← 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	Cresset Asset Management Chicago, Illinois	$64.1M	+$6.79M	9	0.27%	Increased
127	KC Keenan Capital Burlingame, California	$63.1M	-$12.8M	1	15.45%	Reduced
128	Perpetual Ltd Sydney, New South Wales, Australia	$62.5M	+$58.3M	1	0.68%	New
129	Van Berkom & Associates Montreal, Quebec, Canada	$61.6M	+$2.25M	1	1.84%	Increased
130	Ensign Peak Advisors Salt Lake City, Utah	$58.6M	+$121K	5	0.11%	Increased
131	BGC Blue Grotto Capital Atlanta, Georgia	$56.4M	-$9.7M	2	11.33%	Reduced
132	Alphabet Inc Mountain View, California	$54.3M	+$47.6M	1	2.75%	New
133	Squarepoint New York	$54M	-$9.46M	20	0.09%	Reduced
134	TD Asset Management Toronto, Ontario, Canada	$53M	+$3.02M	3	0.05%	Increased
135	GGHC Gilder Gagnon Howe & Co New York	$52.7M	-$146K	3	0.66%	Reduced
136	BHH Baker Hughes Holdings Houston, Texas	$52.1M	$0	1	90.41%	Maintained
137	DMC Deer Management Company Larchmont, New York	$51.6M	$0	1	10.61%	Maintained
138	Phoenix Financial Givatayim, Israel	$51.5M	-$734K	1	0.78%	Reduced
139	Fort Washington Investment Advisors Cincinnati, Ohio	$51.2M	+$6.8M	2	0.33%	Increased
140	KBC Group Brussels, Belgium	$51.2M	+$40.7M	8	0.15%	Increased
141	Korea Investment Corp Seoul, South Korea	$50.7M	+$14.3M	2	0.13%	Increased
142	Hawk Ridge Capital Management Los Angeles, California	$50.7M	+$10.5M	1	2.18%	Increased
143	CI Investments Inc Toronto, Ontario, Canada	$49.8M	-$1M	4	0.2%	Reduced
144	ACM American Capital Management New York	$49.4M	+$16.5M	2	1.65%	Increased
145	Mitsubishi UFJ Asset Management Tokyo, Japan	$48.8M	+$734K	4	0.06%	Increased
146	PIMC Praesidium Investment Management Company New York	$47.2M	-$41.5M	1	8.98%	Reduced
147	Osaic Holdings Scottsdale, Arizona	$46.9M	-$12.2M	27	0.11%	Reduced
148	Clal Insurance Tel-Aviv, Israel	$46.9M	-$24.8M	3	0.49%	Reduced
149	JSP Jackson Square Partners Larkspur, California	$46.7M	-$17.8M	1	2.85%	Reduced
150	SG Stephens Group Little Rock, Arkansas	$46.5M	$0	1	20.66%	Maintained