← 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
Riverbridge Partners
Riverbridge Partners
Minnesota
$65.3M -$1.18M 1 0.89% Reduced
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$64.6M -$4.36M 18 0.1% Reduced
78
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$63.8M +$29.5M 1 2.08% Increased
79
Brown Advisory
Brown Advisory
Maryland
$61.6M +$37.8M 4 0.1% Increased
80
BHH
Baker Hughes Holdings
Texas
$61.2M -$75.3M 1 35.45% Reduced
81
Hyperion Asset Management
Hyperion Asset Management
Australia
$60.4M -$17.4M 1 2.91% Reduced
82
Quadrature Capital
Quadrature Capital
United Kingdom
$59.1M +$58.3M 9 1.21% Increased
83
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$59M -$1.54M 1 54.29% Reduced
84
DMC
Deer Management Company
New York
$57.5M $0 1 7% Maintained
85
Capital Research Global Investors
Capital Research Global Investors
California
$54.4M -$35.5M 1 0.02% Reduced
86
Wells Fargo
Wells Fargo
California
$53.4M +$3.83M 38 0.02% Increased
87
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$53.3M +$6.26M 27 0.01% Increased
88
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$53.2M -$4.89M 1 2.28% Reduced
89
Macquarie Group
Macquarie Group
Australia
$53.1M +$8.41M 3 0.07% Increased
90
ACM
American Capital Management
New York
$52M +$3.35M 2 2% Increased
91
SG
Stephens Group
Arkansas
$51.8M $0 1 23.41% Maintained
92
Deutsche Bank
Deutsche Bank
Germany
$51.3M -$15.2M 16 0.03% Reduced
93
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$50.3M -$3.33M 18 0.07% Reduced
94
PCM
Parsifal Capital Management
Connecticut
$48M +$1.54M 1 2.81% Increased
95
Osaic Holdings
Osaic Holdings
Arizona
$47.5M +$10.3M 33 0.07% Increased
96
Point72 Asset Management
Point72 Asset Management
Connecticut
$46.8M -$13.8M 5 0.14% Reduced
97
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$46M -$6.9M 31 0.01% Reduced
98
Phoenix Financial
Phoenix Financial
Israel
$45.4M -$33.8M 2 0.83% Reduced
99
AC
AltraVue Capital
Washington
$45.3M -$17.6M 1 5.39% Reduced
100
SCA
Summit Creek Advisors
Minnesota
$45.2M +$5.32M 2 6.15% Increased