← 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
Granahan Investment Management
Granahan Investment Management
Massachusetts
$29.2M +$6.38M 1 2.69% Increased
52
Millennium Management
Millennium Management
New York
$28.6M +$12.1M 7 0.05% Increased
53
1SAMC
12th Street Asset Management Company
Tennessee
$28.5M +$29.7M 1 7.33% New
54
CAM
Cortina Asset Management
Wisconsin
$28.3M +$1.62M 2 1.2% Increased
55
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$27.3M +$12.3M 2 0.31% Increased
56
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$27.1M -$11.9M 6 0.02% Reduced
57
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$27.1M -$14.3M 1 0.68% Reduced
58
Morgan Stanley
Morgan Stanley
New York
$26.7M -$3.11M 10 0.01% Reduced
59
LAM
Lapides Asset Management
Connecticut
$26.6M +$788K 2 5.14% Increased
60
JP Morgan Chase
JP Morgan Chase
New York
$25.8M -$4.3M 6 0.01% Reduced
61
KTA
Keeley-Teton Advisors
Illinois
$25.7M -$1.79M 1 1.24% Reduced
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$25.6M +$452K 6 0.03% Increased
63
AIC
AWM Investment Company
New York
$25.5M -$394K 2 4.51% Reduced
64
TCW Group
TCW Group
California
$24.9M +$5.75M 1 0.21% Increased
65
Highbridge Capital Management
Highbridge Capital Management
New York
$24.5M +$2.47M 2 0.37% Increased
66
Swiss National Bank
Swiss National Bank
Switzerland
$23.7M +$1.67M 3 0.03% Increased
67
Two Sigma Investments
Two Sigma Investments
New York
$23.7M -$33.7M 4 0.09% Reduced
68
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$23.5M +$276K 2 0.05% Increased
69
VOYA Investment Management
VOYA Investment Management
Georgia
$23.4M +$1.94M 4 0.05% Increased
70
Frontier Capital Management
Frontier Capital Management
Massachusetts
$23.1M -$220K 1 0.17% Reduced
71
Axa
Axa
France
$22.9M +$926K 3 0.1% Increased
72
Legal & General Group
Legal & General Group
United Kingdom
$22.7M +$3.99M 6 0.02% Increased
73
ICOM
Investment Counselors of Maryland
Maryland
$22.6M $0 1 1.17% Maintained
74
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$21.6M +$6.6M 1 1.54% Increased
75
PCM
Polaris Capital Management
Massachusetts
$21M +$637K 1 1.24% Increased
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