← 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
AC
Amici Capital
New York
$33.1M +$13.8M 1 1.21% Increased
52
Granahan Investment Management
Granahan Investment Management
Massachusetts
$32.4M -$4.08M 1 0.92% Reduced
53
SAM
Sentinel Asset Management
Vermont
$32.2M +$3.42M 1 0.73% Increased
54
BCM
Brown Capital Management
Maryland
$31.2M -$2.54M 1 0.51% Reduced
55
Castleark Management
Castleark Management
Illinois
$30.8M +$9.53M 2 0.82% Increased
56
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$29.4M -$1.29M 1 3.27% Reduced
57
Ariel Investments
Ariel Investments
Illinois
$29.1M +$5.76M 1 0.33% Increased
58
Eaton Vance Management
Eaton Vance Management
Massachusetts
$29M -$1.52M 1 0.09% Reduced
59
ACM
American Capital Management
New York
$28.9M +$1.74M 1 2.75% Increased
60
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$28.5M +$1.27M 2 0.12% Increased
61
Teachers Advisors
Teachers Advisors
New York
$28.1M +$8.94M 5 0.05% Increased
62
Country Trust Bank
Country Trust Bank
Illinois
$27.2M +$211K 1 1.36% Increased
63
Managed Account Advisors
Managed Account Advisors
New Jersey
$26.4M +$719K 4 0.02% Increased
64
UBS AM
UBS AM
Illinois
$25.7M -$1.51M 4 0.02% Reduced
65
FCM
Freshford Capital Management
New York
$25.5M +$10.1M 2 4.06% Increased
66
AIC
AWM Investment Company
New York
$24.9M +$1.4M 2 3.54% Increased
67
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$24.6M -$4.92M 2 0.01% Reduced
68
BlackRock Investment Management
BlackRock Investment Management
Delaware
$23.6M +$3.72M 11 0.03% Increased
69
California Public Employees Retirement System
California Public Employees Retirement System
California
$23.3M -$1.58M 10 0.04% Reduced
70
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$22M -$6.07M 2 0.22% Reduced
71
Charles Schwab
Charles Schwab
California
$21.9M +$131K 5 0.03% Increased
72
First Trust Advisors
First Trust Advisors
Illinois
$20.9M +$2.85M 2 0.05% Increased
73
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$20.7M +$2.84M 2 0.46% Increased
74
Eagle Asset Management
Eagle Asset Management
Florida
$20.5M +$1.4M 2 0.12% Increased
75
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$20.1M +$18.7M 1 0.07% New
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