← 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	Prudential Financial Newark, New Jersey	$31.3M	+$17.1M	7	0.05%	Increased
127	Twin Tree Management Dallas, Texas	$30.9M	+$21.9M	2	0.07%	Increased
128	GPC Greenstone Partners & Co Larkspur, California	$30.7M	-$3.73M	1	20.29%	Reduced
129	Edmond de Rothschild Holding Chambesy, Switzerland	$30.5M	-$212K	5	0.62%	Reduced
130	AFIA America First Investment Advisors Omaha, Nebraska	$30.5M	-$938K	1	8.46%	Reduced
131	State of New Jersey Common Pension Fund D Trenton, New Jersey	$29M	-$838K	6	0.1%	Reduced
132	Federated Hermes Pittsburgh, Pennsylvania	$28.5M	+$4.05M	11	0.08%	Increased
133	AAM Augustine Asset Management Jacksonville, Florida	$28M	+$13.3K	1	12.93%	Increased
134	Group One Trading Chicago, Illinois	$27.8M	-$3.07M	16	0.09%	Reduced
135	Palisade Capital Management Fort Lee, New Jersey	$27.8M	+$3.06M	1	0.78%	Increased
136	MC Meteora Capital Boca Raton, Florida	$27.7M	+$41.9M	5	4.71%	Increased
137	SEI Investments Oaks, Pennsylvania	$27.3M	-$2.57M	8	0.05%	Reduced
138	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$27.3M	+$1.01M	2	2.74%	Increased
139	Fisher Asset Management Camas, Washington	$27.3M	-$6.19M	3	0.02%	Reduced
140	AG Arctis Global San Juan, Puerto Rico	$27.2M	+$5M	1	14.7%	Increased
141	ClearBridge Investments New York	$27.1M	-$13.1K	2	0.03%	Reduced
142	Optiver Holding Amsterdam, Netherlands	$26.8M	+$31.4M	3	0.02%	Increased
143	Robertson Stephens Wealth Management San Francisco, California	$26M	-$4.59M	1	1.75%	Reduced
144	State of Wisconsin Investment Board Madison, Wisconsin	$25.9M	+$3.08M	12	0.08%	Increased
145	Salem Investment Counselors Winston Salem, North Carolina	$25.6M	+$377K	3	0.98%	Increased
146	PHAM Pacific Heights Asset Management San Francisco, California	$24.6M	$0	1	2.33%	Maintained
147	BC BIT Capital Berlin, Germany	$24.6M	+$13.4M	1	2.88%	Increased
148	CPWM Cypress Point Wealth Management Dallas, Texas	$24.6M	-$10.1K	1	21.61%	Reduced
149	General Atlantic New York	$23.9M	$0	1	0.37%	Maintained
150	IECM Intrinsic Edge Capital Management Chicago, Illinois	$23.8M	+$5.91M	2	2.69%	Increased