← 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
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$122M -$13.6M 2 2.33% Reduced
252
PensionDanmark
PensionDanmark
Denmark
$121M +$120M 2 1.1% New
253
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$121M +$4.01M 8 0.22% Increased
254
Artisan Partners
Artisan Partners
Wisconsin
$121M -$130M 1 0.18% Reduced
255
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$120M +$18.6M 2 1.54% Increased
256
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$120M +$11.9M 9 0.28% Increased
257
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$120M +$120M 6 0.37% New
258
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$120M -$1.89M 9 0.44% Reduced
259
Truist Financial
Truist Financial
North Carolina
$120M -$4.89M 9 0.16% Reduced
260
KC
Keenan Capital
California
$119M -$18.3M 1 21.69% Reduced
261
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$118M +$16.1M 19 0.06% Increased
262
Jump Financial
Jump Financial
Illinois
$118M -$2.09M 13 1.45% Reduced
263
Cardano Risk Management
Cardano Risk Management
Netherlands
$117M +$2.04M 1 1.18% Increased
264
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$116M +$115M 2 1.61% Increased
265
Mediolanum International Funds
Mediolanum International Funds
Ireland
$115M +$1.09M 2 1.15% Increased
266
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$115M -$14.1M 2 3.25% Reduced
267
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$114M +$17.6M 2 1.06% Increased
268
Rakuten Investment Management
Rakuten Investment Management
Japan
$113M -$1.17B 2 0.38% Reduced
269
NSGL
No Street GP LP
California
$112M -$32.7M 3 7.56% Reduced
270
SBI Securities
SBI Securities
Japan
$112M -$7.01M 37 2.88% Reduced
271
US Bancorp
US Bancorp
Minnesota
$112M +$2.86M 15 0.13% Increased
272
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$111M +$97.5M 7 1.4% Increased
273
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$110M +$14.2M 17 0.36% Increased
274
Durable Capital Partners
Durable Capital Partners
Maryland
$110M -$15.4M 1 1.04% Reduced
275
CCP
Clarkston Capital Partners
Michigan
$110M +$46.3M 1 2.54% Increased