← 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
Point72 Asset Management
Point72 Asset Management
Connecticut
$26.7M +$14.2M 3 0.11% Increased
177
LPL Financial
LPL Financial
California
$26.6M -$3.85M 7 0.02% Reduced
178
Brighton Jones LLC
Brighton Jones LLC
Washington
$26.1M +$29.9M 2 1.21% Increased
179
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$26M -$311M 4 0.33% Reduced
180
BCM
Basso Capital Management
Connecticut
$25.7M +$1.04M 9 2.47% Increased
181
PCM
Parsifal Capital Management
Connecticut
$25.7M -$3.69M 1 1.57% Reduced
182
TCA
Taconic Capital Advisors
New York
$25.6M -$71.4M 4 0.68% Reduced
183
Twin Tree Management
Twin Tree Management
Texas
$25.5M -$19.5M 2 0.04% Reduced
184
CH
CVI Holdings
Delaware
$25.3M +$1.63M 9 1.67% Increased
185
Weiss Asset Management
Weiss Asset Management
Massachusetts
$25.2M +$5.86M 4 0.52% Increased
186
Wolverine Asset Management
Wolverine Asset Management
Illinois
$24.9M +$6.86M 10 0.24% Increased
187
ACM
Atalaya Capital Management
New York
$24.5M $0 3 2.61% Maintained
188
GGHC
Gilder Gagnon Howe & Co
New York
$24M -$3.01M 3 0.22% Reduced
189
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$23.9M -$29.8M 15 0.3% Reduced
190
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$23.4M -$30.8M 10 0.83% Reduced
191
Karpus Investment Management
Karpus Investment Management
New York
$23.3M +$5.63M 7 0.71% Increased
192
ECG
EPIQ Capital Group
California
$22.8M -$200K 1 6.22% Reduced
193
Allspring Global Investments
Allspring Global Investments
North Carolina
$22.5M +$5.54M 10 0.03% Increased
194
TD Asset Management
TD Asset Management
Ontario, Canada
$22.3M +$1.47M 5 0.02% Increased
195
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$22.2M +$974K 4 0.03% Increased
196
GPC
Greenstone Partners & Co
California
$22.2M +$10.1M 1 19.02% Increased
197
Canada Life
Canada Life
Manitoba, Canada
$21.9M +$4.24M 5 0.05% Increased
198
Wolverine Trading
Wolverine Trading
Illinois
$21.8M -$3.91M 6 0.03% Reduced
199
CIG
Consolidated Investment Group
Colorado
$21.7M +$369K 1 3.54% Increased
200
NPIC
Neumeier Poma Investment Counsel
California
$21.6M -$683K 1 1.45% Reduced
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