← 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	AC Athanor Capital New York	$14.8M	+$12.9M	1	0.56%	New
177	Prudential Financial Newark, New Jersey	$14.6M	+$2.3M	6	0.03%	Increased
178	Paradigm Capital Management Inc Albany, New York	$14.4M	-$6.07M	1	1.21%	Reduced
179	VVP Vulcan Value Partners Birmingham, Alabama	$14M	-$22.3M	1	0.11%	Reduced
180	Panagora Asset Management Boston, Massachusetts	$14M	-$3.28M	7	0.09%	Reduced
181	Aperio Group Sausalito, California	$13.9M	+$666K	5	0.05%	Increased
182	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$13.9M	-$526K	1	0.58%	Reduced
183	PCMF Private Capital Management (Florida) Naples, Florida	$13.6M	+$12.9M	1	3.11%	New
184	BNP Paribas Financial Markets Paris, France	$13.5M	+$1.44M	11	0.02%	Increased
185	Kennedy Capital Management St Louis, Missouri	$13.5M	-$4.98M	1	0.39%	Reduced
186	Independent Advisor Alliance Charlotte, North Carolina	$13.5M	-$579K	1	1.02%	Reduced
187	Two Sigma Investments New York	$12.9M	+$4.41M	7	0.05%	Increased
188	State of New Jersey Common Pension Fund D Trenton, New Jersey	$12.9M	+$1.17M	4	0.05%	Increased
189	D.E. Shaw & Co New York	$12.9M	+$2.21M	4	0.01%	Increased
190	Robeco Institutional Asset Management Rotterdam, Netherlands	$12.6M	-$3.24M	1	0.04%	Reduced
191	RIM Ranger Investment Management Dallas, Texas	$12.6M	+$5.88M	1	0.8%	Increased
192	Menora Mivtachim Holdings Ramat Gan, Israel	$12.5M	$0	1	0.28%	Maintained
193	First Trust Advisors Wheaton, Illinois	$12.3M	-$72.3M	5	0.02%	Reduced
194	STB S&T Bank Indiana, Pennsylvania	$12.2M	-$328K	2	2.8%	Reduced
195	Eaton Vance Management Boston, Massachusetts	$12.1M	+$9.38M	3	0.02%	Increased
196	Bessemer Group Woodbridge, New Jersey	$12.1M	-$42.8M	2	0.04%	Reduced
197	WCM Investment Management Laguna Beach, California	$11.8M	-$3.29M	1	0.04%	Reduced
198	Eagle Asset Management St Petersburg, Florida	$11.6M	-$2.08M	1	0.06%	Reduced
199	TA Tamarack Advisers Carlsbad, California	$11.6M	-$6.53M	1	3.58%	Reduced
200	MAP Moody Aldrich Partners Marblehead, Massachusetts	$11.3M	+$259K	2	2.35%	Increased