Essex Investment Management Boston, Massachusetts	$8.31M	-$307K	4	1.2%	Reduced
146	LAM Lapides Asset Management Greenwich, Connecticut	$8.31M	-$2.04M	2	4.29%	Reduced
147	Ariel Investments Chicago, Illinois	$8.27M	-$1.1M	1	0.11%	Reduced
148	SG Americas Securities New York	$7.83M	+$5.98M	4	0.06%	Increased
149	Royce & Associates New York	$7.75M	-$805K	4	0.07%	Reduced
150	Paradigm Capital Management Inc Albany, New York	$7.63M	+$337K	1	0.68%	Increased