← 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	GIP Granite Investment Partners El Segundo, California	$5.4M	-$103K	2	0.43%	Reduced
152	MCM McRae Capital Management Morristown, New Jersey	$5.36M	+$189K	1	2.48%	Increased
153	Tocqueville Asset Management New York	$5.36M	+$171K	2	0.06%	Increased
154	Janus Henderson Investors US Denver, Colorado	$5.22M	-$2.13M	1	0%	Reduced
155	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$5.14M	+$3.36M	3	0.36%	Increased
156	BlackRock Japan Tokyo, Japan	$5.06M	-$209K	3	0.02%	Reduced
157	CG Clinton Group New York	$4.99M	-$4.68M	1	0.22%	Reduced
158	PWAM Park West Asset Management San Francisco, California	$4.96M	-$2.81M	1	0.5%	Reduced
159	USS Investment Management London, United Kingdom	$4.92M	$0	1	0.09%	Maintained
160	Curi RMB Capital Chicago, Illinois	$4.88M	$0	1	0.26%	Maintained
161	Hawk Ridge Capital Management Los Angeles, California	$4.8M	-$210K	1	2.89%	Reduced
162	NC Nokomis Capital Dallas, Texas	$4.76M	+$1.06M	1	1.01%	Increased
163	EI EAM Investors Solana Beach, California	$4.63M	+$1.33M	1	0.7%	Increased
164	ACI AMP Capital Investors Sydney, Australia	$4.62M	+$843K	2	0.03%	Increased
165	WAM Winslow Asset Management Beachwood, Ohio	$4.58M	+$33.4K	1	1.02%	Increased
166	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.38M	$0	1	0.09%	Maintained
167	First Trust Advisors Wheaton, Illinois	$4.38M	+$2.16M	2	0.01%	Increased
168	GGPE Golden Gate Private Equity San Francisco, California	$4.37M	+$2.98M	2	2.37%	Increased
169	ARTA A.R.T. Advisors New York	$4.36M	+$2.33M	4	0.22%	Increased
170	SCM Stevens Capital Management Radnor, Pennsylvania	$4.35M	+$165K	1	0.17%	Increased
171	DCM Dupont Capital Management Wilmington, Delaware	$4.32M	+$2.67M	1	0.1%	Increased
172	Capital International Investors Los Angeles, California	$4.17M	$0	1	0.01%	Maintained
173	British Columbia Investment Management Victoria, British Columbia, Canada	$4.04M	+$257K	1	0.04%	Increased
174	AHL Partners London, United Kingdom	$4M	+$3.7M	2	0.22%	Increased
175	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$3.98M	+$2.23M	1	0.55%	Increased