← 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
251
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$99.9M +$61.2M 3 0.13% Increased
252
Calamos Advisors
Calamos Advisors
Illinois
$99.9M -$13.6M 3 0.33% Reduced
253
KC
Keenan Capital
California
$98.5M $0 1 19.48% Maintained
254
SCM
Spyglass Capital Management
California
$98.4M +$11.8M 1 5.33% Increased
255
APG Asset Management
APG Asset Management
Netherlands
$97.9M +$28.1M 1 0.24% Increased
256
HighTower Advisors
HighTower Advisors
Illinois
$96.2M -$294K 10 0.09% Reduced
257
BC
BIT Capital
Germany
$95.9M -$62.7M 1 2.84% Reduced
258
Rakuten Investment Management
Rakuten Investment Management
Japan
$95.8M +$14.2M 2 0.28% Increased
259
PineBridge Investments
PineBridge Investments
New York
$95.8M -$15.1M 3 0.79% Reduced
260
IMC Chicago
IMC Chicago
Illinois
$94.9M +$30.5M 17 0.02% Increased
261
Pacer Advisors
Pacer Advisors
Pennsylvania
$94.5M +$15.9M 3 0.24% Increased
262
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$94.4M +$63.3M 3 0.44% Increased
263
Panagora Asset Management
Panagora Asset Management
Massachusetts
$93M -$163M 5 0.29% Reduced
264
CIBC World Market
CIBC World Market
Ontario, Canada
$92.5M +$36.5M 5 0.15% Increased
265
Sanctuary Advisors
Sanctuary Advisors
Indiana
$92M +$7.39M 11 0.43% Increased
266
Mediolanum International Funds
Mediolanum International Funds
Ireland
$91.6M +$10.4M 2 0.78% Increased
267
Primecap Management
Primecap Management
California
$90.3M +$676K 1 0.05% Increased
268
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$90.2M -$5.19M 3 0.44% Reduced
269
Alphabet Inc
Alphabet Inc
California
$89.9M $0 1 0.09% Maintained
270
Woodline Partners
Woodline Partners
California
$89.5M +$2.46M 4 0.28% Increased
271
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$89M +$1.63M 20 0.04% Increased
272
INTECH Investment Management
INTECH Investment Management
Florida
$88.7M +$2.89M 14 0.81% Increased
273
AGF Management
AGF Management
Ontario, Canada
$88.7M -$36.6M 2 0.34% Reduced
274
DSAM
Dock Street Asset Management
Florida
$88M +$1.25M 1 8.13% Increased
275
William Blair & Company
William Blair & Company
Illinois
$87.6M -$20.2M 8 0.23% Reduced