← 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
Riverbridge Partners
Riverbridge Partners
Minnesota
$62.6M -$3.59M 1 1.23% Reduced
27
Allianz Asset Management
Allianz Asset Management
Germany
$58.9M +$13.1M 3 0.05% Increased
28
Fidelity International
Fidelity International
Bermuda
$57.6M -$79.1M 1 0.17% Reduced
29
Victory Capital Management
Victory Capital Management
Texas
$56.6M +$7.98M 2 0.13% Increased
30
Deutsche Bank
Deutsche Bank
Germany
$55.5M +$11.3M 9 0.04% Increased
31
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$53.7M +$9.05M 1 0.84% Increased
32
Bank of America
Bank of America
North Carolina
$52.3M +$16.4M 10 0.01% Increased
33
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$48.6M +$2.12M 1 0.02% Increased
34
ACM
American Capital Management
New York
$48.1M +$7.56M 1 3.01% Increased
35
Wellington Management Group
Wellington Management Group
Massachusetts
$47.5M -$17.5M 2 0.01% Reduced
36
Bank of Montreal
Bank of Montreal
Ontario, Canada
$46.9M -$2.36M 8 0.04% Reduced
37
Wells Fargo
Wells Fargo
California
$45.5M -$4.29M 9 0.01% Reduced
38
JP Morgan Chase
JP Morgan Chase
New York
$44.4M +$21M 7 0.01% Increased
39
Teachers Advisors
Teachers Advisors
New York
$43.8M +$1.68M 6 0.06% Increased
40
D.E. Shaw & Co
D.E. Shaw & Co
New York
$43.8M +$12.4M 4 0.07% Increased
41
Charles Schwab
Charles Schwab
California
$42.4M +$4.77M 7 0.04% Increased
42
Millennium Management
Millennium Management
New York
$42.1M +$12.1M 7 0.06% Increased
43
Dorsal Capital Management
Dorsal Capital Management
California
$41.9M -$9.9M 1 2.18% Reduced
44
Jennison Associates
Jennison Associates
New York
$41M +$2.95M 1 0.04% Increased
45
GGHC
Gilder Gagnon Howe & Co
New York
$38M +$11.9M 1 0.53% Increased
46
Invesco
Invesco
Georgia
$37M -$42.9M 5 0.01% Reduced
47
Granahan Investment Management
Granahan Investment Management
Massachusetts
$36.5M +$482K 1 3.05% Increased
48
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$36.1M +$874K 2 0.41% Increased
49
Numeric Investors
Numeric Investors
Massachusetts
$34.2M +$17.1M 1 0.26% Increased
50
GC
GMT Capital
Georgia
$34.2M +$3.5M 1 0.69% Increased
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