← 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	SM Senvest Management New York	$47.2M	+$4.97M	1	1.37%	Increased
177	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$44.9M	+$24.6M	4	0.37%	Increased
178	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$44.8M	+$661K	2	4.86%	Increased
179	TP Toronado Partners San Francisco, California	$44.6M	-$228K	1	13.01%	Reduced
180	BAM Banta Asset Management Newport Beach, California	$44.5M	-$3.08M	1	34.36%	Reduced
181	Riverbridge Partners Minneapolis, Minnesota	$44.3M	+$1.8M	1	0.45%	Increased
182	Capital International Investors Los Angeles, California	$44M	$0	1	0.01%	Maintained
183	Principal Financial Group Des Moines, Iowa	$43.9M	-$38.4M	5	0.03%	Reduced
184	ICOM Investment Counselors of Maryland Baltimore, Maryland	$43.7M	+$3.79M	1	1%	Increased
185	KCM Kensico Capital Management Greenwich, Connecticut	$43.6M	-$79.6M	1	1.26%	Reduced
186	Candriam SCA Strassen, Luxembourg, Luxembourg	$42.4M	+$35.8M	3	0.29%	Increased
187	Cresset Asset Management Chicago, Illinois	$42M	+$25.8M	4	0.6%	Increased
188	EC Edenbrook Capital Mt. Kisco, New York	$41.1M	+$279K	1	4.07%	Increased
189	Jefferies Group New York	$39.8M	+$25M	6	0.25%	Increased
190	Squarepoint New York	$39.3M	+$20.9M	15	0.15%	Increased
191	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$38.6M	+$24.4M	7	0.14%	Increased
192	Woodline Partners San Francisco, California	$38M	+$14.8M	7	0.71%	Increased
193	Holocene Advisors New York	$37.8M	-$89.3M	2	0.21%	Reduced
194	ECG EPIQ Capital Group San Francisco, California	$37.5M	+$34.4M	1	3.91%	New
195	Raymond James Financial Services Advisors St. Petersburg, Florida	$36.4M	+$2.18M	5	0.07%	Increased
196	Point72 Asset Management Stamford, Connecticut	$36.3M	+$26.2M	3	0.16%	Increased
197	LPL Financial San Diego, California	$36.2M	+$6.69M	9	0.04%	Increased
198	PWAM Park West Asset Management San Francisco, California	$36.1M	-$44.4M	1	1.03%	Reduced
199	NMC NEA Management Company Timonium, Maryland	$35.9M	-$35.2M	1	0.47%	Reduced
200	AQR Arbitrage Greenwich, Connecticut	$35.6M	+$33.9M	8	1%	Increased