← 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	Natixis Advisors Boston, Massachusetts	$11M	-$137K	3	0.07%	Reduced
202	VOYA Investment Management Atlanta, Georgia	$11M	-$9.1M	5	0.02%	Reduced
203	SIG Sargent Investment Group Bethesda, Maryland	$10.9M	-$113K	2	3.96%	Reduced
204	PHP Parkman Healthcare Partners Stamford, Connecticut	$10.4M	-$404K	2	2.76%	Reduced
205	PGM Parian Global Management Pound Ridge, New York	$10.4M	+$12.3M	1	3.31%	New
206	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$10.3M	$0	1	2.19%	Maintained
207	Royce & Associates New York	$10.2M	+$922K	5	0.11%	Increased
208	II Ibex Investors Denver, Colorado	$10.1M	$0	1	5.33%	Maintained
209	2L 22NW LP Seattle, Washington	$10M	$0	1	5.09%	Maintained
210	EI EAM Investors Solana Beach, California	$9.89M	-$2.23M	6	2.34%	Reduced
211	Tower Research Capital (TRC) New York	$9.62M	+$6.62M	15	0.11%	Increased
212	EIM Essex Investment Management Boston, Massachusetts	$9.61M	+$1.1M	5	1.37%	Increased
213	Jane Street New York	$9.58M	-$469K	7	0.01%	Reduced
214	Winton Group London, United Kingdom	$9.55M	-$3.95M	3	0.31%	Reduced
215	Alyeska Investment Group Chicago, Illinois	$9.5M	+$9.5M	1	0.14%	New
216	AAM AMI Asset Management Los Angeles, California	$9.35M	-$170K	1	0.48%	Reduced
217	MCCP Mission Creek Capital Partners San Francisco, California	$9.27M	+$9.27M	1	3.65%	New
218	Oppenheimer Asset Management New York	$9.19M	+$57.8K	2	0.18%	Increased
219	HRT Financial New York	$9.18M	+$8.51M	7	0.27%	Increased
220	LAM Lapides Asset Management Greenwich, Connecticut	$9.04M	+$4.57K	1	4.96%	Increased
221	AC AltraVue Capital Bellevue, Washington	$8.53M	+$8.53M	1	3.99%	New
222	Driehaus Capital Management Chicago, Illinois	$8.51M	+$3.51M	3	0.17%	Increased
223	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$8.48M	+$754K	1	0.82%	Increased
224	MHP Manatuck Hill Partners Westport, Connecticut	$8.44M	+$5.93M	3	3.88%	Increased
225	Fifth Third Bancorp Cincinnati, Ohio	$8.44M	-$497K	4	0.05%	Reduced