← 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	Deutsche Bank Frankfurt Am Main Ge, Germany	$65M	-$18.9M	8	0.04%	Reduced
27	Goldman Sachs New York	$62M	-$3.58M	10	0.02%	Reduced
28	Geode Capital Management Boston, Massachusetts	$58M	+$939K	10	0.03%	Increased
29	William Blair & Company Chicago, Illinois	$55.9M	+$10.9M	3	0.08%	Increased
30	KAM Keeley Asset Management Chicago, Illinois	$55.7M	-$9.39M	1	1.32%	Reduced
31	New York State Common Retirement Fund Albany, New York	$53.6M	+$3.63M	5	0.08%	Increased
32	Norges Bank Oslo, Norway	$51.6M	-$1.09M	3	0.03%	Reduced
33	Bank of New York Mellon New York	$51M	-$96K	9	0.01%	Reduced
34	BlackRock Advisors Wilmington, Delaware	$49.1M	-$3.72M	5	0.05%	Reduced
35	Wells Fargo San Francisco, California	$49.1M	-$3.18M	7	0.02%	Reduced
36	Riverbridge Partners Minneapolis, Minnesota	$48.3M	-$2.97M	1	0.91%	Reduced
37	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$47.9M	+$8.86M	1	0.22%	Increased
38	AllianceBernstein Nashville, Tennessee	$47.6M	-$2.58M	4	0.04%	Reduced
39	Credit Suisse Zurich, Switzerland	$47.1M	+$2.5M	4	0.05%	Increased
40	Apex Capital Management Dayton, Ohio	$45.9M	+$2.45M	1	0.98%	Increased
41	BlackRock Group London, United Kingdom	$45.3M	-$2.6M	5	0.02%	Reduced
42	Loomis, Sayles & Company Boston, Massachusetts	$42.7M	+$25.2M	1	0.12%	Increased
43	OppenheimerFunds New York	$40.8M	+$1.91M	1	0.05%	Increased
44	Allianz Asset Management Munich, Germany	$40.3M	-$10.5M	3	0.04%	Reduced
45	TIAA CREF Investment Management New York	$40M	+$5.31M	5	0.03%	Increased
46	Morgan Stanley New York	$39.9M	+$2.59M	11	0.01%	Increased
47	DCM Destrier Capital Management New York	$38.7M	+$4.01M	1	9.31%	Increased
48	Renaissance Technologies New York	$37.6M	-$6.2M	7	0.09%	Reduced
49	Schroder Investment Management Group London, United Kingdom	$36.4M	-$4.71M	2	0.07%	Reduced
50	CAM Cortina Asset Management Milwaukee, Wisconsin	$36.3M	-$9.27M	2	1.6%	Reduced