← 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
Charles Schwab
Charles Schwab
California
$27.1M +$10.5M 5 0.04% Increased
52
CAM
Cortina Asset Management
Wisconsin
$25.8M -$1.05M 2 1.18% Reduced
53
Country Trust Bank
Country Trust Bank
Illinois
$25.4M -$6.71K 1 1.39% Reduced
54
Granahan Investment Management
Granahan Investment Management
Massachusetts
$24.9M -$105K 1 0.77% Reduced
55
Credit Suisse
Credit Suisse
Switzerland
$24.9M -$12.6M 4 0.03% Reduced
56
Allianz Asset Management
Allianz Asset Management
Germany
$24.9M -$4.98M 3 0.03% Reduced
57
Teachers Advisors
Teachers Advisors
New York
$23M -$881K 5 0.05% Reduced
58
ACM
American Capital Management
New York
$22.4M +$2.33M 1 2.32% Increased
59
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$22.2M -$5.61M 1 2.7% Reduced
60
Ariel Investments
Ariel Investments
Illinois
$22.2M +$189K 1 0.28% Increased
61
AIC
AWM Investment Company
New York
$21.7M +$2.53M 2 4.21% Increased
62
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$21.7M +$3.04M 1 0.09% Increased
63
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.3M +$7.71M 5 0.03% Increased
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$18.9M -$414K 10 0.03% Reduced
65
BlackRock Investment Management
BlackRock Investment Management
Delaware
$18.8M +$520K 11 0.03% Increased
66
Eaton Vance Management
Eaton Vance Management
Massachusetts
$18.2M -$2.96M 1 0.06% Reduced
67
Legal & General Group
Legal & General Group
United Kingdom
$18M +$50K 4 0.02% Increased
68
Eagle Asset Management
Eagle Asset Management
Florida
$17.2M +$2.08M 2 0.12% Increased
69
Highbridge Capital Management
Highbridge Capital Management
New York
$17.1M +$12.5M 3 0.26% Increased
70
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.6M -$4.14M 1 0.18% Reduced
71
Numeric Investors
Numeric Investors
Massachusetts
$16M +$16.4M 1 0.19% Increased
72
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$15.9M -$7.22M 2 0% Reduced
73
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$15.7M +$733K 2 0.38% Increased
74
UBS AM
UBS AM
Illinois
$15.2M -$7.39M 4 0.02% Reduced
75
Natixis Advisors
Natixis Advisors
Massachusetts
$14.8M +$2.73M 2 0.26% Increased