← 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	RCMC RK Capital Management (Colorado) Denver, Colorado	$4.97M	+$4.62M	1	0.96%	Increased
152	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$4.9M	+$1.26M	1	0.72%	Increased
153	FG Formula Growth Montreal, Quebec, Canada	$4.89M	+$5.1M	1	1.11%	New
154	BlackRock Japan Tokyo, Japan	$4.87M	+$179K	2	0.02%	Increased
155	Curi RMB Capital Chicago, Illinois	$4.86M	$0	1	0.26%	Maintained
156	Capital International Investors Los Angeles, California	$4.74M	$0	1	0.01%	Maintained
157	SST S Squared Technology New York	$4.66M	+$2.13M	2	5.18%	Increased
158	Royce & Associates New York	$4.62M	-$846K	2	0.03%	Reduced
159	USS Investment Management London, United Kingdom	$4.57M	$0	1	0.07%	Maintained
160	Marshall Wace London, United Kingdom	$4.55M	+$3.84M	1	0.03%	Increased
161	ACI AMP Capital Investors Sydney, Australia	$4.49M	+$113K	2	0.03%	Increased
162	Principal Financial Group Des Moines, Iowa	$4.44M	-$8.26M	3	0.01%	Reduced
163	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$4.41M	-$36.4K	7	0.01%	Reduced
164	Tocqueville Asset Management New York	$4.4M	-$533K	2	0.05%	Reduced
165	GGHC Gilder Gagnon Howe & Co New York	$4.2M	-$400K	1	0.07%	Reduced
166	PAWC P.A.W. Capital Greenwich, Connecticut	$4.07M	+$1M	2	4.38%	Increased
167	Driehaus Capital Management Chicago, Illinois	$4.06M	-$100K	1	0.14%	Reduced
168	CC Cipher Capital New York	$4.04M	+$302K	2	0.25%	Increased
169	USAA United Services Automobile Association San Antonio, Texas	$3.99M	+$436K	2	0.01%	Increased
170	CCI Columbus Circle Investors	$3.96M	-$37.8M	1	0.04%	Reduced
171	WAM Winslow Asset Management Beachwood, Ohio	$3.94M	-$44.6K	1	0.87%	Reduced
172	Aviva London, United Kingdom	$3.92M	+$1.33M	1	0.02%	Increased
173	DCM Dupont Capital Management Wilmington, Delaware	$3.85M	-$171K	1	0.09%	Reduced
174	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$3.79M	+$344K	3	0.03%	Increased
175	CG Clinton Group New York	$3.78M	-$879K	1	0.18%	Reduced