← 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	Allianz Asset Management Munich, Germany	$66.6M	+$2.43M	5	0.06%	Increased
27	ACM American Capital Management New York	$61.5M	+$724K	1	3.5%	Increased
28	Wells Fargo San Francisco, California	$59M	+$3.32M	9	0.02%	Increased
29	ArrowMark Colorado Holdings Denver, Colorado	$54.6M	+$4.3M	2	0.55%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$52.4M	+$89.5K	8	0.02%	Increased
31	GGHC Gilder Gagnon Howe & Co New York	$51.2M	+$278K	1	0.63%	Increased
32	Fidelity Investments Boston, Massachusetts	$51.2M	-$43.8M	2	0.01%	Reduced
33	Wellington Management Group Boston, Massachusetts	$50.8M	+$2.32M	2	0.01%	Increased
34	Jericho Capital Asset Management New York	$50.6M	+$54.3M	1	2.77%	New
35	Massachusetts Financial Services Boston, Massachusetts	$49.9M	-$3.95M	1	0.02%	Reduced
36	Invesco Atlanta, Georgia	$49.5M	-$3.45M	7	0.02%	Reduced
37	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$49.3M	-$5.84M	2	0.73%	Reduced
38	D.E. Shaw & Co New York	$48.3M	-$26M	4	0.07%	Reduced
39	Bank of America Charlotte, North Carolina	$46.3M	-$1.63M	10	0.01%	Reduced
40	Granahan Investment Management Waltham, Massachusetts	$46.2M	-$131K	2	3.33%	Reduced
41	Charles Schwab San Francisco, California	$45.5M	+$2.21M	6	0.04%	Increased
42	Teachers Advisors New York	$45M	+$306K	5	0.06%	Increased
43	Morgan Stanley New York	$44M	+$6.67M	11	0.01%	Increased
44	Man Group London, United Kingdom	$42.5M	+$41.4M	4	0.19%	New
45	CCM Criterion Capital Management San Francisco, California	$42.2M	+$45.3M	1	2.93%	New
46	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$37.7M	+$7.73M	1	8.88%	Increased
47	Legal & General Group London, United Kingdom	$37.1M	+$17.6M	6	0.03%	Increased
48	GC GMT Capital Atlanta, Georgia	$36.6M	+$2.45M	1	0.87%	Increased
49	Fort Washington Investment Advisors Cincinnati, Ohio	$36.2M	+$7.1M	2	0.38%	Increased
50	Glenmede Trust Philadelphia, Pennsylvania	$36.1M	$0	2	0.15%	Maintained