← 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
Gotham Asset Management
Gotham Asset Management
New York
$23.8M -$3.75M 7 0.31% Reduced
227
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$23.7M -$8.37M 5 0.49% Reduced
228
MML Investors Services
MML Investors Services
Massachusetts
$23.6M +$5.85M 6 0.1% Increased
229
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$23.2M +$1.14M 7 0.8% Increased
230
Aberdeen Group
Aberdeen Group
United Kingdom
$23.2M -$11.8M 3 0.04% Reduced
231
Munro Partners
Munro Partners
Australia
$23M -$13.6M 1 0.85% Reduced
232
AC
Avenir Corporation
Virginia
$22.8M +$84K 1 2.21% Increased
233
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$22.5M +$12.3M 3 0.23% Increased
234
EC
Edenbrook Capital
New York
$22.4M $0 1 8.45% Maintained
235
AC
Alfreton Capital
United Kingdom
$22.2M $0 1 9.18% Maintained
236
Seven Grand Managers
Seven Grand Managers
New York
$22.2M +$16.7M 2 10.03% Increased
237
Braun Stacey Associates
Braun Stacey Associates
New York
$22.2M +$201K 1 0.86% Increased
238
OAM
Ophir Asset Management
Australia
$21.9M -$15.4M 1 3.88% Reduced
239
Arizona State Retirement System
Arizona State Retirement System
Arizona
$21.5M +$670K 10 0.14% Increased
240
ER
EVR Research
Virginia
$20.7M -$8.98M 3 6.18% Reduced
241
Sculptor Capital
Sculptor Capital
New York
$20.6M +$3.25M 4 0.39% Increased
242
Royal London Asset Management
Royal London Asset Management
United Kingdom
$20.6M +$1.18M 1 0.05% Increased
243
DSAM
Dock Street Asset Management
Florida
$20.5M +$18.2M 1 2.87% New
244
Los Angeles Capital Management
Los Angeles Capital Management
California
$20.3M -$43M 5 0.07% Reduced
245
Nomura Asset Management
Nomura Asset Management
Japan
$20.2M +$3.9M 2 0.07% Increased
246
Truist Financial
Truist Financial
North Carolina
$20M +$3.09M 7 0.03% Increased
247
DC
Defender Capital
North Carolina
$20M +$3.93M 1 6.83% Increased
248
Storebrand Asset Management
Storebrand Asset Management
Norway
$20M +$10.6M 3 0.07% Increased
249
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$19.9M +$3.33M 9 0.02% Increased
250
Resona Asset Management
Resona Asset Management
Japan
$19.6M -$250K 3 0.12% Reduced
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