← 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	D.E. Shaw & Co New York	$18.4M	+$1.47M	4	0.03%	Increased
77	Jacobs Levy Equity Management Florham Park, New Jersey	$18.3M	+$7.76M	7	0.32%	Increased
78	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$18.2M	-$10.7M	1	5.98%	Reduced
79	RHJA Rice Hall James & Associates San Diego, California	$17.6M	+$2.65M	3	0.64%	Increased
80	Altshuler Shaham Tel Aviv, Israel	$17M	+$8.07M	1	0.75%	Increased
81	Handelsbanken Fonder Stockholm, Sweden	$16.7M	+$2.6M	1	0.34%	Increased
82	OCMI Oaktop Capital Management II Chatham, New Jersey	$16.7M	$0	1	4.64%	Maintained
83	Ariel Investments Chicago, Illinois	$16.3M	-$367K	1	0.23%	Reduced
84	VOYA Investment Management Atlanta, Georgia	$16.2M	+$107K	5	0.04%	Increased
85	Kennedy Capital Management St Louis, Missouri	$16M	+$1.52M	3	0.4%	Increased
86	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$15.6M	-$89K	1	1.27%	Reduced
87	LAM Lapides Asset Management Greenwich, Connecticut	$15.2M	-$10.2M	2	6.14%	Reduced
88	Citadel Advisors Miami, Florida	$14.9M	+$11.1M	9	0.01%	Increased
89	Artisan Partners Milwaukee, Wisconsin	$14.8M	+$16.1M	1	0.03%	New
90	TAM THB Asset Management Norwalk, Connecticut	$14M	+$2.11M	1	2.08%	Increased
91	SFM Systematic Financial Management Teaneck, New Jersey	$13.8M	-$3.64M	1	0.43%	Reduced
92	EMG ETF Managers Group Summit, New Jersey	$13.5M	-$666K	2	0.64%	Reduced
93	Swiss National Bank Zurich, Switzerland	$13.5M	+$80.2K	3	0.02%	Increased
94	Barclays London, United Kingdom	$13.4M	+$3.32M	8	0.01%	Increased
95	Russell Investments Group London, United Kingdom	$13.1M	+$1.16M	4	0.03%	Increased
96	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$13M	+$210K	7	0.03%	Increased
97	DG Delek Group Herzliya, Israel	$12.9M	-$7.1M	2	0.59%	Reduced
98	Gotham Asset Management New York	$12.8M	+$14.5M	2	0.2%	Increased
99	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$12.8M	-$4.15M	2	0.03%	Reduced
100	VEPM Vista Equity Partners Management San Francisco, California	$12.5M	-$5.74M	1	1.48%	Reduced