← 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	Teachers Advisors New York	$45.4M	-$1.17M	6	0.06%	Reduced
52	Millennium Management New York	$43.7M	-$21.9M	10	0.07%	Reduced
53	Legal & General Group London, United Kingdom	$42.8M	-$3.21M	7	0.02%	Reduced
54	Artisan Partners Milwaukee, Wisconsin	$42.5M	+$17M	1	0.08%	Increased
55	Jennison Associates New York	$41M	+$67.8K	2	0.04%	Increased
56	Prudential Financial Newark, New Jersey	$40.8M	+$7.35M	5	0.07%	Increased
57	Polar Capital London, United Kingdom	$38.8M	+$33.6M	2	0.36%	New
58	Two Sigma Investments New York	$38M	+$21M	5	0.12%	Increased
59	Rothschild & Co Asset Management US Stamford, Connecticut	$37.2M	-$106K	2	0.4%	Reduced
60	Axa Paris, France	$34.6M	+$6.86M	3	0.14%	Increased
61	DG Delek Group Herzliya, Israel	$32.3M	+$11.7M	2	1.34%	Increased
62	CRCP Copper Rock Capital Partners Boston, Massachusetts	$32.2M	-$1.72M	1	2.33%	Reduced
63	ICOM Investment Counselors of Maryland Baltimore, Maryland	$31.5M	-$2.92M	1	1.53%	Reduced
64	BCA Bernzott Capital Advisors Camarillo, California	$31.1M	-$1.6K	1	3.77%	Reduced
65	New York State Common Retirement Fund Albany, New York	$31.1M	+$3.57M	7	0.04%	Increased
66	Eagle Asset Management St Petersburg, Florida	$30.9M	-$442K	2	0.16%	Reduced
67	CAM Contour Asset Management New York	$29.5M	+$24.6M	1	2.11%	New
68	Raymond James & Associates St Petersburg, Florida	$29.1M	+$445K	5	0.04%	Increased
69	Janus Henderson Group London,	$29M	-$2.75M	2	0.02%	Reduced
70	FG Formula Growth Montreal, Quebec, Canada	$28.1M	+$1.16M	2	3.97%	Increased
71	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$27.8M	-$49.9K	1	1.62%	Reduced
72	Panagora Asset Management Boston, Massachusetts	$27M	+$763K	4	0.12%	Increased
73	Riverbridge Partners Minneapolis, Minnesota	$26.5M	-$3.35M	1	0.52%	Reduced
74	OCMI Oaktop Capital Management II Chatham, New Jersey	$26.5M	$0	1	5.54%	Maintained
75	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$26.5M	+$9.41M	4	0.05%	Increased