← 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	DCM Destrier Capital Management New York	$18.2M	-$13.8M	2	6.88%	Reduced
77	Country Trust Bank Bloomington, Illinois	$18M	-$12.1M	1	0.99%	Reduced
78	CC Carlson Capital Dallas, Texas	$17.8M	+$17.7M	1	0.2%	Increased
79	CCMH Cornerstone Capital Management Holdings New York	$17.6M	+$3.12M	2	0.14%	Increased
80	Eagle Asset Management St Petersburg, Florida	$17.3M	-$97.2K	2	0.12%	Reduced
81	Raymond James & Associates St Petersburg, Florida	$17M	-$277K	1	0.06%	Reduced
82	Castleark Management Chicago, Illinois	$17M	-$259K	1	0.51%	Reduced
83	Granahan Investment Management Waltham, Massachusetts	$17M	-$5.85M	1	0.59%	Reduced
84	Segall Bryant & Hamill Chicago, Illinois	$16.9M	+$2.21M	2	0.41%	Increased
85	Guggenheim Capital Chicago, Illinois	$16.3M	+$13.4M	3	0.05%	Increased
86	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$16.2M	+$117K	1	0.03%	Increased
87	UBS AM Chicago, Illinois	$16.2M	-$1.31M	3	0.02%	Reduced
88	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$15.4M	+$236K	5	0.04%	Increased
89	Barclays London, United Kingdom	$15.3M	+$6.97M	3	0.02%	Increased
90	TM Tikvah Management Charlotte, North Carolina	$14.6M	+$16.1M	1	7.66%	New
91	ArrowMark Colorado Holdings Denver, Colorado	$14.6M	+$1.84M	2	0.4%	Increased
92	Todd Asset Management Louisville, Kentucky	$14.3M	+$13.5M	1	0.43%	New
93	LAM Lapides Asset Management Greenwich, Connecticut	$14M	+$7.59M	1	2.45%	Increased
94	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$13.7M	+$6.91M	1	0.06%	Increased
95	Schroder Investment Management Group London, United Kingdom	$13.7M	-$20.4M	1	0.03%	Reduced
96	Highbridge Capital Management New York	$13.3M	-$4.16M	4	0.2%	Reduced
97	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$13.2M	+$14.5M	2	1.53%	New
98	OAM Oxford Asset Management Oxford, United Kingdom	$13.1M	+$158K	4	0.31%	Increased
99	Frontier Capital Management Boston, Massachusetts	$12.9M	-$18.6K	1	0.11%	Reduced
100	Susquehanna International Group Bala Cynwyd, Pennsylvania	$12.8M	+$5.26M	7	0.01%	Increased