← 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
SGAM
Smith Group Asset Management
Texas
$25.4M +$18.4M 1 1.45% Increased
202
Lazard Asset Management
Lazard Asset Management
New York
$25.1M +$16.5M 11 0.03% Increased
203
MWM
MGB Wealth Management
Texas
$25M +$18.1M 1 10.17% Increased
204
OAM
Ophir Asset Management
Australia
$25M +$568K 1 4.38% Increased
205
Gotham Asset Management
Gotham Asset Management
New York
$24.9M -$2.57M 6 0.38% Reduced
206
Trexquant Investment
Trexquant Investment
Connecticut
$24.6M -$6.23M 5 0.49% Reduced
207
AC
Avenir Corporation
Virginia
$24.4M +$23.3M 1 2.09% New
208
ARAM
Ardmore Road Asset Management
New York
$24.2M +$5.29M 1 4.27% Increased
209
Mariner
Mariner
Kansas
$24.1M +$10.4M 13 0.05% Increased
210
AC
Alfreton Capital
United Kingdom
$23.9M +$7.71M 1 10.78% Increased
211
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$23.9M +$1.01M 12 0.06% Increased
212
IECM
Intrinsic Edge Capital Management
Illinois
$23.7M +$11.4M 2 1.86% Increased
213
Pictet Asset Management
Pictet Asset Management
Switzerland
$23.5M +$2.9M 8 0.03% Increased
214
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$23.3M +$12.1M 4 0.15% Increased
215
TP
Teca Partners
Texas
$23.2M +$6.99M 1 14.72% Increased
216
AG
Arctis Global
Puerto Rico
$23M +$1.08M 1 100% Increased
217
Asset Management One
Asset Management One
Japan
$22.7M +$2.68M 4 0.09% Increased
218
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$22.6M $0 1 0.67% Maintained
219
3CP
3G Capital Partners
New York
$22.5M +$17.2M 1 9.45% New
220
Glenmede Trust
Glenmede Trust
Pennsylvania
$21.7M +$8.5M 4 0.11% Increased
221
HighTower Advisors
HighTower Advisors
Illinois
$21.7M +$464K 11 0.04% Increased
222
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$21.4M +$619K 12 0.44% Increased
223
Allianz Asset Management
Allianz Asset Management
Germany
$21.4M +$14M 4 0.03% Increased
224
LFDLE
La Financiere de L'Echiquier
France
$21M -$2.79M 1 0.9% Reduced
225
SCM
Steadview Capital Management
United Kingdom
$20.9M +$16M 1 6.19% New
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