← 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	Allspring Global Investments Charlotte, North Carolina	$65.2M	-$1.31M	12	0.1%	Reduced
77	SG Stephens Group Little Rock, Arkansas	$64.1M	$0	1	26.37%	Maintained
78	SCM Spyglass Capital Management San Francisco, California	$62.9M	-$4.28M	1	4.54%	Reduced
79	California Public Employees Retirement System Sacramento, California	$62.8M	+$126K	3	0.05%	Increased
80	Citadel Advisors Miami, Florida	$61.5M	-$40.1M	25	0.01%	Reduced
81	AC AltraVue Capital Bellevue, Washington	$60.3M	-$10.3M	1	7.1%	Reduced
82	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$58M	+$43M	1	25.44%	New
83	Susquehanna International Group Bala Cynwyd, Pennsylvania	$57.5M	-$41.3M	29	0.01%	Reduced
84	Van Berkom & Associates Montreal, Quebec, Canada	$57.3M	-$696K	1	2.08%	Reduced
85	Riverbridge Partners Minneapolis, Minnesota	$56M	+$10.9M	1	0.71%	Increased
86	Neuberger Berman Group New York	$54.7M	+$752K	4	0.05%	Increased
87	AP Adero Partners Pleasanton, California	$53.2M	-$73.6K	2	5.25%	Reduced
88	AG Alibaba Group Causeway Bay, Hong Kong	$52.6M	$0	1	10.39%	Maintained
89	KCM Kensico Capital Management Greenwich, Connecticut	$51.4M	+$7.53M	1	2.08%	Increased
90	Menora Mivtachim Holdings Ramat Gan, Israel	$51.2M	$0	1	0.47%	Maintained
91	Antipodes Partners Royal Exchange, Australia	$51.1M	+$37.9M	1	1.76%	New
92	VOYA Investment Management Atlanta, Georgia	$50.7M	-$225M	13	0.05%	Reduced
93	Wells Fargo San Francisco, California	$50.5M	-$27.9M	36	0.01%	Reduced
94	Royal Bank of Canada Toronto, Ontario, Canada	$50M	+$19.8M	35	0.01%	Increased
95	Pacer Advisors Malvern, Pennsylvania	$48.8M	+$39.1M	2	0.2%	Increased
96	Millennium Management New York	$48.8M	-$50.4M	28	0.02%	Reduced
97	New York State Common Retirement Fund Albany, New York	$48.7M	-$19.4K	20	0.06%	Reduced
98	Fisher Asset Management Camas, Washington	$47.7M	+$726K	4	0.03%	Increased
99	CAM Contour Asset Management New York	$47.4M	-$32.7M	1	2.14%	Reduced
100	Tiger Global Management New York	$45.9M	-$11.3M	1	0.38%	Reduced