← 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
SAM
Sentinel Asset Management
Vermont
$20.9M $0 1 0.5% Maintained
77
GGHC
Gilder Gagnon Howe & Co
New York
$20.6M +$6.4M 1 0.3% Increased
78
Raymond James & Associates
Raymond James & Associates
Florida
$20.5M +$2.47M 2 0.04% Increased
79
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$20.5M -$12.7K 1 1.75% Reduced
80
BCA
Bernzott Capital Advisors
California
$19.6M +$918K 1 3.23% Increased
81
Natixis Advisors
Natixis Advisors
Massachusetts
$19M +$12.2M 2 0.21% Increased
82
American Century Companies
American Century Companies
Missouri
$18.9M +$19.2M 2 0.02% Increased
83
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$18.9M -$24.5M 1 0.23% Reduced
84
VEPM
Vista Equity Partners Management
California
$18.6M +$3.82M 1 7.06% Increased
85
Castleark Management
Castleark Management
Illinois
$18.5M +$10.4M 3 0.61% Increased
86
IAM
Ion Asset Management
Israel
$18.5M -$5.78M 1 6.08% Reduced
87
EMG
ETF Managers Group
New Jersey
$18.3M +$18.2M 2 1.54% New
88
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$17.4M +$2.5M 1 0.44% Increased
89
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$17.4M +$17.3M 1 0.06% New
90
IAM
Impax Asset Management
New Hampshire
$17.1M $0 1 0.96% Maintained
91
Country Trust Bank
Country Trust Bank
Illinois
$16.8M $0 1 0.8% Maintained
92
Barclays
Barclays
United Kingdom
$16.2M -$4.07M 7 0.02% Reduced
93
UBS AM
UBS AM
Illinois
$15.8M +$1.33M 2 0.02% Increased
94
CCM
Cloverdale Capital Management
Texas
$15.8M +$4.35M 1 16.33% Increased
95
California Public Employees Retirement System
California Public Employees Retirement System
California
$15.7M +$278K 9 0.03% Increased
96
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$15.7M +$1.02M 6 0.03% Increased
97
Numeric Investors
Numeric Investors
Massachusetts
$15.7M -$32.2M 1 0.14% Reduced
98
PGCM
Prescott Group Capital Management
Oklahoma
$15.7M +$1.29M 3 3.3% Increased
99
AQR Capital Management
AQR Capital Management
Connecticut
$15.2M -$8.18M 4 0.02% Reduced
100
Artemis Investment Management
Artemis Investment Management
United Kingdom
$15.1M -$988K 1 0.37% Reduced
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