← 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
176	Aperio Group Sausalito, California	$5.47M	+$3.1M	4	0.02%	Increased
177	Wasatch Advisors Salt Lake City, Utah	$5.36M	+$1.58M	1	0.06%	Increased
178	CIC Canal Insurance Company Greenville, South Carolina	$5.29M	$0	2	2.04%	Maintained
179	Los Angeles Capital Management Los Angeles, California	$5.19M	-$1.88M	4	0.03%	Reduced
180	BPIM Brant Point Investment Management New York	$5.03M	+$3.79M	1	0.64%	Increased
181	Cambiar Investors Denver, Colorado	$4.98M	+$4.95M	1	0.25%	Increased
182	EIM Essex Investment Management Boston, Massachusetts	$4.95M	-$2.36M	3	1%	Reduced
183	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$4.79M	-$1.26M	1	0.01%	Reduced
184	MSL Mackay Shields LLC New York	$4.72M	-$231K	3	0.04%	Reduced
185	Weiss Multi-Strategy Advisers New York	$4.71M	-$5.15M	2	0.18%	Reduced
186	Jennison Associates New York	$4.63M	-$3.51M	1	0.01%	Reduced
187	2L 22NW LP Seattle, Washington	$4.62M	+$3.83M	1	3.59%	Increased
188	MGM Miura Global Management New York	$4.55M	+$6.46M	1	1.18%	New
189	GIPM G2 Investment Partners Management New York	$4.51M	-$50.3K	1	1.49%	Reduced
190	Ariel Investments Chicago, Illinois	$4.44M	+$69.9K	1	0.08%	Increased
191	Oppenheimer Asset Management New York	$4.42M	-$2.11M	3	0.11%	Reduced
192	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$4.38M	-$93.2K	1	1.04%	Reduced
193	BNP Paribas Financial Markets Paris, France	$4.37M	+$1.36M	11	0.01%	Increased
194	Man Group London, United Kingdom	$4.36M	-$13.5M	3	0.03%	Reduced
195	Scout Investments Kansas City, Missouri	$4.3M	-$301K	1	0.13%	Reduced
196	Two Sigma Investments New York	$4.3M	-$10.1M	3	0.04%	Reduced
197	KIM Kestrel Investment Management San Mateo, California	$4.11M	-$269K	1	3.18%	Reduced
198	HA Heartland Advisors Milwaukee, Wisconsin	$4.03M	+$433K	2	0.43%	Increased
199	PAWC P.A.W. Capital Greenwich, Connecticut	$3.98M	-$366K	2	5.36%	Reduced
200	SST S Squared Technology New York	$3.93M	-$299K	3	3.82%	Reduced