← 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	Blackstone Inc New York	$31.1M	+$23.8M	1	0.13%	New
177	TP Toronado Partners San Francisco, California	$31M	-$2.79M	2	17.17%	Reduced
178	KWM Kanen Wealth Management Coconut Creek, Florida	$31M	+$17.4M	1	9.71%	Increased
179	MC Meteora Capital Boca Raton, Florida	$30.9M	-$2.23M	2	5.26%	Reduced
180	Cambridge Investment Research Advisors Fairfield, Iowa	$29.9M	+$1.6M	8	0.12%	Increased
181	Edmond de Rothschild Holding Chambesy, Switzerland	$29.8M	+$3.51M	5	0.5%	Increased
182	Cubist Systematic Strategies Stamford, Connecticut	$29.6M	-$36.6M	12	0.17%	Reduced
183	PCM Portolan Capital Management Boston, Massachusetts	$29.1M	+$12.3M	3	2.22%	Increased
184	Treasurer of the State of North Carolina Raleigh, North Carolina	$28.8M	+$1.03M	3	0.13%	Increased
185	General Atlantic New York	$28.8M	$0	1	0.67%	Maintained
186	Palisade Capital Management Fort Lee, New Jersey	$28.4M	+$5.02M	1	0.75%	Increased
187	Rockefeller Capital Management New York	$28.3M	-$1.21M	3	0.08%	Reduced
188	Acadian Asset Management Boston, Massachusetts	$28.3M	-$4.93M	11	0.1%	Reduced
189	AFIA America First Investment Advisors Omaha, Nebraska	$28.1M	-$6.38M	1	6.84%	Reduced
190	AP Atwood & Palmer Kansas City, Missouri	$27.9M	+$34K	1	2.12%	Increased
191	ER EVR Research Richmond, Virginia	$27.8M	-$4.84M	2	6.21%	Reduced
192	Independent Advisor Alliance Charlotte, North Carolina	$27.4M	-$2.44M	6	0.99%	Reduced
193	Paradigm Capital Management Inc Albany, New York	$27.3M	+$18.9M	1	1.31%	Increased
194	AAM Augustine Asset Management Jacksonville, Florida	$27.3M	-$10.8M	1	11.37%	Reduced
195	Danske Bank Copenhagen K, Denmark	$27.1M	+$24.3M	4	0.09%	New
196	APG Asset Management Amsterdam, Netherlands	$26.9M	-$1.54M	1	0.05%	Reduced
197	Comerica Bank Dallas, Texas	$26.6M	+$5.42M	12	0.11%	Increased
198	Capital Research Global Investors Los Angeles, California	$25.7M	-$5.76M	1	0.01%	Reduced
199	CIS Connors Investor Services Wyomissing, Pennsylvania	$25.6M	-$920K	2	2.69%	Reduced
200	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$25.5M	-$2.96M	6	0.1%	Reduced