← 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
301	AC Alfreton Capital Radlett, Hertfordshire, United Kingdom	$65.9M	+$49.6M	1	19.12%	Increased
302	Durable Capital Partners Bethesda, Maryland	$65.8M	-$47.9M	1	0.5%	Reduced
303	AE Wealth Management Topeka, Kansas	$65.6M	+$20.5M	4	0.48%	Increased
304	GW&K Investment Management Boston, Massachusetts	$65M	+$2.42M	3	0.58%	Increased
305	PCM Palestra Capital Management New York	$64.8M	+$60M	1	1.88%	New
306	VP Vitruvian Partners London, United Kingdom	$64.7M	+$50.5M	1	39.39%	New
307	Baird Financial Group Milwaukee, Wisconsin	$64.2M	+$14M	4	0.11%	Increased
308	Fjarde Ap-fonden Stockholm, Sweden	$63.8M	+$9.09M	2	0.59%	Increased
309	Riverbridge Partners Minneapolis, Minnesota	$63.1M	+$12.4M	1	1.01%	Increased
310	Brown Brothers Harriman & Co New York	$62.9M	+$27.1M	3	0.4%	Increased
311	Avantax Advisory Services Dallas, Texas	$62.9M	+$10.3M	11	0.35%	Increased
312	MSR Main Street Research Lakeville, Connecticut	$62.9M	-$52.1M	1	3.92%	Reduced
313	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$62.5M	+$14.5M	1	0.5%	Increased
314	Utah Retirement Systems Salt Lake City, Utah	$62.4M	-$1.36M	4	0.65%	Reduced
315	Aquatic Capital Management Chicago, Illinois	$62.3M	+$10.3M	3	1.26%	Increased
316	Retirement Systems of Alabama Montgomery, Alabama	$62.2M	+$1.87M	1	0.22%	Increased
317	Carson Wealth (CWM LLC) Omaha, Nebraska	$62M	+$19.4M	22	0.22%	Increased
318	Private Advisor Group Morristown, New Jersey	$61.3M	-$2.44M	9	0.33%	Reduced
319	RC Rivulet Capital Summit, New Jersey	$61.1M	+$18.2M	1	5.93%	Increased
320	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$60.5M	+$16.3M	3	0.6%	Increased
321	VCAM Van Cleef Asset Management Beachwood, Ohio	$60.3M	-$704K	1	6.5%	Reduced
322	Steward Partners Investment Advisory New York	$60.2M	-$18.8M	11	0.47%	Reduced
323	USS Investment Management London, United Kingdom	$60.2M	+$2.9M	2	0.36%	Increased
324	BAMCO Inc New York	$59.8M	+$29M	2	0.16%	Increased
325	Engineers Gate Manager New York	$59.8M	-$5.19M	11	0.74%	Reduced