← 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
Norges Bank
Norges Bank
Norway
$60.4M +$13.8M 2 0.02% Increased
27
FC
Fairpointe Capital
Illinois
$59.9M -$4.08M 2 2.06% Reduced
28
GGHC
Gilder Gagnon Howe & Co
New York
$57.6M -$298K 1 0.82% Reduced
29
Wellington Management Group
Wellington Management Group
Massachusetts
$57M +$13.7M 3 0.01% Increased
30
Clal Insurance
Clal Insurance
Israel
$52.9M +$21.3M 1 1.38% Increased
31
Charles Schwab
Charles Schwab
California
$52.9M -$377K 7 0.04% Reduced
32
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$52.8M +$4.69M 1 0.03% Increased
33
Invesco
Invesco
Georgia
$50.4M +$2.7M 7 0.02% Increased
34
Millennium Management
Millennium Management
New York
$50M +$13.1M 7 0.08% Increased
35
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$49.5M -$42.2M 3 0.71% Reduced
36
Renaissance Technologies
Renaissance Technologies
New York
$49.3M -$13.4M 7 0.05% Reduced
37
Glenmede Trust
Glenmede Trust
Pennsylvania
$46.9M -$1.62M 4 0.23% Reduced
38
Bank of America
Bank of America
North Carolina
$46.6M -$2.54M 11 0.01% Reduced
39
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$46.1M +$12.5M 2 0.56% Increased
40
Granahan Investment Management
Granahan Investment Management
Massachusetts
$44.1M -$7.7M 1 3.13% Reduced
41
Morgan Stanley
Morgan Stanley
New York
$44.1M +$707K 14 0.01% Increased
42
Allianz Asset Management
Allianz Asset Management
Germany
$39M -$9.6M 5 0.04% Reduced
43
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$38.6M +$6.35M 3 0.41% Increased
44
Legal & General Group
Legal & General Group
United Kingdom
$34.3M -$1.25M 7 0.03% Reduced
45
Teachers Advisors
Teachers Advisors
New York
$33.4M +$2.52M 6 0.05% Increased
46
NPIC
Neumeier Poma Investment Counsel
California
$32M +$12.9M 1 3.03% Increased
47
Jennison Associates
Jennison Associates
New York
$28.9M -$1.48M 2 0.03% Reduced
48
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$28.8M +$8.36M 1 0.03% Increased
49
JP Morgan Chase
JP Morgan Chase
New York
$28.7M +$17.3M 11 0.01% Increased
50
AIC
AWM Investment Company
New York
$27.5M +$61.8K 2 5.99% Increased
1
2
3 4 5