← 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
151	Oberweis Asset Management Lisle, Illinois	$5.75M	+$1.59M	1	1.63%	Increased
152	Whitebox Advisors Minneapolis, Minnesota	$5.74M	+$3.39M	2	0.3%	Increased
153	Granahan Investment Management Waltham, Massachusetts	$5.59M	+$611K	1	0.15%	Increased
154	CCMU Cheyne Capital Management (UK) London, United Kingdom	$5.54M	+$1.25M	1	4.19%	Increased
155	Los Angeles Capital Management Los Angeles, California	$5.44M	+$514K	1	0.07%	Increased
156	SAM Steinberg Asset Management New York	$5.31M	+$861K	1	0.33%	Increased
157	SAM Sentinel Asset Management Montpelier, Vermont	$5.27M	+$438K	1	0.11%	Increased
158	Brown Advisory Baltimore, Maryland	$5.25M	-$1.82M	1	0.02%	Reduced
159	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$5.24M	+$4.44M	1	0.01%	Increased
160	HC Hourglass Capital Houston, Texas	$5.23M	+$5.35M	1	0.91%	New
161	CCM Clovis Capital Management New York	$5.19M	-$6.47M	1	1.84%	Reduced
162	OMC Overbrook Management Corp New York	$5.15M	-$2.16M	1	1.19%	Reduced
163	CFM Country Fund Management Bloomington, Illinois	$5.08M	$0	1	1.97%	Maintained
164	Federated Hermes Pittsburgh, Pennsylvania	$5.05M	-$5.62M	2	0.02%	Reduced
165	Weiss Multi-Strategy Advisers New York	$5.04M	-$573K	1	0.11%	Reduced
166	Brandes Investment Partners La Jolla, California	$5.04M	+$253K	1	0.06%	Increased
167	Madison Investment Holdings Madison, Wisconsin	$5.03M	$0	1	0.11%	Maintained
168	OAM Oxford Asset Management Oxford, United Kingdom	$4.98M	-$5.87M	1	0.11%	Reduced
169	PP Paloma Partners Greenwich, Connecticut	$4.97M	+$5.08M	1	0.2%	New
170	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$4.96M	+$2.64M	3	0.03%	Increased
171	Highbridge Capital Management New York	$4.88M	+$4.86M	2	0.05%	New
172	PCP Perimeter Capital Partners Atlanta, Georgia	$4.83M	+$3.4M	2	0.9%	Increased
173	Moore Capital Management New York	$4.82M	+$137K	1	0.1%	Increased
174	MCM McRae Capital Management Morristown, New Jersey	$4.8M	+$141K	1	2.66%	Increased
175	Menora Mivtachim Holdings Ramat Gan, Israel	$4.79M	-$194K	2	0.44%	Reduced