← 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	2C 272 Capital Dallas, Texas	$12.2M	+$621K	3	5.07%	Increased
202	SCA Sassicaia Capital Advisers Jericho, New York	$12M	+$7.53M	3	10.39%	New
203	Thornburg Investment Management Santa Fe, New Mexico	$11.9M	+$1.26M	1	0.2%	Increased
204	APG Asset Management Amsterdam, Netherlands	$11.8M	-$1.74M	1	0.03%	Reduced
205	Segall Bryant & Hamill Chicago, Illinois	$11.4M	+$1.72M	3	0.12%	Increased
206	AO Allen Operations New York	$11.2M	$0	1	2.84%	Maintained
207	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$11.2M	+$407K	4	0.02%	Increased
208	Verition Fund Management Greenwich, Connecticut	$11.1M	-$10M	7	0.15%	Reduced
209	Group One Trading Chicago, Illinois	$11M	+$1.2M	12	0.04%	Increased
210	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$10.9M	+$3.76M	7	0.01%	Increased
211	Pinnacle Associates New York	$10.9M	+$858K	3	0.22%	Increased
212	Canada Life Winnipeg, Manitoba, Canada	$10.9M	-$4.63M	4	0.03%	Reduced
213	Balyasny Asset Management Chicago, Illinois	$10.9M	-$596K	8	0.03%	Reduced
214	LCM Lakewood Capital Management New York	$10.8M	-$787K	1	0.88%	Reduced
215	CPWM Cypress Point Wealth Management Dallas, Texas	$10.7M	+$205K	1	15.09%	Increased
216	Cambridge Investment Research Advisors Fairfield, Iowa	$10.6M	+$1.55M	6	0.05%	Increased
217	BAM Bullseye Asset Management Denver, Colorado	$10.6M	-$253K	2	5.4%	Reduced
218	Wolverine Asset Management Chicago, Illinois	$10.5M	-$10M	8	0.12%	Reduced
219	Great Lakes Advisors Chicago, Illinois	$10.3M	+$9.17M	1	0.09%	New
220	Quadrature Capital London, United Kingdom	$10.3M	+$4.32M	6	0.28%	Increased
221	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$10.2M	-$10.1M	3	0.64%	Reduced
222	AP Atwood & Palmer Kansas City, Missouri	$10M	+$276K	1	0.94%	Increased
223	CIM Contrarius Investment Management St. Helier, Jersey	$10M	+$8.35M	1	0.53%	New
224	TI Think Investments San Francisco, California	$9.88M	+$8.22M	1	2.26%	New
225	Första AP-fonden Stockholm, Sweden	$9.81M	+$5.56M	1	0.12%	Increased