← 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
Ariel Investments
Ariel Investments
Illinois
$29.7M +$6.04M 1 0.37% Increased
52
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$29.5M +$8.63M 2 0.12% Increased
53
CRM
Cramer Rosenthal McGlynn
Connecticut
$28.6M -$36.8M 1 0.46% Reduced
54
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.5M +$2.94M 6 0.03% Increased
55
Teachers Advisors
Teachers Advisors
New York
$26.6M -$1.97M 6 0.05% Reduced
56
Jennison Associates
Jennison Associates
New York
$24.2M +$24.9M 1 0.03% New
57
Emerald Acquisition
Emerald Acquisition
Washington
$23.6M +$25.3M 4 0.04% New
58
Todd Asset Management
Todd Asset Management
Kentucky
$23M -$1.99M 1 0.73% Reduced
59
Axa
Axa
France
$22.9M -$2.19M 3 0.1% Reduced
60
KAM
Keeley Asset Management
Illinois
$22.7M -$3.06M 1 0.94% Reduced
61
Highbridge Capital Management
Highbridge Capital Management
New York
$22.5M +$13.8M 4 0.37% Increased
62
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.3M +$8.7M 1 0.09% Increased
63
ACM
American Capital Management
New York
$22M -$461K 1 1.82% Reduced
64
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$21.9M +$7.66M 1 0.01% Increased
65
Credit Suisse
Credit Suisse
Switzerland
$21.1M +$1.22M 6 0.02% Increased
66
CAM
Cortina Asset Management
Wisconsin
$20M -$2.26M 2 0.91% Reduced
67
LAM
Lapides Asset Management
Connecticut
$19.3M +$30.6K 1 3.57% Increased
68
AIC
AWM Investment Company
New York
$19.1M -$25.4K 2 4.09% Reduced
69
Granahan Investment Management
Granahan Investment Management
Massachusetts
$19.1M +$1.19M 1 0.7% Increased
70
Eaton Vance Management
Eaton Vance Management
Massachusetts
$19M -$1.62M 1 0.06% Reduced
71
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$18.5M -$51.5K 1 1.94% Reduced
72
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$18.1M -$9.45M 1 0.33% Reduced
73
SAM
Sentinel Asset Management
Vermont
$17.8M +$922K 1 0.42% Increased
74
VOYA Investment Management
VOYA Investment Management
Georgia
$17.3M +$15.4M 5 0.04% Increased
75
BlackRock Investment Management
BlackRock Investment Management
Delaware
$17M +$4.85M 11 0.02% Increased