← 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
ACM
American Capital Management
New York
$90.9M +$261K 1 4.21% Increased
27
Glenview Capital Management
Glenview Capital Management
New York
$89.3M -$12.3M 1 0.8% Reduced
28
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$82.3M +$6.37M 1 0.03% Increased
29
Invesco
Invesco
Georgia
$80.3M +$11.3M 6 0.03% Increased
30
Wells Fargo
Wells Fargo
California
$80M -$13.1M 10 0.02% Reduced
31
Renaissance Technologies
Renaissance Technologies
New York
$79.8M +$4.07M 10 0.07% Increased
32
Charles Schwab
Charles Schwab
California
$78.1M +$5.06M 10 0.05% Increased
33
Granahan Investment Management
Granahan Investment Management
Massachusetts
$74.9M +$5.96M 1 4.02% Increased
34
Deutsche Bank
Deutsche Bank
Germany
$74.1M +$43.6M 12 0.04% Increased
35
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$70.9M -$12.3M 1 0.16% Reduced
36
Bank of America
Bank of America
North Carolina
$65.8M +$2.82M 12 0.01% Increased
37
Allianz Asset Management
Allianz Asset Management
Germany
$64.6M +$7.9M 5 0.06% Increased
38
FC
Fairpointe Capital
Illinois
$64.4M -$11.7M 2 2.14% Reduced
39
Man Group
Man Group
United Kingdom
$64.3M +$27.7M 3 0.24% Increased
40
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$64M -$4.18M 4 0.81% Reduced
41
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$60.2M -$3.01M 2 0.68% Reduced
42
PWAM
Park West Asset Management
California
$59.3M +$46.5M 1 2.6% Increased
43
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$54M +$33.9M 5 0.13% Increased
44
Glenmede Trust
Glenmede Trust
Pennsylvania
$52M -$12M 4 0.24% Reduced
45
NPIC
Neumeier Poma Investment Counsel
California
$51.7M +$5.37M 1 4.34% Increased
46
Wellington Management Group
Wellington Management Group
Massachusetts
$51.4M -$23M 3 0.01% Reduced
47
AQR Capital Management
AQR Capital Management
Connecticut
$48.6M +$12M 5 0.05% Increased
48
JP Morgan Chase
JP Morgan Chase
New York
$46.8M +$6.99M 11 0.01% Increased
49
SI
SQN Investors
California
$45.8M +$38.2M 1 4.26% New
50
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$45.6M +$8.25M 1 0.06% Increased
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