← 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	Bank of New York Mellon New York	$376M	+$2.57M	17	0.08%	Increased
27	EC Eminence Capital New York	$321M	-$62.8M	1	3.01%	Reduced
28	SCA Southpoint Capital Advisors New York	$320M	-$11.4M	1	5.58%	Reduced
29	Capital Research Global Investors Los Angeles, California	$314M	+$184M	2	0.08%	Increased
30	RC RGM Capital Naples, Florida	$313M	-$54.3M	2	13.63%	Reduced
31	Parnassus Investments San Francisco, California	$310M	+$5.06M	1	0.84%	Increased
32	Clal Insurance Tel-Aviv, Israel	$296M	+$20.5M	2	4.02%	Increased
33	Artisan Partners Milwaukee, Wisconsin	$288M	+$77.9M	2	0.35%	Increased
34	Norges Bank Oslo, Norway	$281M	+$38.1M	6	0.07%	Increased
35	Northern Trust Chicago, Illinois	$269M	+$13.1M	17	0.05%	Increased
36	Thrivent Financial for Lutherans Minneapolis, Minnesota	$267M	+$606K	2	0.62%	Increased
37	Goldman Sachs New York	$243M	+$109M	14	0.06%	Increased
38	IVM InterWest Venture Management San Francisco, California	$241M	+$233M	1	30.04%	New
39	Neuberger Berman Group New York	$237M	-$1.14M	6	0.25%	Reduced
40	Dimensional Fund Advisors Austin, Texas	$233M	-$6.46M	10	0.08%	Reduced
41	PCM Palestra Capital Management New York	$216M	-$24.9M	1	4.25%	Reduced
42	BRC Blue Ridge Capital New York	$215M	+$163M	1	100%	New
43	VS VK Services Menlo Park, California	$214M	+$215M	1	7.56%	New
44	Baillie Gifford & Co Edinburgh, United Kingdom	$210M	+$106M	3	0.12%	Increased
45	Franklin Resources San Mateo, California	$207M	+$108M	2	0.09%	Increased
46	Charles Schwab San Francisco, California	$193M	+$17.8M	14	0.08%	Increased
47	Granahan Investment Management Waltham, Massachusetts	$188M	+$16.2M	1	4.23%	Increased
48	Wells Fargo San Francisco, California	$188M	+$3.88M	20	0.05%	Increased
49	Nuveen Charlotte, North Carolina	$187M	+$18.4M	10	0.06%	Increased
50	VVP Vulcan Value Partners Birmingham, Alabama	$181M	+$130M	2	1.17%	Increased