← 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	PAWC P.A.W. Capital Greenwich, Connecticut	$6.36M	+$843K	2	8%	Increased
152	II Ibex Investors Denver, Colorado	$6.32M	+$6.38M	1	3.67%	New
153	Oppenheimer Asset Management New York	$6.28M	$0	2	0.17%	Maintained
154	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$6.21M	+$272K	7	0.01%	Increased
155	Gateway Investment Advisers Cincinnati, Ohio	$6.14M	+$1.12M	1	0.05%	Increased
156	Citigroup New York	$6.03M	-$3.3M	7	0%	Reduced
157	Castleark Management Chicago, Illinois	$5.97M	-$668K	1	0.18%	Reduced
158	UBS AM Chicago, Illinois	$5.94M	-$8.86M	2	0.01%	Reduced
159	TAM THB Asset Management Norwalk, Connecticut	$5.86M	+$663K	1	0.77%	Increased
160	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$5.72M	+$1.2M	1	1.27%	Increased
161	MCM McRae Capital Management Morristown, New Jersey	$5.69M	+$274K	1	2.4%	Increased
162	Royal Bank of Canada Toronto, Ontario, Canada	$5.64M	-$323K	12	0%	Reduced
163	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$5.6M	-$790K	1	0.05%	Reduced
164	PWAM Park West Asset Management San Francisco, California	$5.5M	-$569K	1	0.25%	Reduced
165	Principal Financial Group Des Moines, Iowa	$5.48M	-$104K	3	0.01%	Reduced
166	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$5.13M	-$1.65M	1	0.21%	Reduced
167	SRFM Shannon River Fund Management New York	$5.07M	-$8.12M	1	1.22%	Reduced
168	QS Investors New York	$5.03M	+$5.04M	1	0.05%	Increased
169	EIM Essex Investment Management Boston, Massachusetts	$4.9M	-$142K	2	0.65%	Reduced
170	RAM Roumell Asset Management Chevy Chase, Maryland	$4.62M	-$26.1K	1	9.9%	Reduced
171	LMR Partners London, United Kingdom	$4.57M	+$4.22M	1	0.47%	Increased
172	Panagora Asset Management Boston, Massachusetts	$4.56M	+$1.64M	3	0.02%	Increased
173	Raymond James Financial Services Advisors St. Petersburg, Florida	$4.45M	-$323K	2	0.03%	Reduced
174	Independent Advisor Alliance Charlotte, North Carolina	$4.43M	+$418K	1	0.99%	Increased
175	GGPE Golden Gate Private Equity San Francisco, California	$4.38M	-$4.52M	2	3.68%	Reduced