← 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	Renaissance Technologies New York	$57.2M	+$1.88M	7	0.16%	Increased
27	STRS Ohio Columbus, Ohio	$55.3M	+$163K	4	0.24%	Increased
28	D.E. Shaw & Co New York	$54.5M	-$2.73M	5	0.07%	Reduced
29	Riverbridge Partners Minneapolis, Minnesota	$51.8M	-$4.44M	1	1.01%	Reduced
30	Manning & Napier Advisors Fairport, New York	$50.8M	+$4.76M	1	0.21%	Increased
31	Geode Capital Management Boston, Massachusetts	$49.2M	-$1.8M	10	0.03%	Reduced
32	Bank of New York Mellon New York	$48.9M	-$401K	9	0.01%	Reduced
33	CAM Cortina Asset Management Milwaukee, Wisconsin	$45.7M	+$2.31M	3	1.95%	Increased
34	Norges Bank Oslo, Norway	$44.3M	-$44.4M	3	0.02%	Reduced
35	BCM Brown Capital Management Baltimore, Maryland	$42.7M	-$118K	1	0.76%	Reduced
36	Allianz Asset Management Munich, Germany	$42.2M	+$11.6M	4	0.05%	Increased
37	Morgan Stanley New York	$42.1M	-$6.94M	10	0.02%	Reduced
38	Wells Fargo San Francisco, California	$41.5M	+$1.03M	7	0.02%	Increased
39	Granahan Investment Management Waltham, Massachusetts	$41.2M	+$3.61M	1	1.27%	Increased
40	AllianceBernstein Nashville, Tennessee	$40M	+$26.3M	5	0.03%	Increased
41	Credit Suisse Zurich, Switzerland	$39.5M	+$14.7M	6	0.03%	Increased
42	New York State Common Retirement Fund Albany, New York	$38.7M	+$220K	4	0.06%	Increased
43	FCM Freshford Capital Management Rye Brook, New York	$38.3M	-$4.95M	1	5.22%	Reduced
44	T. Rowe Price Associates Baltimore, Maryland	$37.2M	-$31.1M	4	0.01%	Reduced
45	TIAA CREF Investment Management New York	$37.1M	-$3.54M	5	0.03%	Reduced
46	SRFM Shannon River Fund Management New York	$37M	+$11.5M	1	2.79%	Increased
47	UBS AM Chicago, Illinois	$36.8M	+$6.67M	4	0.04%	Increased
48	Schroder Investment Management Group London, United Kingdom	$35.4M	+$8.38M	2	0.05%	Increased
49	ING Group Amsterdam, Netherlands	$35.2M	-$13.1M	1	0.2%	Reduced
50	DCM Destrier Capital Management New York	$31.8M	+$22.6M	3	7.99%	Increased