← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$31.9M +$1.84M 8 0.01% Increased
52
ING Group
ING Group
Netherlands
$31.5M -$1.03M 1 0.15% Reduced
53
OppenheimerFunds
OppenheimerFunds
New York
$31M +$30.5M 1 0.03% New
54
BlackRock Group
BlackRock Group
United Kingdom
$29.8M +$4.85M 4 0.02% Increased
55
AIC
AWM Investment Company
New York
$29.5M +$25.7M 2 4.02% New
56
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$28.5M +$27M 2 0.16% Increased
57
JP Morgan Chase
JP Morgan Chase
New York
$28M +$2.49M 3 0.01% Increased
58
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$27.8M +$6.54M 1 0.17% Increased
59
BCM
Brown Capital Management
Maryland
$27.6M -$12.4M 1 0.48% Reduced
60
OFM
Okumus Fund Management
Cayman Islands
$26.1M +$27.1M 1 5.43% New
61
Ariel Investments
Ariel Investments
Illinois
$25.9M +$7.15M 1 0.3% Increased
62
Eaton Vance Management
Eaton Vance Management
Massachusetts
$25.4M +$24.6M 1 0.07% Increased
63
Castleark Management
Castleark Management
Illinois
$25.3M -$337K 2 0.65% Reduced
64
ACM
American Capital Management
New York
$24.7M +$4.96M 1 2.68% Increased
65
CPM
Chesapeake Partners Management
Maryland
$24.5M +$2.38M 1 0.94% Increased
66
FMA
Fiduciary Management Associates
Illinois
$24.5M +$114K 1 1.52% Increased
67
FCM
Freshford Capital Management
New York
$23.9M -$15.9M 1 3.11% Reduced
68
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$23.5M +$1.05M 1 2.73% Increased
69
First Trust Advisors
First Trust Advisors
Illinois
$23.1M +$6.55M 2 0.08% Increased
70
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23M +$7.35M 2 0.26% Increased
71
California Public Employees Retirement System
California Public Employees Retirement System
California
$21.6M +$580K 10 0.03% Increased
72
Millennium Management
Millennium Management
New York
$21.4M +$3.04M 8 0.05% Increased
73
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$21.3M +$20.9M 1 0.11% New
74
Country Trust Bank
Country Trust Bank
Illinois
$21.2M +$76.3K 1 1.06% Increased
75
Teachers Advisors
Teachers Advisors
New York
$20.6M +$2.47M 5 0.04% Increased
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