← 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	Axa Paris, France	$29.6M	+$6.07M	3	0.13%	Increased
52	Todd Asset Management Louisville, Kentucky	$29.6M	+$16.1M	1	0.88%	Increased
53	RC RGM Capital Naples, Florida	$28.2M	+$1.15M	1	3.54%	Increased
54	KAM Keeley Asset Management Chicago, Illinois	$25.8M	-$3.62M	1	0.99%	Reduced
55	Pictet Asset Management (UK) London, United Kingdom	$24M	+$2.49M	2	0.11%	Increased
56	CAM Cortina Asset Management Milwaukee, Wisconsin	$24M	+$66.6K	2	1.09%	Increased
57	Amundi Asset Management US Boston, Massachusetts	$23.7M	-$1.25M	1	0.09%	Reduced
58	SG Americas Securities New York	$23M	+$24.5M	5	0.17%	New
59	ACM American Capital Management New York	$22.6M	+$624K	1	1.98%	Increased
60	Ariel Investments Chicago, Illinois	$22.3M	+$465K	1	0.27%	Increased
61	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$22.2M	-$1.87M	1	2.39%	Reduced
62	Russell Frank Company Seattle, Washington	$21.7M	+$12.4M	4	0.04%	Increased
63	Legal & General Group London, United Kingdom	$21.6M	+$237K	4	0.02%	Increased
64	Credit Suisse Zurich, Switzerland	$21.4M	-$1.2M	4	0.03%	Reduced
65	RS Investment Management San Francisco, California	$20.9M	-$1.12M	1	0.21%	Reduced
66	Principal Financial Group Des Moines, Iowa	$20.8M	+$17.4M	3	0.03%	Increased
67	Eaton Vance Management Boston, Massachusetts	$20.7M	-$6.83M	1	0.06%	Reduced
68	AIC AWM Investment Company New York	$20.5M	$0	2	4.29%	Maintained
69	SAM Sentinel Asset Management Montpelier, Vermont	$20.2M	-$4.81M	1	0.45%	Reduced
70	LAM Lapides Asset Management Greenwich, Connecticut	$19.4M	+$8.45M	1	3.46%	Increased
71	D.E. Shaw & Co New York	$19.1M	-$39.6M	5	0.03%	Reduced
72	California Public Employees Retirement System Sacramento, California	$19M	-$1.37M	9	0.03%	Reduced
73	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$18.7M	+$9.87M	3	0.24%	Increased
74	CC Carlson Capital Dallas, Texas	$18.4M	+$3.98M	1	0.22%	Increased
75	CCMH Cornerstone Capital Management Holdings New York	$18M	+$1.31M	2	0.15%	Increased