← 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	OCMI Oaktop Capital Management II Chatham, New Jersey	$20M	$0	1	3.04%	Maintained
177	GTS Securities Miami, Florida	$19.7M	+$14.8M	3	0.62%	New
178	KCMH Keywise Capital Management (HK) Hong Kong	$19.5M	+$14.5M	1	3.56%	New
179	VCM Vector Capital Management San Francisco, California	$19.3M	+$11.7M	1	6.22%	Increased
180	Walleye Trading New York	$19.2M	+$7.01M	8	0.06%	Increased
181	Acadian Asset Management Boston, Massachusetts	$19.1M	+$4.02M	10	0.08%	Increased
182	Boston Partners Boston, Massachusetts	$19M	-$25.3M	2	0.03%	Reduced
183	AP Atwood & Palmer Kansas City, Missouri	$18.6M	+$287K	1	1.66%	Increased
184	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$18.1M	-$1.49M	5	0.07%	Reduced
185	Raymond James Financial Services Advisors St. Petersburg, Florida	$18.1M	+$1.47M	6	0.03%	Increased
186	AAM Augustine Asset Management Jacksonville, Florida	$18M	-$2M	1	8.33%	Reduced
187	Armistice Capital New York	$17.6M	+$11.5M	1	0.26%	Increased
188	Stifel Financial St. Louis, Missouri	$17.1M	+$2.88M	10	0.02%	Increased
189	LA Linden Advisors New York	$17M	$0	2	0.18%	Maintained
190	Pathstone Family Office Englewood, New Jersey	$17M	+$7.92M	7	0.24%	Increased
191	Winslow Capital Management Minneapolis, Minnesota	$16.7M	$0	1	0.08%	Maintained
192	TP Teca Partners Austin, Texas	$16.7M	$0	1	17.1%	Maintained
193	CCA Castle Creek Arbitrage Avon, Colorado	$16.7M	$0	2	2.07%	Maintained
194	Treasurer of the State of North Carolina Raleigh, North Carolina	$16.5M	-$65.2K	3	0.09%	Reduced
195	2C 272 Capital Dallas, Texas	$16.5M	+$5.05M	2	6.05%	Increased
196	FTCM Fir Tree Capital Management New York	$16.2M	-$1.82M	4	1.51%	Reduced
197	Ghisallo Capital Management Boston, Massachusetts	$16M	+$13.7M	2	1.91%	Increased
198	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$15.9M	+$411K	1	0.04%	Increased
199	CIS Connors Investor Services Wyomissing, Pennsylvania	$15.8M	$0	1	1.79%	Maintained
200	WRBC W.R. Berkley Corp Greenwich, Connecticut	$15.7M	+$6.07M	3	0.95%	Increased