← 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
Two Sigma Investments
Two Sigma Investments
New York
$32.8M +$13.8M 3 0.13% Increased
52
Two Sigma Advisers
Two Sigma Advisers
New York
$31.2M +$4.96M 4 0.12% Increased
53
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$30.7M +$1.38M 1 0.8% Increased
54
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$29.2M -$1.49M 6 0.02% Reduced
55
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$28M -$277K 1 0.01% Reduced
56
Highbridge Capital Management
Highbridge Capital Management
New York
$27.5M -$2.33M 3 0.49% Reduced
57
BlackRock Investment Management
BlackRock Investment Management
Delaware
$26.5M +$3.87M 11 0.03% Increased
58
KAM
Keeley Asset Management
Illinois
$26.3M -$3.82M 1 1.12% Reduced
59
Credit Suisse
Credit Suisse
Switzerland
$25.5M +$2.28M 6 0.03% Increased
60
Allianz Asset Management
Allianz Asset Management
Germany
$25.4M +$20.2M 2 0.02% Increased
61
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$25.2M +$24.9M 1 0.48% Increased
62
ACM
American Capital Management
New York
$24.3M -$1.96M 1 1.88% Reduced
63
Clal Insurance
Clal Insurance
Israel
$24.3M -$1.33M 1 0.45% Reduced
64
PCM
Polaris Capital Management
Massachusetts
$24.2M +$15.4M 1 1.56% Increased
65
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$23.6M +$3.08M 2 0.37% Increased
66
DGI
Discovery Group I
Illinois
$23.4M +$3.29M 1 9.14% Increased
67
CCMH
Cornerstone Capital Management Holdings
New York
$23.2M +$12.8M 2 0.18% Increased
68
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.4M -$1.8M 1 0.08% Reduced
69
LAM
Lapides Asset Management
Connecticut
$22.4M +$1.63M 1 4.02% Increased
70
AIC
AWM Investment Company
New York
$21.9M -$1.75M 2 4.3% Reduced
71
CCM
Cadian Capital Management
New York
$21.8M +$19.9M 1 1.16% Increased
72
Panagora Asset Management
Panagora Asset Management
Massachusetts
$21.7M +$205K 4 0.1% Increased
73
Brandes Investment Partners
Brandes Investment Partners
California
$21.5M +$7.08M 1 0.32% Increased
74
Granahan Investment Management
Granahan Investment Management
Massachusetts
$20.8M -$3.53M 1 0.72% Reduced
75
Bank of Montreal
Bank of Montreal
Ontario, Canada
$20.5M -$47.9K 7 0.02% Reduced
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