← 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	STRS Ohio Columbus, Ohio	$41.8M	-$2.33M	7	0.16%	Reduced
152	Wolverine Trading Chicago, Illinois	$41.6M	+$43.9M	11	0.06%	Increased
153	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$41.1M	-$39.3M	2	4.8%	Reduced
154	AG Arctis Global San Juan, Puerto Rico	$40.5M	+$30.2M	1	5.74%	New
155	ICOM Investment Counselors of Maryland Baltimore, Maryland	$40.4M	-$35.7M	1	1.04%	Reduced
156	NPIC Neumeier Poma Investment Counsel Carmel, California	$39M	-$32.1M	1	2.34%	Reduced
157	Two Sigma Advisers New York	$38.9M	+$23.8M	11	0.11%	Increased
158	EC Edenbrook Capital Mt. Kisco, New York	$37.5M	+$51.2K	1	3.53%	Increased
159	Canada Life Winnipeg, Manitoba, Canada	$37.5M	+$387K	7	0.09%	Increased
160	RhumbLine Advisers Boston, Massachusetts	$36.5M	-$2.57M	13	0.05%	Reduced
161	Altimeter Capital Management Boston, Massachusetts	$35.5M	$0	1	0.25%	Maintained
162	Riverbridge Partners Minneapolis, Minnesota	$35.5M	+$43.6M	1	0.4%	New
163	RP Regal Partners Sydney, NSW, Australia	$35.1M	-$38M	2	3.11%	Reduced
164	Amundi Asset Management US Boston, Massachusetts	$35M	-$4.48M	4	0.03%	Reduced
165	Parallax Volatility Advisers San Francisco, California	$34.7M	+$36.2M	4	0.03%	Increased
166	SEI Investments Oaks, Pennsylvania	$34.4M	-$3.83M	6	0.09%	Reduced
167	Russell Investments Group London, United Kingdom	$34.2M	-$8.74M	9	0.06%	Reduced
168	TP Toronado Partners San Francisco, California	$34M	-$1.74M	1	11.03%	Reduced
169	IACGFIA IDG-Accel China Growth Fund III Associates Hong Kong	$33.5M	-$23.8M	2	45.13%	Reduced
170	FG Formula Growth Montreal, Quebec, Canada	$32.9M	+$1.53M	5	4.74%	Increased
171	HM HealthCor Management New York	$32.4M	+$34.1M	1	1.15%	New
172	JCM JS Capital Management New York	$32M	+$21.8M	2	1.66%	Increased
173	IM Islet Management New York	$32M	+$29.7M	2	0.79%	Increased
174	Voloridge Investment Management Jupiter, Florida	$31.8M	+$10M	5	0.23%	Increased
175	Envestnet Asset Management Chicago, Illinois	$31M	+$6.84M	8	0.02%	Increased