← 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
226
Nordea Investment Management
Nordea Investment Management
Sweden
$20.9M -$215K 2 0.02% Reduced
227
Engineers Gate Manager
Engineers Gate Manager
New York
$20.6M -$15.4M 8 0.54% Reduced
228
DGM
Delta Global Management
New York
$20.5M +$15.7M 1 1.56% New
229
2C
272 Capital
Texas
$20.3M -$3.56M 3 8.13% Reduced
230
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$20.3M -$725K 1 0.28% Reduced
231
PCM
Parsifal Capital Management
Connecticut
$20.2M -$22.6M 1 1.4% Reduced
232
Commerce Bank
Commerce Bank
Missouri
$20.2M -$290K 3 0.13% Reduced
233
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$20M +$6.12M 3 0.04% Increased
234
EC
Edenbrook Capital
New York
$19.9M $0 1 4.7% Maintained
235
SM
Samjo Management
New York
$19.7M +$7.68M 2 6.93% Increased
236
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$19.5M +$1.95M 6 0.05% Increased
237
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.2M +$297K 6 0.07% Increased
238
DnB Asset Management
DnB Asset Management
Norway
$19.2M +$10.6M 2 0.1% Increased
239
Arizona State Retirement System
Arizona State Retirement System
Arizona
$19M +$641K 10 0.13% Increased
240
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.8M +$7.91M 12 0.08% Increased
241
Canada Life
Canada Life
Manitoba, Canada
$18.8M +$9.41M 3 0.04% Increased
242
CWA Asset Management Group
CWA Asset Management Group
Florida
$18.7M +$11.5M 1 1.14% Increased
243
Winslow Capital Management
Winslow Capital Management
Minnesota
$18.6M $0 1 0.07% Maintained
244
BL
BWCP LP
Texas
$18.6M +$4.17M 1 4.76% Increased
245
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$18.3M +$8.13M 5 0.12% Increased
246
Braun Stacey Associates
Braun Stacey Associates
New York
$18.3M +$14M 1 0.72% New
247
Brighton Jones LLC
Brighton Jones LLC
Washington
$18.1M -$4.21M 2 0.65% Reduced
248
TAM
Telemark Asset Management
Massachusetts
$17.9M +$5.7M 1 1.85% Increased
249
Resona Asset Management
Resona Asset Management
Japan
$17.9M +$16M 3 0.11% New
250
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.8M +$12.4M 8 0.04% Increased
8 9
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