← 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	$71.6M	+$9M	5	0.07%	Increased
27	Fidelity International Hamilton, Bermuda	$69.3M	+$5.43M	1	0.1%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$67.2M	+$10.3M	9	0.03%	Increased
29	GGHC Gilder Gagnon Howe & Co New York	$65.4M	-$660K	1	0.7%	Reduced
30	ACM American Capital Management New York	$64.7M	+$660K	1	3.34%	Increased
31	Capital Research Global Investors Los Angeles, California	$60.9M	+$59.6M	2	0.02%	New
32	Invesco Atlanta, Georgia	$60.4M	+$13.5M	7	0.02%	Increased
33	Norges Bank Oslo, Norway	$58.4M	-$12.5M	2	0.02%	Reduced
34	Granahan Investment Management Waltham, Massachusetts	$57.6M	-$1.68M	1	3.47%	Reduced
35	Bank of America Charlotte, North Carolina	$55M	+$10.5M	11	0.01%	Increased
36	Charles Schwab San Francisco, California	$54.1M	+$8.37M	8	0.04%	Increased
37	Glenmede Trust Philadelphia, Pennsylvania	$52.3M	+$13.6M	3	0.23%	Increased
38	Wellington Management Group Boston, Massachusetts	$50.4M	-$824K	2	0.01%	Reduced
39	Morgan Stanley New York	$47.8M	+$3.77M	11	0.01%	Increased
40	Massachusetts Financial Services Boston, Massachusetts	$47.1M	-$4.63M	1	0.02%	Reduced
41	ArrowMark Colorado Holdings Denver, Colorado	$45.3M	-$18M	3	0.42%	Reduced
42	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$43.8M	$0	2	0.67%	Maintained
43	Fort Washington Investment Advisors Cincinnati, Ohio	$43.4M	+$7.8M	2	0.44%	Increased
44	Man Group London, United Kingdom	$39.2M	-$5.11M	4	0.16%	Reduced
45	Legal & General Group London, United Kingdom	$38.8M	+$4.24M	7	0.03%	Increased
46	OCMI Oaktop Capital Management II Chatham, New Jersey	$38.3M	$0	1	8.39%	Maintained
47	AIC AWM Investment Company New York	$35.2M	-$5.63M	2	5.88%	Reduced
48	Jennison Associates New York	$34.5M	-$308K	1	0.03%	Reduced
49	Teachers Advisors New York	$32.9M	-$11.8M	7	0.04%	Reduced
50	GC GMT Capital Atlanta, Georgia	$32.2M	$0	1	0.77%	Maintained