← 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
Rothschild & Co Asset Management US
Connecticut
$27.4M +$261K 2 0.33% Increased
52
William Blair Investment Management
William Blair Investment Management
Illinois
$25.5M +$3.95M 2 0.13% Increased
53
AQR Capital Management
AQR Capital Management
Connecticut
$25M -$2.66M 5 0.03% Reduced
54
ICOM
Investment Counselors of Maryland
Maryland
$24.7M +$315K 1 1.42% Increased
55
Man Group
Man Group
United Kingdom
$24.4M -$12.3M 3 0.11% Reduced
56
CRCP
Copper Rock Capital Partners
Massachusetts
$24.4M +$3.34M 1 1.91% Increased
57
Prudential Financial
Prudential Financial
New Jersey
$24.3M +$13.8M 4 0.04% Increased
58
SFM
Sphera Funds Management
Israel
$23.6M -$46.3K 1 2.66% Reduced
59
Eagle Asset Management
Eagle Asset Management
Florida
$23.2M +$16.1M 2 0.15% Increased
60
BCA
Bernzott Capital Advisors
California
$22M +$308K 1 3.07% Increased
61
Frontier Capital Management
Frontier Capital Management
Massachusetts
$22M -$474K 1 0.18% Reduced
62
Raymond James & Associates
Raymond James & Associates
Florida
$21.7M -$3.12M 4 0.04% Reduced
63
Riverbridge Partners
Riverbridge Partners
Minnesota
$21.6M -$1.77M 1 0.45% Reduced
64
Janus Henderson Group
Janus Henderson Group
$21.2M +$6.45M 2 0.01% Increased
65
FG
Formula Growth
Quebec, Canada
$21M -$162K 1 3.45% Reduced
66
Westfield Capital Management
Westfield Capital Management
Massachusetts
$20.5M -$830K 1 0.17% Reduced
67
Axa
Axa
France
$20.1M -$1.2M 3 0.09% Reduced
68
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$19.7M +$2.52M 1 1.21% Increased
69
First Trust Advisors
First Trust Advisors
Illinois
$19.5M +$5.11M 4 0.05% Increased
70
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$19.4M -$413K 7 0.03% Reduced
71
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$18.9M -$1.26M 6 0.01% Reduced
72
Deutsche Bank
Deutsche Bank
Germany
$18.8M -$38.3M 10 0.01% Reduced
73
Panagora Asset Management
Panagora Asset Management
Massachusetts
$18.7M +$284K 5 0.09% Increased
74
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$18.7M -$132K 1 0.53% Reduced
75
California Public Employees Retirement System
California Public Employees Retirement System
California
$18.5M -$1.08M 8 0.03% Reduced
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