← 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	Royce & Associates New York	$7.49M	+$1.83M	4	0.08%	Increased
202	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.44M	$0	6	0.06%	Maintained
203	Oppenheimer Asset Management New York	$7.1M	+$323K	3	0.15%	Increased
204	Two Sigma Investments New York	$7.04M	+$126K	6	0.03%	Increased
205	Cambiar Investors Denver, Colorado	$7.03M	-$4.35M	1	0.32%	Reduced
206	IAM Impala Asset Management Palm Beach, Florida	$7M	+$4.92M	1	0.8%	New
207	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$6.88M	+$5.68M	1	0.94%	New
208	SM Senvest Management New York	$6.61M	+$5.45M	1	0.41%	New
209	EIM Essex Investment Management Boston, Massachusetts	$6.42M	-$304K	4	1.05%	Reduced
210	Baird Financial Group Milwaukee, Wisconsin	$6.24M	-$660K	2	0.02%	Reduced
211	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$6.13M	+$4.59M	1	0.65%	New
212	PSC Prentiss Smith & Co Brattleboro, Vermont	$6.07M	+$2.99M	2	3.75%	Increased
213	Oppenheimer & Co New York	$6.05M	+$1.64M	2	0.16%	Increased
214	New York State Teachers Retirement System (NYSTRS) Albany, New York	$5.77M	-$225K	2	0.01%	Reduced
215	PGDP Pragma Gestao de Patrimonio Sao Paulo, Brazil	$5.74M	+$1.65M	1	3.65%	Increased
216	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$5.71M	$0	1	0.05%	Maintained
217	Mutual of America Capital Management New York	$5.68M	+$393K	1	0.08%	Increased
218	RIM Ranger Investment Management Dallas, Texas	$5.49M	+$3.86M	1	0.38%	New
219	Los Angeles Capital Management Los Angeles, California	$5.41M	-$879K	5	0.03%	Reduced
220	ORI Oak Ridge Investments Chicago, Illinois	$5.35M	+$3.77M	1	0.45%	New
221	First Manhattan New York	$5.35M	+$1.38M	2	0.03%	Increased
222	AIG American International Group New York	$5.34M	+$852K	10	0.03%	Increased
223	GGHC Gilder Gagnon Howe & Co New York	$5.31M	-$31.5M	1	0.04%	Reduced
224	RAM Roumell Asset Management Chevy Chase, Maryland	$5.2M	+$3.67M	1	12.54%	Increased
225	Rothschild & Co Asset Management US Stamford, Connecticut	$5.15M	-$30.5M	2	0.08%	Reduced