← 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	BCM Basso Capital Management Stamford, Connecticut	$14.6M	-$11.2M	7	1.53%	Reduced
202	AGC Angelo Gordon & Co New York	$14.5M	+$11.6M	2	1.61%	Increased
203	CC Covalis Capital London, United Kingdom	$14.2M	$0	2	2.74%	Maintained
204	KC Kryger Capital London, United Kingdom	$14.1M	+$126K	3	0.95%	Increased
205	SCA Summit Creek Advisors Minneapolis, Minnesota	$13.7M	+$3.94M	1	1.75%	Increased
206	GCM Glynn Capital Management Menlo Park, California	$13.7M	-$8.36M	1	2.84%	Reduced
207	Fort Washington Investment Advisors Cincinnati, Ohio	$13.2M	+$2.4M	1	0.1%	Increased
208	Jennison Associates New York	$13.2M	+$7.81M	2	0.01%	Increased
209	Fred Alger Management New York	$13M	-$94.4M	4	0.06%	Reduced
210	CCP Corbin Capital Partners New York	$12.9M	$0	2	2.93%	Maintained
211	ECG EPIQ Capital Group San Francisco, California	$12.7M	-$1.8M	1	4.98%	Reduced
212	Karpus Investment Management Pittsford, New York	$12.6M	-$10.6M	6	0.42%	Reduced
213	WC Westwind Capital Las Cruces, New Mexico	$12.5M	-$129K	1	4.09%	Reduced
214	CCPM Cooper Creek Partners Management New York	$12.5M	-$20.7M	2	1.49%	Reduced
215	LPL Financial San Diego, California	$12.4M	-$1.34M	7	0.01%	Reduced
216	ICM Indaba Capital Management San Francisco, California	$12.4M	+$14.4M	1	1.63%	New
217	AIC AWM Investment Company New York	$12.3M	+$3.66M	2	1.94%	Increased
218	Canada Life Winnipeg, Manitoba, Canada	$12.3M	+$285K	5	0.03%	Increased
219	Hood River Capital Management Palm Beach Gardens, Florida	$12.2M	+$4.91M	1	0.49%	Increased
220	PHAM Pacific Heights Asset Management San Francisco, California	$12.2M	+$494K	1	1.24%	Increased
221	AO Allen Operations New York	$12M	$0	1	3.02%	Maintained
222	Axa Paris, France	$12M	+$615K	4	0.04%	Increased
223	TP Teca Partners Austin, Texas	$12M	+$3.25M	1	18.02%	Increased
224	WCMNY Westchester Capital Management (New York) Valhalla, New York	$12M	$0	2	0.33%	Maintained
225	SCM Steadfast Capital Management New York	$12M	+$20.7M	1	0.26%	Increased