← 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
$26.3M -$1.68M 1 0.19% Reduced
77
VEPM
Vista Equity Partners Management
California
$26M +$5.89M 1 4.45% Increased
78
Point72 Asset Management
Point72 Asset Management
Connecticut
$25.6M +$23.4M 1 0.12% Increased
79
AIC
AWM Investment Company
New York
$25M -$15.1M 2 4.93% Reduced
80
Westfield Capital Management
Westfield Capital Management
Massachusetts
$25M -$1.18M 1 0.19% Reduced
81
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$24.2M -$1.54M 6 0.02% Reduced
82
UBS AM
UBS AM
Illinois
$24.1M +$12.8M 3 0.02% Increased
83
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$23.4M -$464K 1 0.59% Reduced
84
Kennedy Capital Management
Kennedy Capital Management
Missouri
$23.3M +$75.2K 3 0.55% Increased
85
California Public Employees Retirement System
California Public Employees Retirement System
California
$23.1M -$2.05M 8 0.03% Reduced
86
Morgan Stanley
Morgan Stanley
New York
$22.8M -$33.8M 14 0.01% Reduced
87
RHJA
Rice Hall James & Associates
California
$22.6M -$1.56M 3 0.73% Reduced
88
Russell Investments Group
Russell Investments Group
United Kingdom
$22.1M +$4.54M 5 0.04% Increased
89
1SAMC
12th Street Asset Management Company
Tennessee
$21.8M -$1.38M 1 5.78% Reduced
90
PCM
Portolan Capital Management
Massachusetts
$21.2M +$13.8M 1 2.18% Increased
91
GACM
Global Alpha Capital Management
Quebec, Canada
$20.7M +$2.75M 1 3.95% Increased
92
Ariel Investments
Ariel Investments
Illinois
$20.6M -$1.29M 1 0.26% Reduced
93
Barclays
Barclays
United Kingdom
$20.5M +$1.4M 11 0.01% Increased
94
RI
Redwood Investments
Massachusetts
$20.2M +$2.91M 1 1.47% Increased
95
D.E. Shaw & Co
D.E. Shaw & Co
New York
$20M -$5.02M 6 0.03% Reduced
96
VOYA Investment Management
VOYA Investment Management
Georgia
$19.7M -$2.65M 5 0.04% Reduced
97
Swiss National Bank
Swiss National Bank
Switzerland
$19.1M +$652K 3 0.02% Increased
98
GIP
Granite Investment Partners
California
$18.7M +$14.3M 3 1.06% Increased
99
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$18.6M -$2.58M 1 0.36% Reduced
100
Two Sigma Advisers
Two Sigma Advisers
New York
$18.6M +$7.88M 5 0.05% Increased
2 3
4
5 6