← 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
201	CEP Chicago Equity Partners Chicago, Illinois	$5.2M	-$1.65M	3	0.3%	Reduced
202	CCPM Cooper Creek Partners Management New York	$5.18M	+$3.76M	1	1.46%	New
203	Silvercrest Asset Management New York	$5.13M	-$1.57M	1	0.04%	Reduced
204	SEC Seven Eight Capital New York	$5.12M	+$1.61M	2	0.27%	Increased
205	First Trust Advisors Wheaton, Illinois	$5.1M	-$200K	2	0.01%	Reduced
206	GIPM G2 Investment Partners Management New York	$4.9M	+$2.64M	2	1.58%	Increased
207	New York State Teachers Retirement System (NYSTRS) Albany, New York	$4.87M	-$15.5K	1	0.01%	Reduced
208	PC Provenire Capital Eden Prairie, Minnesota	$4.85M	+$5.01M	1	2.71%	New
209	LOAMU Lombard Odier Asset Management (USA) New York	$4.8M	+$292K	1	0.43%	Increased
210	Mutual of America Capital Management New York	$4.79M	+$68.3K	1	0.06%	Increased
211	Nordea Investment Management Stockholm, Sweden	$4.74M	+$78.7K	1	0.01%	Increased
212	Axiom Investors Greenwich, Connecticut	$4.67M	-$590K	1	0.11%	Reduced
213	PHP Parkman Healthcare Partners Stamford, Connecticut	$4.67M	+$4.29M	1	1.35%	New
214	PEAK6 Investments Chicago, Illinois	$4.57M	-$1.7M	4	0.02%	Reduced
215	PGDP Pragma Gestao de Patrimonio Sao Paulo, Brazil	$4.54M	+$3.92M	1	4.13%	New
216	Homestead Advisers Arlington, Virginia	$4.51M	+$3.9M	1	0.09%	New
217	AIG American International Group New York	$4.49M	+$12.7K	9	0.02%	Increased
218	Cubist Systematic Strategies Stamford, Connecticut	$4.42M	+$2.21M	4	0.08%	Increased
219	Caption Management Oklahoma City, Oklahoma	$4.4M	+$1.09M	2	0.15%	Increased
220	Aperio Group Sausalito, California	$4.3M	+$1.22M	4	0.02%	Increased
221	BNP Paribas Financial Markets Paris, France	$4.24M	+$1.26M	11	0.01%	Increased
222	KMC Kirr Marbach & Co Columbus, Indiana	$4.21M	-$6.11M	1	0.97%	Reduced
223	Wasatch Advisors Salt Lake City, Utah	$4.18M	+$1.44M	1	0.03%	Increased
224	IM Islet Management New York	$4.15M	+$3.59M	1	0.39%	New
225	HFA Harbert Fund Advisors Birmingham, Alabama	$4.03M	+$102K	1	5.38%	Increased