← 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	CIP Champlain Investment Partners Burlington, Vermont	$73.2M	-$1.01M	1	0.46%	Reduced
52	Janus Henderson Group London,	$71.6M	-$23.8M	11	0.05%	Reduced
53	UBS AM Chicago, Illinois	$69.8M	+$3.66M	11	0.03%	Increased
54	CAM Contour Asset Management New York	$67.7M	+$5.45M	1	3.89%	Increased
55	Credit Suisse Zurich, Switzerland	$67.7M	-$25.8M	12	0.07%	Reduced
56	Capital Research Global Investors Los Angeles, California	$65.5M	-$18.1M	1	0.02%	Reduced
57	AG Alibaba Group Causeway Bay, Hong Kong	$65.1M	$0	1	10.02%	Maintained
58	Mirae Asset Global Investments Seoul, South Korea	$64.6M	+$6.94M	13	0.15%	Increased
59	Barclays London, United Kingdom	$61.3M	-$28.1M	21	0.03%	Reduced
60	Deutsche Bank Frankfurt Am Main Ge, Germany	$59.3M	+$4.77M	18	0.03%	Increased
61	Neuberger Berman Group New York	$58.9M	+$697K	4	0.05%	Increased
62	Capital World Investors Los Angeles, California	$58.2M	$0	2	0.01%	Maintained
63	Allspring Global Investments Charlotte, North Carolina	$57.5M	+$6.86M	14	0.1%	Increased
64	DMC Deer Management Company Larchmont, New York	$57.5M	$0	1	5.26%	Maintained
65	TP Toronado Partners San Francisco, California	$56.6M	+$1.47M	2	20.72%	Increased
66	Van Berkom & Associates Montreal, Quebec, Canada	$55.8M	+$3.02M	1	2.06%	Increased
67	NI NetEase Inc Hangzhou, China	$55.3M	$0	1	69.19%	Maintained
68	Menora Mivtachim Holdings Ramat Gan, Israel	$54.4M	$0	1	0.56%	Maintained
69	Macquarie Group Sydney, NSW 2000, Australia	$53.7M	-$14.3M	3	0.06%	Reduced
70	SG Stephens Group Little Rock, Arkansas	$51.8M	$0	1	20.54%	Maintained
71	Wells Fargo San Francisco, California	$51.4M	-$4.98M	31	0.01%	Reduced
72	Bank of Montreal Toronto, Ontario, Canada	$49.4M	+$15.3M	14	0.02%	Increased
73	T. Rowe Price Associates Baltimore, Maryland	$49.4M	-$1.33M	13	0.01%	Reduced
74	Fisher Asset Management Camas, Washington	$49.2M	-$3.51M	4	0.03%	Reduced
75	NSGL No Street GP LP San Francisco, California	$48.8M	+$4.71M	2	6.23%	Increased