← 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	GGHC Gilder Gagnon Howe & Co New York	$79.6M	-$730K	1	0.81%	Reduced
27	Renaissance Technologies New York	$76.8M	-$31.7M	8	0.08%	Reduced
28	ACM American Capital Management New York	$74.1M	+$933K	1	3.24%	Increased
29	Capital Research Global Investors Los Angeles, California	$70.5M	$0	2	0.02%	Maintained
30	Granahan Investment Management Waltham, Massachusetts	$70.5M	-$368K	1	3.82%	Reduced
31	Charles Schwab San Francisco, California	$66.6M	+$3.08M	7	0.04%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$65.7M	-$8.53M	11	0.03%	Reduced
33	Invesco Atlanta, Georgia	$63.6M	-$8.75M	7	0.02%	Reduced
34	Bank of America Charlotte, North Carolina	$60.9M	-$4.04M	11	0.01%	Reduced
35	Norges Bank Oslo, Norway	$59.9M	-$8.13M	2	0.02%	Reduced
36	Allianz Asset Management Munich, Germany	$58.4M	-$25M	5	0.05%	Reduced
37	Morgan Stanley New York	$58M	+$6.81M	12	0.01%	Increased
38	Glenmede Trust Philadelphia, Pennsylvania	$57.4M	-$1.6M	1	0.23%	Reduced
39	Massachusetts Financial Services Boston, Massachusetts	$57.3M	+$3.86M	1	0.02%	Increased
40	Wellington Management Group Boston, Massachusetts	$56.7M	-$1.21M	3	0.01%	Reduced
41	Millennium Management New York	$49.9M	+$18.5M	10	0.06%	Increased
42	Legal & General Group London, United Kingdom	$45.1M	-$1.92M	7	0.03%	Reduced
43	Man Group London, United Kingdom	$43.2M	+$910K	3	0.16%	Increased
44	Fort Washington Investment Advisors Cincinnati, Ohio	$42.9M	-$7.76M	2	0.42%	Reduced
45	ArrowMark Colorado Holdings Denver, Colorado	$42.8M	-$10.7M	3	0.36%	Reduced
46	Clal Insurance Tel-Aviv, Israel	$39M	+$13.4M	1	1.04%	Increased
47	AIC AWM Investment Company New York	$37.9M	-$4.92M	1	6.27%	Reduced
48	Teachers Advisors New York	$37.7M	+$339K	7	0.05%	Increased
49	Jennison Associates New York	$35.9M	-$3M	1	0.03%	Reduced
50	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$35.2M	-$4.64M	1	8.38%	Reduced