← 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	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$31.1M	+$2.41M	6	0.12%	Increased
202	AAM Augustine Asset Management Jacksonville, Florida	$31M	-$1.67M	1	11.97%	Reduced
203	AFIA America First Investment Advisors Omaha, Nebraska	$30M	-$849K	1	7.39%	Reduced
204	AP Adero Partners Pleasanton, California	$29.8M	-$1.94K	2	2.17%	Reduced
205	State of New Jersey Common Pension Fund D Trenton, New Jersey	$29.7M	-$9.77M	6	0.13%	Reduced
206	MWM MGB Wealth Management Addison, Texas	$29.6M	-$970K	1	11.08%	Reduced
207	Teacher Retirement System of Texas Austin, Texas	$29.1M	+$1.85M	5	0.17%	Increased
208	Mariner Overland Park, Kansas	$28.6M	+$1.31M	13	0.06%	Increased
209	CIS Connors Investor Services Wyomissing, Pennsylvania	$28M	-$1.25M	2	2.92%	Reduced
210	BAMCO Inc New York	$27.5M	+$24.1M	1	0.08%	New
211	Prudential Financial Newark, New Jersey	$27.4M	+$10.9M	8	0.04%	Increased
212	SCM Steadview Capital Management London, United Kingdom	$27.1M	+$1.83M	1	9.11%	Increased
213	GPTE Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland	$27M	+$7.88M	1	9.4%	Increased
214	CAPTRUST Financial Advisors Raleigh, North Carolina	$26.9M	+$4.79M	5	0.09%	Increased
215	Rubric Capital Management (New York) New York	$26.7M	$0	1	0.7%	Maintained
216	TP Teca Partners Austin, Texas	$26.2M	+$4.81M	1	18.28%	Increased
217	Palisade Capital Management Fort Lee, New Jersey	$26M	-$457K	1	0.71%	Reduced
218	Commerce Bank Kansas City, Missouri	$25.9M	+$3.28M	3	0.17%	Increased
219	Pictet Asset Management Carouge, Switzerland	$25.8M	+$2.16K	8	0.03%	Increased
220	LFDLE La Financiere de L'Echiquier Paris, France	$25.4M	+$2.1M	1	1.11%	Increased
221	Asset Management One Tokyo, Japan	$25.3M	+$241K	4	0.1%	Increased
222	Walleye Capital New York	$25.2M	+$5.24M	9	0.04%	Increased
223	TP Toronado Partners San Francisco, California	$24.9M	-$4.54M	2	15.94%	Reduced
224	Cetera Investment Advisers Schaumburg, Illinois	$24.3M	+$5.09M	9	0.06%	Increased
225	Corient Private Wealth Miami, Florida	$24.2M	+$9.49M	7	0.04%	Increased