← 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	Millennium Management New York	$20.1M	+$7.93M	7	0.04%	Increased
77	D.E. Shaw & Co New York	$19.9M	-$4.39M	5	0.03%	Reduced
78	RC RGM Capital Naples, Florida	$19.7M	+$19.5M	1	2.78%	New
79	Legal & General Group London, United Kingdom	$19.4M	+$1.05M	4	0.02%	Increased
80	Braun Stacey Associates New York	$19M	-$267K	1	0.81%	Reduced
81	BCA Bernzott Capital Advisors Camarillo, California	$17.8M	-$206K	1	3.83%	Reduced
82	ArrowMark Colorado Holdings Denver, Colorado	$17.8M	+$96.5K	2	0.43%	Increased
83	Menora Mivtachim Holdings Ramat Gan, Israel	$17.4M	+$5.76M	2	1.32%	Increased
84	Natixis Advisors Boston, Massachusetts	$17.3M	+$4.16M	2	0.29%	Increased
85	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$16.4M	-$345K	5	0.04%	Reduced
86	VAM Visium Asset Management New York	$16.2M	+$3.66M	1	0.23%	Increased
87	Barclays London, United Kingdom	$16.1M	-$171K	5	0.02%	Reduced
88	Polar Capital London, United Kingdom	$16M	+$8.86M	1	0.31%	Increased
89	JP Morgan Chase New York	$15.4M	-$7.87M	3	0%	Reduced
90	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$14M	+$14.6M	1	0.21%	New
91	Raymond James & Associates St Petersburg, Florida	$13.7M	+$838K	1	0.05%	Increased
92	ACM Ashford Capital Management Wilmington, Delaware	$13.6M	+$66.5K	2	3%	Increased
93	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$13.5M	+$555K	1	0.02%	Increased
94	Calamos Advisors Naperville, Illinois	$13M	$0	1	0.08%	Maintained
95	VOYA Investment Management Atlanta, Georgia	$12.9M	-$325K	4	0.03%	Reduced
96	Franklin Resources San Mateo, California	$12.9M	+$3.16M	2	0.01%	Increased
97	Swiss National Bank Zurich, Switzerland	$12.3M	+$546K	4	0.03%	Increased
98	OAM Origin Asset Management London, United Kingdom	$12.2M	-$1.57M	1	0.89%	Reduced
99	NC Northpointe Capital Bloomfield Hills, Michigan	$12M	-$3.16M	1	1.41%	Reduced
100	SRFM Shannon River Fund Management New York	$11.2M	-$5.72M	1	1.1%	Reduced