← 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	Calamos Advisors Naperville, Illinois	$25M	-$3.04M	3	0.12%	Reduced
152	Salem Investment Counselors Winston Salem, North Carolina	$24.2M	+$1.44M	4	0.88%	Increased
153	State of Wisconsin Investment Board Madison, Wisconsin	$24.1M	+$2.07M	14	0.07%	Increased
154	HSBC Holdings London, United Kingdom	$23.9M	-$8.6M	6	0.02%	Reduced
155	PHAM Pacific Heights Asset Management San Francisco, California	$23.6M	$0	1	2.15%	Maintained
156	CPWM Cypress Point Wealth Management Dallas, Texas	$23.6M	+$3.09M	1	25.12%	Increased
157	Principal Financial Group Des Moines, Iowa	$23M	+$1.25M	11	0.02%	Increased
158	Independent Advisor Alliance Charlotte, North Carolina	$22.7M	+$456K	5	1%	Increased
159	Franklin Resources San Mateo, California	$22.5M	+$1.87M	7	0.01%	Increased
160	GPC Greenstone Partners & Co Larkspur, California	$22.4M	-$1.68M	1	15.35%	Reduced
161	EC EJF Capital Arlington, Virginia	$22M	$0	1	10.04%	Maintained
162	Federated Hermes Pittsburgh, Pennsylvania	$22M	-$1.01M	9	0.05%	Reduced
163	APG Asset Management Amsterdam, Netherlands	$22M	+$546K	1	0.04%	Increased
164	Glazer Capital LLC New York	$21.5M	-$3.74M	2	1.42%	Reduced
165	Cambridge Investment Research Advisors Fairfield, Iowa	$21.4M	+$2.25M	6	0.1%	Increased
166	Commonwealth Equity Services Waltham, Massachusetts	$21.3M	-$956K	9	0.04%	Reduced
167	Candriam SCA Strassen, Luxembourg, Luxembourg	$20.8M	+$1.98M	2	0.15%	Increased
168	VanEck Associates New York	$20.8M	+$13.3M	2	0.05%	Increased
169	Starboard Value New York	$20.8M	$0	3	0.45%	Maintained
170	AO Allen Operations New York	$20.3M	$0	1	4.51%	Maintained
171	Aristeia Capital Greenwich, Connecticut	$20.3M	+$5.28M	1	0.45%	Increased
172	Palisade Capital Management Fort Lee, New Jersey	$20.2M	+$3.96M	2	0.54%	Increased
173	IECM Intrinsic Edge Capital Management Chicago, Illinois	$20.2M	+$7.08M	1	1.45%	Increased
174	LFDLE La Financiere de L'Echiquier Paris, France	$20.1M	-$5.32M	1	1%	Reduced
175	Robertson Stephens Wealth Management San Francisco, California	$20M	-$1.25M	1	1.42%	Reduced