← 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	CH CVI Holdings Wilmington, Delaware	$9.86M	-$8.36M	5	1.26%	Reduced
202	GCM Glynn Capital Management Menlo Park, California	$9.66M	$0	1	2.34%	Maintained
203	BAM Bullseye Asset Management Denver, Colorado	$9.66M	-$49.8K	3	5.23%	Reduced
204	Prudential Financial Newark, New Jersey	$9.64M	-$2.95M	6	0.02%	Reduced
205	OAM Ophir Asset Management Sydney, Australia	$9.62M	+$9.54M	1	1.85%	New
206	AMC Atlas Merchant Capital New York	$9.61M	+$9.51M	3	1.55%	New
207	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$9.46M	-$2M	6	0.04%	Reduced
208	LPL Financial San Diego, California	$9.45M	+$354K	8	0.01%	Increased
209	Woodline Partners San Francisco, California	$9.42M	+$1.32M	7	0.13%	Increased
210	AIC AWM Investment Company New York	$9.41M	-$1.89M	2	1.36%	Reduced
211	Whale Rock Capital Management Boston, Massachusetts	$9.39M	-$4.07M	1	0.32%	Reduced
212	Segall Bryant & Hamill Chicago, Illinois	$9.36M	+$967K	2	0.1%	Increased
213	Osaic Holdings Scottsdale, Arizona	$9.22M	+$1.05M	26	0.02%	Increased
214	Disciplined Growth Investors Minneapolis, Minnesota	$9.18M	+$91.7K	1	0.24%	Increased
215	CIS Connors Investor Services Wyomissing, Pennsylvania	$9.17M	-$2.24K	2	1.14%	Reduced
216	Nordea Investment Management Stockholm, Sweden	$9.01M	-$2.22M	2	0.01%	Reduced
217	Axa Paris, France	$8.87M	-$183K	3	0.03%	Reduced
218	Banque Pictet & Cie Geneva 73, Switzerland	$8.84M	+$364K	4	0.09%	Increased
219	State of New Jersey Common Pension Fund D Trenton, New Jersey	$8.65M	-$4.49M	2	0.03%	Reduced
220	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$8.64M	+$1.38M	2	0.01%	Increased
221	AO Allen Operations New York	$8.51M	$0	1	2.28%	Maintained
222	Alyeska Investment Group Chicago, Illinois	$8.42M	+$7.33M	1	0.09%	Increased
223	Glenmede Trust Philadelphia, Pennsylvania	$8.34M	-$1.09M	1	0.05%	Reduced
224	Davidson Kempner Capital Management New York	$8.24M	$0	2	0.16%	Maintained
225	CPWM Cypress Point Wealth Management Dallas, Texas	$7.96M	-$7.6M	1	12.48%	Reduced