← 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	General Atlantic New York	$32.2M	$0	1	0.29%	Maintained
152	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$32.2M	+$5.29M	8	0.73%	Increased
153	Baillie Gifford & Co Edinburgh, United Kingdom	$31.3M	-$849K	5	0.02%	Reduced
154	SCM Shaolin Capital Management Miami, Florida	$31M	+$15.1M	6	0.77%	Increased
155	Raymond James & Associates St Petersburg, Florida	$30.9M	-$498K	12	0.03%	Reduced
156	NSGL No Street GP LP San Francisco, California	$30.8M	+$18.8M	1	4.18%	Increased
157	Robertson Stephens Wealth Management San Francisco, California	$30M	+$63.9K	1	2.52%	Increased
158	FPCP Fort Point Capital Partners San Francisco, California	$29.9M	$0	1	4.17%	Maintained
159	PEAK6 Investments Chicago, Illinois	$29.8M	+$5.62M	11	0.06%	Increased
160	Tudor Investment Corp Stamford, Connecticut	$29.6M	-$210M	6	0.69%	Reduced
161	Banque Pictet & Cie Geneva 73, Switzerland	$29.5M	+$32.9M	3	0.23%	Increased
162	OCMI Oaktop Capital Management II Chatham, New Jersey	$29.4M	$0	1	4.19%	Maintained
163	Commonwealth Equity Services Waltham, Massachusetts	$29.2M	+$13.6M	7	0.07%	Increased
164	Group One Trading Chicago, Illinois	$29M	+$4.74M	15	0.03%	Increased
165	JP Morgan Private Wealth Advisors San Francisco, California	$29M	+$3.49M	5	0.06%	Increased
166	Capital International Investors Los Angeles, California	$28.7M	$0	1	0.01%	Maintained
167	Macquarie Group Sydney, NSW 2000, Australia	$28.3M	-$38M	10	0.02%	Reduced
168	Van Berkom & Associates Montreal, Quebec, Canada	$28.2M	+$5M	1	1.01%	Increased
169	AC AltraVue Capital Bellevue, Washington	$28.1M	+$11.6M	1	3.82%	Increased
170	PT Palantir Technologies Aventura, Florida	$27.7M	-$1.07M	2	11.28%	Reduced
171	SVGI Sozo Ventures GP I Redwood City, California	$27.5M	$0	1	100%	Maintained
172	AH Allen Holding New York	$27.5M	$0	1	3.56%	Maintained
173	Glazer Capital LLC New York	$27.4M	-$134M	6	0.77%	Reduced
174	CCA Castle Creek Arbitrage Avon, Colorado	$27.2M	$0	3	1.37%	Maintained
175	Voloridge Investment Management Jupiter, Florida	$26.8M	-$51.2M	3	0.15%	Reduced