← 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
$65.6M -$567K 1 1.18% Reduced
27
CCI
Columbus Circle Investors
$61.7M +$7.59M 1 0.42% Increased
28
Morgan Stanley
Morgan Stanley
New York
$59M -$10.4M 10 0.02% Reduced
29
AC
Amici Capital
New York
$58.9M +$15.4M 1 1.86% Increased
30
ING Group
ING Group
Netherlands
$57.1M -$1.55M 1 0.29% Reduced
31
Renaissance Technologies
Renaissance Technologies
New York
$56.8M +$11.4M 6 0.13% Increased
32
Manning & Napier Advisors
Manning & Napier Advisors
New York
$56.6M +$8.34M 1 0.22% Increased
33
AIM
Assured Investment Management
New York
$56M +$9.27M 1 0.95% Increased
34
Geode Capital Management
Geode Capital Management
Massachusetts
$54.1M +$447K 10 0.03% Increased
35
D.E. Shaw & Co
D.E. Shaw & Co
New York
$52.8M +$28.1M 4 0.07% Increased
36
BCM
Brown Capital Management
Maryland
$52.1M -$9.45M 1 0.87% Reduced
37
Bank of New York Mellon
Bank of New York Mellon
New York
$50.8M -$999K 9 0.01% Reduced
38
Riverbridge Partners
Riverbridge Partners
Minnesota
$50M +$1.29M 1 0.87% Increased
39
Wells Fargo
Wells Fargo
California
$47.3M -$6.14M 7 0.02% Reduced
40
CAM
Cortina Asset Management
Wisconsin
$45.6M +$3.67M 3 1.73% Increased
41
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$45M -$8.66M 4 0.07% Reduced
42
ACM
Archon Capital Management
Washington
$44.1M -$12.4M 2 14.83% Reduced
43
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$41.3M -$10.1M 5 0.03% Reduced
44
FCM
Freshford Capital Management
New York
$38.6M -$29M 1 5.06% Reduced
45
BlackRock Group
BlackRock Group
United Kingdom
$33.7M +$4.05M 3 0.02% Increased
46
UBS AM
UBS AM
Illinois
$30.6M +$13.3M 4 0.03% Increased
47
Granahan Investment Management
Granahan Investment Management
Massachusetts
$30.1M +$5.99M 1 0.88% Increased
48
CPM
Chesapeake Partners Management
Maryland
$29.2M $0 1 0.88% Maintained
49
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$28.1M -$20M 1 0.22% Reduced
50
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$28.1M +$3.08M 1 3.36% Increased
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