← 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
26
KAM
Keeley Asset Management
Illinois
$63.3M -$662K 1 1.09% Reduced
27
Goldman Sachs
Goldman Sachs
New York
$61.3M -$3.53M 9 0.02% Reduced
28
STRS Ohio
STRS Ohio
Ohio
$61M +$5.75M 6 0.27% Increased
29
BCM
Brown Capital Management
Maryland
$57.4M -$91.4K 1 0.95% Reduced
30
ING Group
ING Group
Netherlands
$53.9M -$8.16M 1 0.28% Reduced
31
ACM
Archon Capital Management
Washington
$52.8M +$14.8M 3 15.24% Increased
32
Geode Capital Management
Geode Capital Management
Massachusetts
$51.4M +$4.78M 10 0.03% Increased
33
CCI
Columbus Circle Investors
$51.3M +$34.7M 1 0.34% Increased
34
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$50.6M -$12.8M 3 0.08% Reduced
35
Wells Fargo
Wells Fargo
California
$50.4M +$12.1M 7 0.02% Increased
36
Bank of New York Mellon
Bank of New York Mellon
New York
$50.1M -$43.8M 9 0.01% Reduced
37
T
TOBAM
France
$49.7M +$14.6M 1 2.48% Increased
38
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$49.6M +$10.8M 8 0.04% Increased
39
Riverbridge Partners
Riverbridge Partners
Minnesota
$46.5M -$794K 1 0.84% Reduced
40
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$46.2M -$2.25M 2 0.38% Reduced
41
Norges Bank
Norges Bank
Norway
$45.1M +$4.86M 3 0.03% Increased
42
AIM
Assured Investment Management
New York
$44.2M +$8.92M 1 0.72% Increased
43
Renaissance Technologies
Renaissance Technologies
New York
$43.9M +$16.1M 7 0.11% Increased
44
Manning & Napier Advisors
Manning & Napier Advisors
New York
$43.2M +$39M 1 0.18% New
45
CAM
Cortina Asset Management
Wisconsin
$42M +$29.1M 3 1.51% Increased
46
AC
Amici Capital
New York
$40.8M +$5.3M 1 1.34% Increased
47
Allianz Asset Management
Allianz Asset Management
Germany
$33.8M +$12.5M 5 0.04% Increased
48
PM
Pembroke Management
Quebec, Canada
$31.8M -$3.27M 1 2.63% Reduced
49
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$31.3M +$27.6M 1 0.27% New
50
Granahan Investment Management
Granahan Investment Management
Massachusetts
$28.5M +$10.5M 1 0.77% Increased
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