← 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
AIC
AWM Investment Company
New York
$23.7M -$260K 2 4.54% Reduced
77
Riverbridge Partners
Riverbridge Partners
Minnesota
$23.4M -$468K 1 0.44% Reduced
78
BCA
Bernzott Capital Advisors
California
$23.4M -$5.02M 1 2.81% Reduced
79
SFM
Sphera Funds Management
Israel
$23.3M +$9.95M 1 3.18% Increased
80
Raymond James & Associates
Raymond James & Associates
Florida
$23.2M -$4.45M 5 0.03% Reduced
81
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.6M -$1.02M 1 0.17% Reduced
82
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$22.1M -$22.3M 1 0.02% Reduced
83
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$22.1M +$12.2M 5 0.56% Increased
84
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$22M -$59K 1 0.54% Reduced
85
Kennedy Capital Management
Kennedy Capital Management
Missouri
$21.7M +$253K 2 0.51% Increased
86
Point72 Asset Management
Point72 Asset Management
Connecticut
$21.3M -$3.04M 2 0.11% Reduced
87
Castleark Management
Castleark Management
Illinois
$21.2M +$8.98M 2 0.81% Increased
88
Acadian Asset Management
Acadian Asset Management
Massachusetts
$21.2M +$5.16M 5 0.1% Increased
89
OCMI
Oaktop Capital Management II
New Jersey
$20.6M $0 1 4.44% Maintained
90
California Public Employees Retirement System
California Public Employees Retirement System
California
$20.6M -$882K 8 0.02% Reduced
91
RI
Redwood Investments
Massachusetts
$20.2M +$714K 1 1.49% Increased
92
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.9M +$9.25M 10 0.01% Increased
93
Gotham Asset Management
Gotham Asset Management
New York
$19.7M +$3.66M 2 0.31% Increased
94
Two Sigma Advisers
Two Sigma Advisers
New York
$19.5M +$2M 6 0.05% Increased
95
1SAMC
12th Street Asset Management Company
Tennessee
$19.2M -$1.45M 1 5.25% Reduced
96
CRCP
Copper Rock Capital Partners
Massachusetts
$19.2M -$11.2M 1 1.42% Reduced
97
GGPE
Golden Gate Private Equity
California
$18.9M +$2.45M 3 6.28% Increased
98
Swiss National Bank
Swiss National Bank
Switzerland
$18.9M +$1.16M 4 0.02% Increased
99
RHJA
Rice Hall James & Associates
California
$18.8M -$1.56M 3 0.63% Reduced
100
Citadel Advisors
Citadel Advisors
Florida
$18.8M +$16.2M 11 0.01% Increased
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