← 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	Neuberger Berman Group New York	$218M	+$85M	6	0.18%	Increased
52	Coatue Management New York	$211M	-$79.2M	2	0.82%	Reduced
53	KCMH Keywise Capital Management (HK) Hong Kong	$199M	+$31.4M	1	23.85%	Increased
54	SoftBank Group Tokyo, Japan	$193M	+$166M	2	0.97%	Increased
55	Lord, Abbett & Co Jersey City, New Jersey	$193M	+$94.3M	4	0.63%	Increased
56	Massachusetts Financial Services Boston, Massachusetts	$189M	+$62.7M	5	0.06%	Increased
57	GC GPI Capital New York	$181M	-$88M	1	47.72%	Reduced
58	Dragoneer Investment Group San Francisco, California	$178M	+$44.9M	2	3.41%	Increased
59	KCM Kensico Capital Management Greenwich, Connecticut	$175M	-$3.72M	1	5.45%	Reduced
60	Victory Capital Management San Antonio, Texas	$173M	+$3.12M	11	0.17%	Increased
61	Allspring Global Investments Charlotte, North Carolina	$165M	-$8.22M	12	0.27%	Reduced
62	Raymond James & Associates St Petersburg, Florida	$164M	-$19.5M	14	0.11%	Reduced
63	NI NetEase Inc Hangzhou, China	$162M	-$110M	1	93.44%	Reduced
64	NMC NEA Management Company Timonium, Maryland	$160M	+$140M	1	12.04%	New
65	American Century Companies Kansas City, Missouri	$157M	-$28.5M	6	0.1%	Reduced
66	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$155M	+$150M	18	0.37%	New
67	Westfield Capital Management Boston, Massachusetts	$153M	+$107M	2	0.75%	Increased
68	Capital World Investors Los Angeles, California	$151M	-$32.1K	3	0.02%	Reduced
69	Deutsche Bank Frankfurt Am Main Ge, Germany	$147M	+$91.3M	17	0.07%	Increased
70	NHAS Novo Holdings A/S Hellerup, Denmark	$143M	+$125M	1	7.69%	New
71	Qube Research & Technologies (QRT) London, United Kingdom	$141M	-$162M	20	0.22%	Reduced
72	Wellington Management Group Boston, Massachusetts	$135M	+$7.1M	5	0.02%	Increased
73	Ghisallo Capital Management Boston, Massachusetts	$133M	+$136M	1	11.45%	Increased
74	Wells Fargo San Francisco, California	$133M	+$26.9M	30	0.03%	Increased
75	Voloridge Investment Management Jupiter, Florida	$129M	-$1.2M	5	0.48%	Reduced