← 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	MCM McRae Capital Management Morristown, New Jersey	$24.2M	-$2.94M	2	6%	Reduced
202	OCMI Oaktop Capital Management II Chatham, New Jersey	$24.1M	$0	1	3.71%	Maintained
203	Woodline Partners San Francisco, California	$23.6M	+$2.65M	1	0.52%	Increased
204	Axa Paris, France	$23.4M	-$31M	4	0.07%	Reduced
205	Marshall Wace London, United Kingdom	$23.2M	+$20.9M	10	0.11%	Increased
206	PCM Parsifal Capital Management Greenwich, Connecticut	$23.2M	+$27.7M	1	2.06%	New
207	CHM Collaborative Holdings Management New York	$23.1M	+$12.3M	3	12.74%	Increased
208	ExodusPoint Capital Management New York	$23M	+$14.5M	12	0.33%	Increased
209	Schroder Investment Management Group London, United Kingdom	$22.7M	+$23M	3	0.03%	Increased
210	BCA Bernzott Capital Advisors Camarillo, California	$22.7M	-$49.4M	1	1.99%	Reduced
211	Braun Stacey Associates New York	$22.7M	-$7.17M	1	0.96%	Reduced
212	HighTower Advisors Chicago, Illinois	$22.5M	+$8.22M	9	0.07%	Increased
213	RIM Ranger Investment Management Dallas, Texas	$22M	-$3.49M	1	1.21%	Reduced
214	Cubist Systematic Strategies Stamford, Connecticut	$22M	+$17.5M	13	0.28%	Increased
215	Macquarie Group Sydney, NSW 2000, Australia	$21.9M	-$10.4M	5	0.03%	Reduced
216	BNP Paribas Financial Markets Paris, France	$21.9M	-$33.6M	10	0.03%	Reduced
217	Phoenix Financial Givatayim, Israel	$21.8M	-$53.7M	1	0.49%	Reduced
218	Scout Investments Kansas City, Missouri	$21.7M	-$27.9M	2	0.33%	Reduced
219	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$21.6M	+$4.6M	11	0.02%	Increased
220	Hood River Capital Management Palm Beach Gardens, Florida	$21.5M	+$16M	1	0.69%	New
221	PGM Parian Global Management Pound Ridge, New York	$21.4M	-$6.07M	1	9.78%	Reduced
222	PEAK6 Investments Chicago, Illinois	$21.3M	+$11.6M	6	0.05%	Increased
223	Aristeia Capital Greenwich, Connecticut	$21.2M	+$21.7M	2	0.41%	New
224	SC Shay Capital New York	$21.1M	+$248K	3	2.15%	Increased
225	CI Investments Inc Toronto, Ontario, Canada	$21.1M	-$14.5M	2	0.09%	Reduced