← 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
Frontier Capital Management
Frontier Capital Management
Massachusetts
$20.2M +$7.17M 1 0.16% Increased
77
ICOM
Investment Counselors of Maryland
Maryland
$19.6M +$20.3M 1 1.04% New
78
VOYA Investment Management
VOYA Investment Management
Georgia
$19.6M +$2.77M 5 0.05% Increased
79
Axa
Axa
France
$19.3M -$2.32M 3 0.09% Reduced
80
CAM
Cortina Asset Management
Wisconsin
$18.7M -$3.03M 1 0.78% Reduced
81
SAM
Sentinel Asset Management
Vermont
$17.9M +$969K 1 0.45% Increased
82
BCA
Bernzott Capital Advisors
California
$17.6M +$640K 1 3% Increased
83
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$17.6M $0 1 1.69% Maintained
84
Todd Asset Management
Todd Asset Management
Kentucky
$16.7M -$1.32M 1 0.5% Reduced
85
HBK Investments
HBK Investments
Texas
$16.6M +$4.7M 1 0.16% Increased
86
SCM
SG Capital Management
Illinois
$16.1M +$16.1M 1 2.68% New
87
Barclays
Barclays
United Kingdom
$15.5M +$5.83M 6 0.02% Increased
88
Raymond James & Associates
Raymond James & Associates
Florida
$15.5M -$684K 2 0.04% Reduced
89
SC
Shellback Capital
Massachusetts
$15.4M +$15.4M 1 1.57% New
90
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$15.1M $0 2 2.14% Maintained
91
Swiss National Bank
Swiss National Bank
Switzerland
$15.1M +$564K 3 0.02% Increased
92
Legal & General Group
Legal & General Group
United Kingdom
$15M -$698K 6 0.01% Reduced
93
IAM
Impax Asset Management
New Hampshire
$14.8M +$1.69M 1 0.84% Increased
94
Country Trust Bank
Country Trust Bank
Illinois
$14.4M -$651K 1 0.73% Reduced
95
Los Angeles Capital Management
Los Angeles Capital Management
California
$14.3M -$33M 2 0.11% Reduced
96
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$14.2M +$14.2M 1 1.17% New
97
FQ
First Quadrant
California
$14.2M +$2.55M 1 0.29% Increased
98
California Public Employees Retirement System
California Public Employees Retirement System
California
$13.4M -$939K 9 0.02% Reduced
99
Russell Investments Group
Russell Investments Group
United Kingdom
$13.3M +$13.4M 4 0.03% New
100
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$13.3M -$9.07M 6 0.26% Reduced
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