← 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	Jefferies Group New York	$8.71M	+$5.23M	2	0.06%	Increased
152	GAI General American Investors New York	$8.48M	+$9.04M	1	0.8%	New
153	PFC Phocas Financial Corp Alameda, California	$8.43M	-$874K	2	0.9%	Reduced
154	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$8.43M	-$253K	1	1.31%	Reduced
155	First Trust Advisors Wheaton, Illinois	$8.3M	+$2.97M	3	0.02%	Increased
156	Cubist Systematic Strategies Stamford, Connecticut	$8.23M	+$5.1M	5	0.15%	Increased
157	EIM Essex Investment Management Boston, Massachusetts	$8.22M	+$1.37M	4	1.13%	Increased
158	PAWC P.A.W. Capital Greenwich, Connecticut	$8.01M	-$405K	2	8.66%	Reduced
159	Putnam Investments Boston, Massachusetts	$7.95M	+$5.72M	2	0.02%	Increased
160	Fifth Third Bancorp Cincinnati, Ohio	$7.76M	+$685K	3	0.05%	Increased
161	Susquehanna International Group Bala Cynwyd, Pennsylvania	$7.57M	-$2.48M	10	0%	Reduced
162	Paradigm Capital Management Inc Albany, New York	$7.53M	$0	1	0.69%	Maintained
163	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.39M	$0	5	0.06%	Maintained
164	Los Angeles Capital Management Los Angeles, California	$7.3M	+$6.17M	3	0.04%	Increased
165	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$7.22M	+$1.6M	3	0.11%	Increased
166	Segall Bryant & Hamill Chicago, Illinois	$7.1M	-$75.7K	4	0.11%	Reduced
167	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$6.92M	+$605K	2	1.68%	Increased
168	Independent Advisor Alliance Charlotte, North Carolina	$6.87M	+$601K	1	0.99%	Increased
169	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$6.74M	+$5.51M	3	0.05%	Increased
170	BPIM Brant Point Investment Management New York	$6.67M	-$3.73M	2	0.65%	Reduced
171	SIG Sargent Investment Group Bethesda, Maryland	$6.53M	+$420K	1	2.98%	Increased
172	Robeco Institutional Asset Management Rotterdam, Netherlands	$6.38M	+$4.77M	2	0.02%	Increased
173	OAM Oxford Asset Management Oxford, United Kingdom	$6.34M	+$2.56M	5	0.14%	Increased
174	Oppenheimer Asset Management New York	$6.12M	-$291K	3	0.14%	Reduced
175	QS Investors New York	$5.98M	-$109K	2	0.06%	Reduced