← 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	Rothschild & Co Asset Management US Stamford, Connecticut	$33.4M	-$764K	2	0.34%	Reduced
52	AQR Capital Management Greenwich, Connecticut	$32.7M	+$2.72M	7	0.03%	Increased
53	Raymond James & Associates St Petersburg, Florida	$31.6M	+$70.8K	4	0.05%	Increased
54	LAM Lapides Asset Management Greenwich, Connecticut	$29.7M	-$6.2M	2	6.48%	Reduced
55	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$29.6M	+$12.8M	2	2.68%	Increased
56	William Blair Investment Management Chicago, Illinois	$29.3M	+$12.2M	2	0.1%	Increased
57	Frontier Capital Management Boston, Massachusetts	$29.3M	-$946K	1	0.19%	Reduced
58	ICOM Investment Counselors of Maryland Baltimore, Maryland	$28.9M	+$16K	1	1.33%	Increased
59	Amundi Asset Management US Boston, Massachusetts	$28.7M	+$5.26M	1	0.04%	Increased
60	GC GMT Capital Atlanta, Georgia	$28.4M	-$10.9M	1	0.74%	Reduced
61	Westfield Capital Management Boston, Massachusetts	$27.7M	+$25.6M	1	0.19%	New
62	FG Formula Growth Montreal, Quebec, Canada	$27.6M	-$80K	1	3.17%	Reduced
63	Riverbridge Partners Minneapolis, Minnesota	$27.5M	-$1.43M	1	0.46%	Reduced
64	Axa Paris, France	$26.1M	-$1.75M	3	0.1%	Reduced
65	BCA Bernzott Capital Advisors Camarillo, California	$25.7M	-$451K	1	2.97%	Reduced
66	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$25.4M	-$26.2M	2	0.39%	Reduced
67	CRCP Copper Rock Capital Partners Boston, Massachusetts	$25.2M	+$174K	1	1.56%	Increased
68	New York State Common Retirement Fund Albany, New York	$25M	+$3.18M	8	0.03%	Increased
69	TIAA CREF Investment Management New York	$24.7M	-$3.86M	7	0.02%	Reduced
70	Peregrine Capital Management Minneapolis, Minnesota	$24.6M	+$600K	1	0.58%	Increased
71	VEPM Vista Equity Partners Management San Francisco, California	$24.4M	+$15.8M	1	2.2%	Increased
72	California Public Employees Retirement System Sacramento, California	$24.2M	-$3.51M	9	0.03%	Reduced
73	DG Delek Group Herzliya, Israel	$24M	-$7.57M	2	1.01%	Reduced
74	NPIC Neumeier Poma Investment Counsel Carmel, California	$23.5M	+$22.4M	1	1.95%	New
75	D.E. Shaw & Co New York	$22.6M	-$9.15M	4	0.03%	Reduced