← 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	ARK Investment Management St. Petersburg, Florida	$31M	+$23.6M	1	0.08%	New
177	HIM Herald Investment Management London, United Kingdom	$30.8M	-$5.52M	3	5.5%	Reduced
178	Principal Financial Group Des Moines, Iowa	$30.2M	-$98.5K	5	0.02%	Reduced
179	OCMI Oaktop Capital Management II Chatham, New Jersey	$30M	$0	1	5.28%	Maintained
180	PCM Portolan Capital Management Boston, Massachusetts	$29.4M	+$6.43M	2	2.67%	Increased
181	Paradigm Capital Management Inc Albany, New York	$29.2M	-$283K	1	1.75%	Reduced
182	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$29.1M	-$8.83M	4	4.33%	Reduced
183	Driehaus Capital Management Chicago, Illinois	$29.1M	+$14.9M	4	0.47%	Increased
184	Macquarie Group Sydney, NSW 2000, Australia	$28.8M	+$5.62M	4	0.04%	Increased
185	MCM McRae Capital Management Morristown, New Jersey	$28.3M	-$1.54M	2	8.12%	Reduced
186	Woodline Partners San Francisco, California	$28M	+$25.7M	1	0.74%	New
187	RIM Ranger Investment Management Dallas, Texas	$27.9M	+$1.53M	1	1.47%	Increased
188	Jacobs Levy Equity Management Florham Park, New Jersey	$27.2M	-$4.07M	4	0.24%	Reduced
189	BGC Blue Grotto Capital Atlanta, Georgia	$27.1M	-$2.75M	1	10.39%	Reduced
190	Glenmede Trust Philadelphia, Pennsylvania	$26.9M	-$1.31M	4	0.15%	Reduced
191	Two Sigma Investments New York	$26.6M	+$6.85M	9	0.08%	Increased
192	VCM Valiant Capital Management San Francisco, California	$26.5M	+$24.3M	1	1.16%	New
193	Man Group London, United Kingdom	$26.4M	-$3.54M	6	0.12%	Reduced
194	EC Edenbrook Capital Mt. Kisco, New York	$26.1M	+$10.7M	1	6.36%	Increased
195	Voloridge Investment Management Jupiter, Florida	$26.1M	+$235K	4	0.22%	Increased
196	CCM CAAS Capital Management New York	$25.9M	+$25.3M	2	0.25%	New
197	Amundi Asset Management US Boston, Massachusetts	$25.7M	-$2.59M	3	0.02%	Reduced
198	AIC AWM Investment Company New York	$25.5M	-$166K	2	3.24%	Reduced
199	TA Tamarack Advisers Carlsbad, California	$25M	+$8.53M	1	5.21%	Increased
200	State Board of Administration of Florida Retirement System Tallahassee, Florida	$24.8M	+$774K	6	0.05%	Increased