← 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	Salem Investment Counselors Winston Salem, North Carolina	$133M	-$16.7M	7	3.81%	Reduced
252	Amalgamated Bank New York	$133M	+$22.6M	19	0.95%	Increased
253	Altshuler Shaham Tel Aviv, Israel	$132M	+$77.6M	4	2.16%	Increased
254	Woodline Partners San Francisco, California	$132M	+$67M	3	0.62%	Increased
255	Disciplined Growth Investors Minneapolis, Minnesota	$132M	+$104M	3	2.39%	Increased
256	PineBridge Investments New York	$131M	+$101K	3	0.98%	Increased
257	GGHC Gilder Gagnon Howe & Co New York	$131M	-$17.1M	5	1.33%	Reduced
258	Retirement Systems of Alabama Montgomery, Alabama	$130M	+$31.3M	2	0.43%	Increased
259	Truist Financial Charlotte, North Carolina	$130M	-$67.6K	8	0.18%	Reduced
260	Fuller & Thaler Asset Management San Mateo, California	$127M	+$3.71M	3	0.43%	Increased
261	MGCM Mane Global Capital Management New York	$127M	-$76.9M	1	5.76%	Reduced
262	SCM Spyglass Capital Management San Francisco, California	$126M	-$36.6M	1	6.74%	Reduced
263	Public Employees Retirement Association of Colorado Denver, Colorado	$126M	+$45M	10	0.46%	Increased
264	Wealthfront Advisers Palo Alto, California	$126M	+$5.94M	5	0.3%	Increased
265	SBI Securities Tokyo, Japan	$126M	-$1.24M	37	3.22%	Reduced
266	Primecap Management Pasadena, California	$125M	-$108M	1	0.1%	Reduced
267	Alphabet Inc Mountain View, California	$125M	$0	1	5.2%	Maintained
268	CIBC Bancorp USA Chicago, Illinois	$125M	+$103M	8	0.68%	New
269	Natixis Paris, France	$123M	-$74.4M	6	0.57%	Reduced
270	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$122M	+$41.3M	2	0.45%	Increased
271	Jones Financial Companies Des Peres, Missouri	$121M	+$24.9M	25	0.08%	Increased
272	Sanctuary Advisors Indianapolis, Indiana	$121M	+$18.3M	8	0.69%	Increased
273	MC Maplelane Capital New York	$120M	+$11.4M	1	2.87%	Increased
274	SCM Steadview Capital Management London, United Kingdom	$119M	-$25.1M	1	17.02%	Reduced
275	Cardano Risk Management Rotterdam, Netherlands	$118M	+$105M	1	1.25%	New