← 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	NPIC Neumeier Poma Investment Counsel Carmel, California	$21.5M	+$4.46M	1	1.68%	Increased
152	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$20.8M	-$11.4M	6	0.48%	Reduced
153	CPWM Cypress Point Wealth Management Dallas, Texas	$20.5M	-$1.41M	1	35.89%	Reduced
154	Verition Fund Management Greenwich, Connecticut	$20.4M	+$6M	11	0.4%	Increased
155	II Ibex Investors Denver, Colorado	$20.2M	+$13.3M	1	12.71%	Increased
156	Arrowstreet Capital Boston, Massachusetts	$20.2M	+$14.7M	4	0.03%	Increased
157	Tudor Investment Corp Stamford, Connecticut	$20.2M	-$656K	5	0.53%	Reduced
158	Davidson Kempner Capital Management New York	$20M	-$1.01M	3	0.34%	Reduced
159	UBS O'Connor Chicago, Illinois	$20M	+$247K	6	0.21%	Increased
160	Wolverine Asset Management Chicago, Illinois	$19.8M	-$150K	11	0.2%	Reduced
161	Holocene Advisors New York	$19.5M	+$15.4M	4	0.12%	Increased
162	EC Edenbrook Capital Mt. Kisco, New York	$19.2M	+$19.3K	1	5.24%	Increased
163	State of New Jersey Common Pension Fund D Trenton, New Jersey	$19M	+$7.23M	6	0.07%	Increased
164	Robertson Stephens Wealth Management San Francisco, California	$18.7M	-$2.01K	1	1.77%	Reduced
165	FPCP Fort Point Capital Partners San Francisco, California	$18.7M	$0	1	3.05%	Maintained
166	Nordea Investment Management Stockholm, Sweden	$18.3M	+$525K	3	0.03%	Increased
167	SCA Southpoint Capital Advisors New York	$18.3M	-$62.3M	1	0.52%	Reduced
168	SVGI Sozo Ventures GP I Redwood City, California	$18.1M	$0	1	100%	Maintained
169	AH Allen Holding New York	$18.1M	$0	1	2.6%	Maintained
170	CH CVI Holdings Wilmington, Delaware	$17.9M	-$7.47M	7	1.3%	Reduced
171	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$17.7M	-$19.8M	7	0.37%	Reduced
172	Commonwealth Equity Services Waltham, Massachusetts	$17.6M	+$2.14M	7	0.05%	Increased
173	Magnetar Financial Evanston, Illinois	$17.4M	+$10.7M	7	0.18%	Increased
174	GE General Electric Evendale, Ohio	$17.1M	-$3.84M	2	0.29%	Reduced
175	Baillie Gifford & Co Edinburgh, United Kingdom	$17.1M	-$1.34M	5	0.02%	Reduced