← 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	Ensign Peak Advisors Salt Lake City, Utah	$18.5M	+$3.58M	5	0.04%	Increased
202	Envestnet Asset Management Chicago, Illinois	$18.4M	+$5.07M	7	0.01%	Increased
203	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$18.2M	+$517K	2	0.04%	Increased
204	LFDLE La Financiere de L'Echiquier Paris, France	$17.9M	-$3.08M	1	0.83%	Reduced
205	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$17.8M	+$14.7M	3	2.67%	Increased
206	Cantor Fitzgerald New York	$17.8M	-$9.6M	6	3.65%	Reduced
207	SM Samjo Management New York	$17.3M	+$15.6M	1	6.13%	New
208	Walleye Trading New York	$17.2M	+$8.57M	7	0.04%	Increased
209	Aquatic Capital Management Chicago, Illinois	$16.8M	+$16.1M	7	0.43%	Increased
210	DSCM Divisadero Street Capital Management Miami, Florida	$16.8M	+$10.6M	2	3.8%	Increased
211	Amundi Paris, France	$16.6M	-$1.38M	8	0.01%	Reduced
212	Mackenzie Financial Toronto Ontario, Ontario, Canada	$16.5M	+$2.55M	6	0.02%	Increased
213	Winslow Capital Management Minneapolis, Minnesota	$16.1M	$0	1	0.07%	Maintained
214	TSS Two Sigma Securities New York	$15.8M	-$3.02M	12	0.15%	Reduced
215	HighTower Advisors Chicago, Illinois	$15.8M	+$3.26M	13	0.03%	Increased
216	Cookson Peirce & Co Pittsburgh, Pennsylvania	$15.7M	+$14M	1	0.95%	Increased
217	Segall Bryant & Hamill Chicago, Illinois	$15.6M	+$2.69M	1	0.3%	Increased
218	Nordea Investment Management Stockholm, Sweden	$15.5M	-$2.73M	1	0.02%	Reduced
219	Armistice Capital New York	$15.5M	-$2.07M	3	0.21%	Reduced
220	Commerce Bank Kansas City, Missouri	$15.5M	-$37.8K	3	0.11%	Reduced
221	Pictet Asset Management Carouge, Switzerland	$15.2M	-$1.27M	8	0.02%	Reduced
222	TP Teca Partners Austin, Texas	$15.1M	+$2.21M	1	10.73%	Increased
223	AC Alfreton Capital Radlett, Hertfordshire, United Kingdom	$15.1M	+$15.5M	1	6.17%	New
224	SIG Sargent Investment Group Bethesda, Maryland	$15.1M	-$580K	2	3.3%	Reduced
225	Banque Pictet & Cie Geneva 73, Switzerland	$14.8M	-$595K	3	0.12%	Reduced