← 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 Chicago, Illinois	$65.9M	-$1.58M	1	1.34%	Reduced
27	Goldman Sachs New York	$65.1M	+$2.72M	9	0.02%	Increased
28	STRS Ohio Columbus, Ohio	$54.5M	+$2.9M	3	0.24%	Increased
29	Geode Capital Management Boston, Massachusetts	$53.1M	+$4.51M	10	0.03%	Increased
30	Riverbridge Partners Minneapolis, Minnesota	$52.1M	+$232K	1	0.94%	Increased
31	Fisher Asset Management Camas, Washington	$51.9M	+$48.4M	1	0.1%	New
32	Allianz Asset Management Munich, Germany	$51.4M	+$7.49M	3	0.06%	Increased
33	William Blair & Company Chicago, Illinois	$50.5M	+$12.8M	3	0.08%	Increased
34	AllianceBernstein Nashville, Tennessee	$50.4M	+$3.54M	5	0.04%	Increased
35	Norges Bank Oslo, Norway	$48.6M	-$1.77M	3	0.02%	Reduced
36	Bank of New York Mellon New York	$48.3M	+$557K	8	0.01%	Increased
37	BlackRock Advisors Wilmington, Delaware	$47.3M	+$28.8M	5	0.05%	Increased
38	CAM Cortina Asset Management Milwaukee, Wisconsin	$44.8M	-$1.31M	3	1.94%	Reduced
39	Apex Capital Management Dayton, Ohio	$44.4M	+$3.93M	1	1.05%	Increased
40	Wells Fargo San Francisco, California	$44.3M	+$3.26M	6	0.02%	Increased
41	Credit Suisse Zurich, Switzerland	$44.1M	-$2.62M	4	0.04%	Reduced
42	New York State Common Retirement Fund Albany, New York	$43.9M	+$2.13M	4	0.06%	Increased
43	Renaissance Technologies New York	$42.7M	-$634K	7	0.09%	Reduced
44	BlackRock Group London, United Kingdom	$41M	+$10.7M	5	0.02%	Increased
45	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$40.2M	+$9.9M	1	0.2%	Increased
46	OppenheimerFunds New York	$39.7M	+$6.3M	1	0.04%	Increased
47	Schroder Investment Management Group London, United Kingdom	$39.2M	+$2M	2	0.08%	Increased
48	Granahan Investment Management Waltham, Massachusetts	$38.1M	+$618K	1	1.09%	Increased
49	DCM Destrier Capital Management New York	$36.1M	+$9.6M	2	9.29%	Increased
50	Morgan Stanley New York	$32.9M	-$8.79M	11	0.01%	Reduced