← 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	Polar Capital London, United Kingdom	$44.7M	+$7.91M	2	0.39%	Increased
52	Arrowstreet Capital Boston, Massachusetts	$43.9M	-$6.48M	4	0.1%	Reduced
53	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$43.1M	+$19.9M	1	2.3%	Increased
54	Fort Washington Investment Advisors Cincinnati, Ohio	$38.3M	-$18.1M	2	0.43%	Reduced
55	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$37.9M	+$14.4M	2	0.08%	Increased
56	Glenmede Trust Philadelphia, Pennsylvania	$37.6M	-$9.99M	4	0.17%	Reduced
57	Two Sigma Investments New York	$37M	+$2.19M	5	0.12%	Increased
58	Prudential plc London, England, United Kingdom	$36.9M	+$24.4M	2	0.11%	Increased
59	New York State Common Retirement Fund Albany, New York	$36.2M	+$7.01M	8	0.05%	Increased
60	JP Morgan Chase New York	$34.5M	-$9.03M	10	0.01%	Reduced
61	Rothschild & Co Asset Management US Stamford, Connecticut	$33.7M	-$322K	2	0.36%	Reduced
62	Morgan Stanley New York	$31.4M	+$10.8M	15	0.01%	Increased
63	PCM Portolan Capital Management Boston, Massachusetts	$31.3M	+$11M	1	3.37%	Increased
64	Janus Henderson Group London,	$30M	+$1.96M	2	0.02%	Increased
65	Wellington Management Group Boston, Massachusetts	$29M	-$20.4M	4	0.01%	Reduced
66	Jericho Capital Asset Management New York	$28.7M	+$31.5M	1	1.27%	New
67	GIP Granite Investment Partners El Segundo, California	$28M	+$10.8M	6	1.5%	Increased
68	Millennium Management New York	$26.9M	-$15.1M	13	0.04%	Reduced
69	Loomis, Sayles & Company Boston, Massachusetts	$26.6M	+$16.9M	1	0.05%	Increased
70	Axa Paris, France	$26.5M	-$5.8M	2	0.1%	Reduced
71	FG Formula Growth Montreal, Quebec, Canada	$26.1M	-$332K	2	3.72%	Reduced
72	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$25.9M	+$8.02M	1	4.5%	Increased
73	Barclays London, United Kingdom	$25.5M	+$7.09M	10	0.02%	Increased
74	Panagora Asset Management Boston, Massachusetts	$24.8M	+$845K	5	0.11%	Increased
75	UBS AM Chicago, Illinois	$24.1M	+$1.23M	4	0.02%	Increased