← 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 Waltham, Massachusetts	$32.9M	+$2.01M	2	2.59%	Increased
52	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$31.6M	+$5.06M	1	7.93%	Increased
53	AQR Capital Management Greenwich, Connecticut	$30M	+$17.7M	4	0.03%	Increased
54	PCM Polaris Capital Management Boston, Massachusetts	$30M	+$1.37M	1	1.4%	Increased
55	Citadel Advisors Miami, Florida	$29.9M	-$62.8M	4	0.02%	Reduced
56	Frontier Capital Management Boston, Massachusetts	$29.4M	+$7.58M	1	0.21%	Increased
57	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$29.3M	+$1.82M	2	0.06%	Increased
58	LAM Lapides Asset Management Greenwich, Connecticut	$29.1M	+$3.66M	2	6.31%	Increased
59	Fort Washington Investment Advisors Cincinnati, Ohio	$28.9M	+$28.4M	2	0.29%	New
60	Marshall Wace North America New York	$28.6M	+$26.4M	2	0.16%	Increased
61	Rothschild & Co Asset Management US Stamford, Connecticut	$28.5M	-$409K	2	0.3%	Reduced
62	DG Delek Group Herzliya, Israel	$27.5M	+$28.4M	2	1.48%	New
63	VOYA Investment Management Atlanta, Georgia	$27.5M	-$1.06M	4	0.06%	Reduced
64	Peregrine Capital Management Minneapolis, Minnesota	$26.3M	+$2.47M	1	0.62%	Increased
65	Numeric Investors Boston, Massachusetts	$26.3M	-$8.05M	2	0.19%	Reduced
66	New York State Common Retirement Fund Albany, New York	$25.1M	-$378K	6	0.03%	Reduced
67	Ariel Investments Chicago, Illinois	$24.7M	+$1.13M	1	0.28%	Increased
68	AIC AWM Investment Company New York	$24.3M	-$1.25M	2	4.71%	Reduced
69	TIAA CREF Investment Management New York	$23.9M	-$794K	6	0.02%	Reduced
70	TCW Group Los Angeles, California	$23.8M	+$189K	1	0.19%	Increased
71	ICOM Investment Counselors of Maryland Baltimore, Maryland	$23.8M	+$1.02M	1	1.18%	Increased
72	Point72 Asset Management Stamford, Connecticut	$23.8M	+$22.6M	1	0.1%	New
73	Handelsbanken Fonder Stockholm, Sweden	$22.9M	+$3.11M	1	0.5%	Increased
74	BCA Bernzott Capital Advisors Camarillo, California	$22.3M	+$533K	1	2.95%	Increased
75	Axa Paris, France	$22.1M	+$306K	3	0.09%	Increased