← 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
76
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$17.9M -$4.86M 2 0.49% Reduced
77
BPIM
Brant Point Investment Management
New York
$17.3M +$11.6M 2 1.63% Increased
78
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.2M +$244K 1 0.21% Increased
79
BCA
Bernzott Capital Advisors
California
$17M -$152K 1 4% Reduced
80
Teachers Advisors
Teachers Advisors
New York
$17M +$6.46M 5 0.03% Increased
81
Barclays
Barclays
United Kingdom
$16.6M +$5.06M 8 0.02% Increased
82
CM
CS McKee
Pennsylvania
$16.5M -$2.76M 1 0.38% Reduced
83
PM
Platinum Management
New York
$16.2M -$2.73M 1 3.71% Reduced
84
Managed Account Advisors
Managed Account Advisors
New Jersey
$16.1M +$2.84M 5 0.02% Increased
85
Legal & General Group
Legal & General Group
United Kingdom
$15.8M +$1.23M 4 0.02% Increased
86
VOYA Investment Management
VOYA Investment Management
Georgia
$15.8M -$654K 4 0.04% Reduced
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$15.6M +$962K 5 0.04% Increased
88
TAM
THB Asset Management
Connecticut
$15.2M +$8.36M 3 1.05% Increased
89
T
TOBAM
France
$15M -$6.61M 1 0.42% Reduced
90
First Trust Advisors
First Trust Advisors
Illinois
$14.9M -$3.85M 2 0.06% Reduced
91
BlackRock Investment Management
BlackRock Investment Management
Delaware
$14.8M +$817K 10 0.02% Increased
92
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$14.7M -$9.33M 1 0.12% Reduced
93
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$14.3M +$4.38M 2 0.07% Increased
94
CPIM
Columbia Partners Investment Management
Virginia
$14.2M +$9.19M 1 0.72% Increased
95
UBS
UBS
Switzerland
$14M -$2.45M 11 0.01% Reduced
96
Brandes Investment Partners
Brandes Investment Partners
California
$13.9M +$445K 1 0.18% Increased
97
Natixis Advisors
Natixis Advisors
Massachusetts
$13.3M -$8.37M 2 0.27% Reduced
98
OAM
Origin Asset Management
United Kingdom
$13.3M +$448K 1 0.86% Increased
99
PFC
Phocas Financial Corp
California
$12.3M +$4.36M 2 1.1% Increased
100
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$11.7M +$535K 5 0.03% Increased
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