← 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	Nordea Investment Management Stockholm, Sweden	$39.9M	+$29.6M	3	0.05%	Increased
127	Sculptor Capital New York	$39.7M	+$7.94M	8	0.31%	Increased
128	FTCM Fir Tree Capital Management New York	$39.5M	+$3.47M	6	1.1%	Increased
129	ClearBridge Investments New York	$39.2M	-$110M	3	0.03%	Reduced
130	BGC Blue Grotto Capital Atlanta, Georgia	$38.4M	+$5.11M	1	8.18%	Increased
131	Fuller & Thaler Asset Management San Mateo, California	$38.2M	+$440K	2	0.23%	Increased
132	CCP Corbin Capital Partners New York	$38M	-$7.26K	2	6.49%	Reduced
133	National Bank of Canada Montreal, Quebec, Canada	$37.9M	-$104M	10	0.11%	Reduced
134	Walleye Trading New York	$37.3M	-$30.6M	8	0.12%	Reduced
135	Hudson Bay Capital Management Stamford, Connecticut	$37.1M	-$146M	9	0.5%	Reduced
136	State Board of Administration of Florida Retirement System Tallahassee, Florida	$36.9M	-$18.1M	10	0.07%	Reduced
137	CCPM Cooper Creek Partners Management New York	$35.9M	+$27.2M	3	3.7%	Increased
138	MI MMCAP International Grand Cayman, Cayman Islands	$35.7M	+$14.5M	6	2.09%	Increased
139	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$35.3M	+$7.26M	1	0.06%	Increased
140	Maverick Capital Dallas, Texas	$34.6M	$0	1	0.61%	Maintained
141	GH GAM Holding Zurich, Switzerland	$34.2M	+$21.2M	3	1.7%	Increased
142	Balyasny Asset Management Chicago, Illinois	$33.8M	-$146M	11	0.11%	Reduced
143	EC Edenbrook Capital Mt. Kisco, New York	$33.3M	$0	1	5.7%	Maintained
144	RP Regal Partners Sydney, NSW, Australia	$33.2M	+$18.7M	1	4.29%	Increased
145	CPWM Cypress Point Wealth Management Dallas, Texas	$32.8M	-$81.3K	2	33.27%	Reduced
146	Principal Financial Group Des Moines, Iowa	$32.7M	+$3.78M	6	0.02%	Increased
147	KP Kuvari Partners London, United Kingdom	$32.4M	+$20.3M	1	100%	Increased
148	State of Wisconsin Investment Board Madison, Wisconsin	$32.4M	-$31.6M	8	0.07%	Reduced
149	GCM Glynn Capital Management Menlo Park, California	$32.3M	$0	1	4.34%	Maintained
150	SCC Spring Creek Capital Wichita, Kansas	$32.2M	-$9.07M	8	1.27%	Reduced