← 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	MC Metavasi Capital Larchmont, New York	$16.1M	+$964K	2	9.08%	Increased
202	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$15.9M	+$615K	3	1.98%	Increased
203	Jacobs Levy Equity Management Florham Park, New Jersey	$15.5M	-$4.27M	5	0.09%	Reduced
204	Winslow Capital Management Minneapolis, Minnesota	$15.4M	$0	1	0.07%	Maintained
205	Armistice Capital New York	$15.4M	+$3.67M	2	0.24%	Increased
206	TP Teca Partners Austin, Texas	$15.2M	-$3.88M	1	12.88%	Reduced
207	Segall Bryant & Hamill Chicago, Illinois	$15.1M	-$1.64M	1	0.18%	Reduced
208	Pictet Asset Management Carouge, Switzerland	$15M	+$16M	7	0.02%	New
209	Principal Financial Group Des Moines, Iowa	$15M	-$7.33M	9	0.01%	Reduced
210	SC Samjo Capital New York	$15M	+$6.63M	1	5.9%	Increased
211	Candriam SCA Strassen, Luxembourg, Luxembourg	$14.9M	-$80.8K	2	0.11%	Reduced
212	Pathstone Family Office Englewood, New Jersey	$14.7M	+$472K	7	0.11%	Increased
213	Fred Alger Management New York	$14.5M	+$10.4M	1	0.08%	Increased
214	Commerce Bank Kansas City, Missouri	$14.4M	+$4.24M	3	0.11%	Increased
215	SIG Sargent Investment Group Bethesda, Maryland	$14.1M	-$146K	2	3.39%	Reduced
216	Envestnet Asset Management Chicago, Illinois	$13.7M	+$381K	10	0.01%	Increased
217	Ensign Peak Advisors Salt Lake City, Utah	$13.7M	+$2.08M	5	0.03%	Increased
218	Brighton Jones LLC Seattle, Washington	$13.7M	-$1.84M	2	0.69%	Reduced
219	CCPM Cooper Creek Partners Management New York	$13.6M	-$8.7M	1	0.78%	Reduced
220	TCIM TOMS Capital Investment Management New York	$13.5M	+$11.1M	1	0.59%	New
221	Asset Management One Tokyo, Japan	$13.4M	-$174K	3	0.06%	Reduced
222	Jump Financial Chicago, Illinois	$13.2M	+$10M	10	0.49%	Increased
223	Gotham Asset Management New York	$13M	-$6.65M	5	0.27%	Reduced
224	KWM Kanen Wealth Management Coconut Creek, Florida	$12.9M	+$323K	1	9.96%	Increased
225	Arrowstreet Capital Boston, Massachusetts	$12.9M	-$17.1M	5	0.02%	Reduced