← 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
51
Citadel Advisors
Citadel Advisors
Florida
$27.6M -$16.6M 7 0.03% Reduced
52
BlackRock Group
BlackRock Group
United Kingdom
$27.2M -$3.14M 3 0.02% Reduced
53
CPM
Chesapeake Partners Management
Maryland
$26.7M +$1.89M 1 1.04% Increased
54
FMA
Fiduciary Management Associates
Illinois
$26.3M -$42.9K 1 1.75% Reduced
55
HM
HealthCor Management
New York
$24.9M +$22.5M 1 1.5% New
56
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$24.7M -$7.75M 1 0.03% Reduced
57
UBS
UBS
Switzerland
$23.1M +$2.37M 9 0.02% Increased
58
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$22.6M +$4.92M 1 2.86% Increased
59
Castleark Management
Castleark Management
Illinois
$22.6M +$19.8M 3 0.64% Increased
60
GA
Glenhill Advisors
New York
$22.1M -$7.37M 1 2% Reduced
61
CC
Coastland Capital
California
$21.9M -$12.6M 1 0.88% Reduced
62
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.6M -$6.99M 4 0.03% Reduced
63
Charles Schwab
Charles Schwab
California
$20.5M -$89.9K 8 0.04% Reduced
64
First Trust Advisors
First Trust Advisors
Illinois
$20.2M +$4.34M 1 0.09% Increased
65
Credit Suisse
Credit Suisse
Switzerland
$19.9M +$720K 9 0.02% Increased
66
Los Angeles Capital Management
Los Angeles Capital Management
California
$19.9M +$11.8M 1 0.22% Increased
67
Ariel Investments
Ariel Investments
Illinois
$19.7M +$644K 1 0.24% Increased
68
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$19.6M -$494K 2 0.64% Reduced
69
Natixis Advisors
Natixis Advisors
Massachusetts
$19.5M +$905K 2 0.3% Increased
70
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.9M -$75.3K 1 0.26% Reduced
71
AP
AlpInvest Partners
Netherlands
$18.8M -$675K 1 43.42% Reduced
72
CM
CS McKee
Pennsylvania
$18.8M +$3.79M 1 0.41% Increased
73
RC
Rivulet Capital
New Jersey
$18.8M -$461K 1 16.98% Reduced
74
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
$17.3M +$308K 2 1.92% Increased
75
VOYA Investment Management
VOYA Investment Management
Georgia
$17M +$2.51M 3 0.04% Increased
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