← 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
Apex Capital Management
Apex Capital Management
Ohio
$33.6M -$19.3K 1 0.75% Reduced
52
Eaton Vance Management
Eaton Vance Management
Massachusetts
$32.9M +$17.3M 1 0.1% Increased
53
RC
RGM Capital
Florida
$31.1M +$4.89M 1 4.07% Increased
54
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$28.3M -$4.33M 1 0.08% Reduced
55
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$27.8M +$26.3M 1 0.51% New
56
ACM
American Capital Management
New York
$26.8M +$6.31M 1 2.38% Increased
57
CAM
Cortina Asset Management
Wisconsin
$26.7M +$2.57M 2 1.21% Increased
58
RS Investment Management
RS Investment Management
California
$26.7M +$19.5M 1 0.24% Increased
59
SAM
Sentinel Asset Management
Vermont
$26.7M -$9.76M 1 0.67% Reduced
60
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$26.5M +$178K 1 0.1% Increased
61
Credit Suisse
Credit Suisse
Switzerland
$25.6M +$561K 5 0.03% Increased
62
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$25.6M -$1.27M 1 2.95% Reduced
63
Axa
Axa
France
$25.1M +$15.1M 4 0.11% Increased
64
AIC
AWM Investment Company
New York
$24.3M +$4M 2 4.78% Increased
65
Two Sigma Investments
Two Sigma Investments
New York
$23.3M +$10.7M 4 0.11% Increased
66
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$23.1M +$14.2M 2 0.11% Increased
67
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$22.9M +$9.11M 2 0.1% Increased
68
Ariel Investments
Ariel Investments
Illinois
$22.8M -$204K 1 0.27% Reduced
69
Legal & General Group
Legal & General Group
United Kingdom
$22.8M +$1.06M 4 0.03% Increased
70
California Public Employees Retirement System
California Public Employees Retirement System
California
$22M +$1.37M 10 0.03% Increased
71
BCA
Bernzott Capital Advisors
California
$20.6M +$9.11M 1 4% Increased
72
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$19.4M +$6.33M 2 1.23% Increased
73
FMA
Fiduciary Management Associates
Illinois
$19.2M +$5.82M 1 1.13% Increased
74
BlackRock Investment Management
BlackRock Investment Management
Delaware
$18.7M -$591K 11 0.02% Reduced
75
CCM
Cadian Capital Management
New York
$18.3M -$16.4M 1 0.66% Reduced
1 2
3
4 5