← 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	WRBC W.R. Berkley Corp Greenwich, Connecticut	$11.8M	+$210K	9	0.57%	Increased
202	CCM CAAS Capital Management New York	$11.7M	+$585K	3	0.56%	Increased
203	Raymond James & Associates St Petersburg, Florida	$11.5M	-$1.28M	12	0.01%	Reduced
204	Calamos Advisors Naperville, Illinois	$11.3M	+$11.3M	4	0.05%	New
205	GPC Greenstone Partners & Co Larkspur, California	$11.2M	+$3.6M	1	11.25%	Increased
206	Thornburg Investment Management Santa Fe, New Mexico	$11.1M	+$11.6M	1	0.2%	New
207	WC Westwind Capital Las Cruces, New Mexico	$11.1M	-$92.6K	1	3.9%	Reduced
208	LPL Financial San Diego, California	$11.1M	+$1.03M	9	0.01%	Increased
209	Baillie Gifford & Co Edinburgh, United Kingdom	$10.9M	-$505K	5	0.01%	Reduced
210	CIS Connors Investor Services Wyomissing, Pennsylvania	$10.9M	+$1.83M	2	1.43%	Increased
211	Canada Life Winnipeg, Manitoba, Canada	$10.9M	+$3.31M	5	0.03%	Increased
212	PHAM Pacific Heights Asset Management San Francisco, California	$10.9M	$0	1	1.16%	Maintained
213	Banque Pictet & Cie Geneva 73, Switzerland	$10.8M	-$652K	4	0.12%	Reduced
214	AO Allen Operations New York	$10.8M	$0	1	2.88%	Maintained
215	Quadrature Capital London, United Kingdom	$10.7M	+$5.43M	4	0.35%	Increased
216	ER EVR Research Richmond, Virginia	$10.6M	+$4.99M	1	3.16%	Increased
217	Robertson Stephens Wealth Management San Francisco, California	$10.6M	-$23.7K	1	1.11%	Reduced
218	FPCP Fort Point Capital Partners San Francisco, California	$10.6M	$0	1	1.77%	Maintained
219	ACG Anchorage Capital Group New York	$10.5M	$0	1	0.94%	Maintained
220	Candriam SCA Strassen, Luxembourg, Luxembourg	$10.4M	+$86.3K	2	0.07%	Increased
221	Osaic Holdings Scottsdale, Arizona	$10.4M	+$369K	30	0.02%	Increased
222	Mizuho Securities USA New York	$10.3M	+$10.3M	1	1.4%	New
223	AIC AWM Investment Company New York	$10.3M	+$2.74M	2	1.56%	Increased
224	Paradigm Capital Management Inc Albany, New York	$10.2M	+$5.82M	1	0.74%	Increased
225	CCA Castle Creek Arbitrage Avon, Colorado	$10.2M	+$1.74M	3	0.56%	Increased