← 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	DFO Duquesne Family Office New York	$42.2M	-$58.1M	2	1.37%	Reduced
202	HCM Hitchwood Capital Management New York	$41.3M	+$25.2M	1	1.19%	Increased
203	EC Edenbrook Capital Mt. Kisco, New York	$40.9M	+$753K	1	4.16%	Increased
204	IVM InterWest Venture Management San Francisco, California	$40.2M	$0	1	16.64%	Maintained
205	Riverbridge Partners Minneapolis, Minnesota	$39.7M	-$132K	1	0.4%	Reduced
206	SEI Investments Oaks, Pennsylvania	$39.2M	+$11M	7	0.08%	Increased
207	JP Morgan Private Wealth Advisors San Francisco, California	$38.3M	+$15.2M	7	0.09%	Increased
208	Menora Mivtachim Holdings Ramat Gan, Israel	$38.2M	+$7.92M	1	0.56%	Increased
209	CIP Champlain Investment Partners Burlington, Vermont	$38.2M	+$43.3M	1	0.18%	New
210	TP Toronado Partners San Francisco, California	$37.8M	-$5.56M	1	13.28%	Reduced
211	GIG Goodnow Investment Group Darien, Connecticut	$37.7M	+$35.4M	1	3.14%	New
212	Scout Investments Kansas City, Missouri	$37.6M	+$9.59M	3	0.56%	Increased
213	Marshall Wace North America New York	$37M	-$35.7M	7	0.16%	Reduced
214	Cresset Asset Management Chicago, Illinois	$36.9M	-$2.14M	6	0.5%	Reduced
215	SCM Sandler Capital Management New York	$36.6M	+$2.78M	1	3.24%	Increased
216	AH Allen Holding New York	$36.1M	+$16.9M	1	5.34%	Increased
217	PHS PFM Health Sciences San Francisco, California	$35.5M	+$35.6M	1	1.04%	New
218	ECG EPIQ Capital Group San Francisco, California	$35M	-$955K	1	3.62%	Reduced
219	Raymond James Financial Services Advisors St. Petersburg, Florida	$35M	-$472K	6	0.07%	Reduced
220	GCIA Gabelli & Co Investment Advisers Rye, New York	$34.8M	+$3.66M	4	4.21%	Increased
221	BHMP Bardin Hill Management Partners New York	$34.7M	+$9.54M	2	5.61%	Increased
222	Osaic Holdings Scottsdale, Arizona	$33.8M	+$45.1K	27	0.07%	Increased
223	AQR Arbitrage Greenwich, Connecticut	$33.6M	-$2.43M	7	0.96%	Reduced
224	Ghisallo Capital Management Boston, Massachusetts	$33.2M	+$14.6M	9	1.26%	Increased
225	Maverick Capital Dallas, Texas	$33.1M	+$4.69M	2	0.33%	Increased