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 |
Granahan Investment Management
Waltham,
Massachusetts
| $51.7M | +$5.48M | 1 | 1.51% | Increased |
|
| 27 |
STRS Ohio
Columbus,
Ohio
| $51.4M | +$38K | 4 | 0.22% | Increased |
|
| 28 |
Riverbridge Partners
Minneapolis,
Minnesota
| $48.8M | -$5.32M | 1 | 0.91% | Reduced |
|
| 29 |
Norges Bank
Oslo,
Norway
| $48.7M | +$4.64M | 3 | 0.02% | Increased |
|
| 30 |
Geode Capital Management
Boston,
Massachusetts
| $48.4M | -$760K | 10 | 0.03% | Reduced |
|
| 31 |
Bank of New York Mellon
New York
| $48.1M | -$1.44M | 9 | 0.01% | Reduced |
|
| 32 |
Credit Suisse
Zurich,
Switzerland
| $44.9M | +$4.28M | 7 | 0.04% | Increased |
|
| 33 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
| $44.6M | -$2.5M | 3 | 1.97% | Reduced |
|
| 34 |
AllianceBernstein
Nashville,
Tennessee
| $44.5M | +$2.84M | 5 | 0.04% | Increased |
|
| 35 |
AC
Amici Capital
New York
| $43.6M | -$37.9M | 1 | 1.96% | Reduced |
|
| 36 |
Renaissance Technologies
New York
| $43.4M | -$12.2M | 6 | 0.1% | Reduced |
|
| 37 |
Morgan Stanley
New York
| $42.6M | +$1.96M | 11 | 0.02% | Increased |
|
| 38 |
New York State Common Retirement Fund
Albany,
New York
| $41.5M | +$4.75M | 4 | 0.06% | Increased |
|
| 39 |
Allianz Asset Management
Munich,
Germany
| $41.4M | -$2.8M | 4 | 0.05% | Reduced |
|
| 40 |
Wells Fargo
San Francisco,
California
| $41.1M | +$1.74M | 6 | 0.02% | Increased |
|
| 41 |
SRFM
Shannon River Fund Management
New York
| $40.4M | -$1M | 1 | 4.11% | Reduced |
|
| 42 |
Citadel Advisors
Miami,
Florida
| $39.7M | +$22M | 8 | 0.04% | Increased |
|
| 43 |
Apex Capital Management
Dayton,
Ohio
| $37.8M | +$31.2M | 1 | 1.01% | Increased |
|
| 44 |
DCM
Destrier Capital Management
New York
| $37.3M | +$1.82M | 2 | 10.07% | Increased |
|
| 45 |
Schroder Investment Management Group
London,
United Kingdom
| $35.6M | -$67.9K | 2 | 0.07% | Reduced |
|
| 46 |
William Blair & Company
Chicago,
Illinois
| $35M | +$33.7M | 2 | 0.06% | Increased |
|
| 47 |
D.E. Shaw & Co
New York
| $33.4M | -$23.2M | 5 | 0.04% | Reduced |
|
| 48 |
TIAA CREF Investment Management
New York
| $33.2M | -$4.67M | 5 | 0.02% | Reduced |
|
| 49 |
T. Rowe Price Associates
Baltimore,
Maryland
| $32.9M | -$3.55M | 3 | 0.01% | Reduced |
|
| 50 |
UBS AM
Chicago,
Illinois
| $32M | -$4.75M | 4 | 0.03% | Reduced |
|