← 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
376	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$51.6M	+$3.77M	2	0.35%	Increased
377	AssetMark Inc Concord, California	$51.2M	-$2.07M	8	0.09%	Reduced
378	Kingsview Wealth Management Grants Pass, Oregon	$51.1M	+$1.52M	2	0.62%	Increased
379	Massachusetts Financial Services Boston, Massachusetts	$51.1M	-$460M	5	0.02%	Reduced
380	AP Atwood & Palmer Kansas City, Missouri	$50.9M	-$173K	1	2.71%	Reduced
381	Bridgeway Capital Management Houston, Texas	$50.6M	+$20.6M	15	0.89%	Increased
382	RTW Investments New York	$50.2M	-$83.6M	2	0.43%	Reduced
383	Oregon Public Employees Retirement Fund Tigard, Oregon	$50M	+$3.81M	2	0.54%	Increased
384	SIG Sargent Investment Group Bethesda, Maryland	$49.7M	-$4.05M	4	5.98%	Reduced
385	Summit Trail Advisors New York	$49.5M	-$355K	8	0.62%	Reduced
386	CIS Connors Investor Services Wyomissing, Pennsylvania	$49.1M	-$21.5M	2	4.25%	Reduced
387	AC Alfreton Capital Radlett, Hertfordshire, United Kingdom	$49M	-$6.32M	1	12.3%	Reduced
388	Temasek Holdings Singapore	$49M	-$19.5M	4	0.13%	Reduced
389	3CP 3G Capital Partners New York	$48.9M	$0	1	13.11%	Maintained
390	Summit Financial Parsippany, New Jersey	$48.8M	+$505K	6	0.54%	Increased
391	Elo Mutual Pension Insurance Espoo, Finland	$48.4M	+$6.74M	2	0.62%	Increased
392	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$48.1M	-$562K	2	0.71%	Reduced
393	Stephens Investment Management Group Houston, Texas	$48.1M	+$7.38M	2	0.52%	Increased
394	VCAM Van Cleef Asset Management Beachwood, Ohio	$47.7M	-$1.4M	1	4.86%	Reduced
395	Dragoneer Investment Group San Francisco, California	$47.5M	$0	1	1.67%	Maintained
396	State of Alaska Department of Revenue Juneau, Alaska	$47.4M	-$337K	7	0.47%	Reduced
397	Eurizon Capital SGR SpA Milan,	$47M	-$69.9M	4	0.13%	Reduced
398	OP Asset Management Helsinki,	$46.8M	-$18.4M	5	0.5%	Reduced
399	SRFM Shannon River Fund Management New York	$46.6M	-$2.21M	1	4.16%	Reduced
400	CastleKnight Management New York	$45.9M	+$35.8M	5	0.62%	Increased