← 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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$30.2M +$4.96M 1 0.01% Increased
52
Highbridge Capital Management
Highbridge Capital Management
New York
$29.3M +$7.23M 3 0.46% Increased
53
Jennison Associates
Jennison Associates
New York
$29.3M +$1.63M 1 0.03% Increased
54
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$28.6M +$29.8M 1 0.74% New
55
D.E. Shaw & Co
D.E. Shaw & Co
New York
$28M -$9.82M 4 0.05% Reduced
56
ACM
American Capital Management
New York
$27.9M +$2.77M 1 2.15% Increased
57
Clal Insurance
Clal Insurance
Israel
$27.3M +$9.05M 1 0.62% Increased
58
Granahan Investment Management
Granahan Investment Management
Massachusetts
$26.8M +$1.35M 1 0.88% Increased
59
Bank of Montreal
Bank of Montreal
Ontario, Canada
$26.7M -$3.25M 6 0.03% Reduced
60
Two Sigma Advisers
Two Sigma Advisers
New York
$25.7M -$4.29M 4 0.11% Reduced
61
Credit Suisse
Credit Suisse
Switzerland
$24.3M +$1.65M 5 0.02% Increased
62
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$23.5M +$3.01M 1 0.09% Increased
63
BlackRock Investment Management
BlackRock Investment Management
Delaware
$23.5M +$5.18M 11 0.03% Increased
64
Millennium Management
Millennium Management
New York
$23.5M +$13M 3 0.04% Increased
65
CAM
Cortina Asset Management
Wisconsin
$23.1M +$615K 1 1% Increased
66
DGI
Discovery Group I
Illinois
$22.7M +$20.5M 2 9.29% New
67
AIC
AWM Investment Company
New York
$22.6M +$543K 2 4.15% Increased
68
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$22.5M +$2.6M 2 0.41% Increased
69
LAM
Lapides Asset Management
Connecticut
$22.2M +$279K 1 3.78% Increased
70
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$22M +$10.8M 8 0.39% Increased
71
Axa
Axa
France
$21.1M -$287K 3 0.09% Reduced
72
Panagora Asset Management
Panagora Asset Management
Massachusetts
$21.1M +$13.8M 4 0.1% Increased
73
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$19.7M -$25.3M 1 0.2% Reduced
74
Two Sigma Investments
Two Sigma Investments
New York
$18.8M +$9.15M 4 0.07% Increased
75
Emerald Acquisition
Emerald Acquisition
Washington
$18.5M -$5.19M 4 0.04% Reduced
1 2
3
4 5