← 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
CAM
Contour Asset Management
New York
$70M -$2.2M 1 5.62% Reduced
52
NI
NetEase Inc
China
$68.5M $0 1 87.16% Maintained
53
Granahan Investment Management
Granahan Investment Management
Massachusetts
$64.9M +$3.03M 4 2.12% Increased
54
UBS AM
UBS AM
Illinois
$64.7M -$3.61M 11 0.04% Reduced
55
HSBC Holdings
HSBC Holdings
United Kingdom
$64.7M +$11.8M 13 0.11% Increased
56
First Trust Advisors
First Trust Advisors
Illinois
$63.9M +$29.9M 8 0.08% Increased
57
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$62.2M -$22.9M 33 0.02% Reduced
58
Macquarie Group
Macquarie Group
Australia
$61.7M +$2.05M 8 0.08% Increased
59
ACM
American Capital Management
New York
$61.3M -$245K 2 2.42% Reduced
60
SCM
Spyglass Capital Management
California
$60.9M -$4.49M 1 4.31% Reduced
61
Citadel Advisors
Citadel Advisors
Florida
$60.2M -$36.7M 31 0.01% Reduced
62
Magnetar Financial
Magnetar Financial
Illinois
$59.4M +$41.7M 8 0.82% Increased
63
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$59.3M +$2M 2 0.1% Increased
64
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$58.3M -$7.22M 7 0.7% Reduced
65
PC
Periscope Capital
Ontario, Canada
$58.1M +$6.4M 7 1.69% Increased
66
Neuberger Berman Group
Neuberger Berman Group
New York
$57M +$284K 3 0.06% Increased
67
Voloridge Investment Management
Voloridge Investment Management
Florida
$53.7M +$48.8M 6 0.29% Increased
68
Deutsche Bank
Deutsche Bank
Germany
$52.8M -$34.5M 17 0.03% Reduced
69
Fidelity Investments
Fidelity Investments
Massachusetts
$52.5M -$52.8M 22 0.01% Reduced
70
Fisher Asset Management
Fisher Asset Management
Washington
$52.2M +$3.06M 2 0.04% Increased
71
Hyperion Asset Management
Hyperion Asset Management
Australia
$52M +$544K 1 3.02% Increased
72
Nomura Holdings
Nomura Holdings
Japan
$51.8M +$2.78M 8 0.21% Increased
73
California Public Employees Retirement System
California Public Employees Retirement System
California
$50.7M +$13.4M 4 0.05% Increased
74
Allspring Global Investments
Allspring Global Investments
North Carolina
$48.6M +$7.42M 16 0.09% Increased
75
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$47M -$4.53M 2 0.04% Reduced
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