← 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	SCM Spyglass Capital Management San Francisco, California	$101M	-$3.14M	1	6.71%	Reduced
77	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$99.1M	+$4.87M	18	0.13%	Increased
78	Quadrature Capital London, United Kingdom	$97.6M	+$41.6M	6	1.67%	Increased
79	RhumbLine Advisers Boston, Massachusetts	$96.7M	-$173K	23	0.09%	Reduced
80	PAEMF Panview Asian Equity Master Fund Central, Hong Kong	$96.2M	+$73.6M	1	30.19%	New
81	Amundi Paris, France	$95.9M	+$65.5M	7	0.04%	Increased
82	Wells Fargo San Francisco, California	$95.3M	+$8.95M	40	0.02%	Increased
83	1832 Asset Management Toronto, Ontario, Canada	$93M	+$84.6M	2	0.06%	Increased
84	Royal Bank of Canada Toronto, Ontario, Canada	$87.9M	+$18M	31	0.02%	Increased
85	AQR Capital Management Greenwich, Connecticut	$87.8M	-$5.03M	9	0.15%	Reduced
86	Riverbridge Partners Minneapolis, Minnesota	$86.2M	-$1.99M	1	1.05%	Reduced
87	AKRE Capital Management Middleburg, Virginia	$85.1M	+$81.2M	2	0.7%	New
88	VVVM4 Viola Ventures VC Management 4 Herzliya, Israel	$82.6M	$0	1	30.27%	Maintained
89	VanEck Associates New York	$79.3M	+$10.2M	2	0.12%	Increased
90	GW&K Investment Management Boston, Massachusetts	$75.8M	+$17.9M	1	0.67%	Increased
91	Conestoga Capital Advisors Wayne, Pennsylvania	$75.5M	+$60.5M	1	1.09%	Increased
92	Macquarie Group Sydney, NSW 2000, Australia	$74.5M	+$479K	9	0.08%	Increased
93	Russell Investments Group London, United Kingdom	$73.4M	+$3.22M	17	0.12%	Increased
94	Schroder Investment Management Group London, United Kingdom	$71.4M	+$47.6M	2	0.08%	Increased
95	Hyperion Asset Management Brisbane, Australia	$70.7M	-$5.61M	1	2.97%	Reduced
96	DMC Deer Management Company Larchmont, New York	$70.3M	$0	1	12.75%	Maintained
97	BGC Blue Grotto Capital Atlanta, Georgia	$70M	+$15.4M	2	14.2%	Increased
98	Lord, Abbett & Co Jersey City, New Jersey	$69.6M	+$657K	4	0.22%	Increased
99	ClearBridge Investments New York	$68.9M	+$24.8M	2	0.05%	Increased
100	New York State Common Retirement Fund Albany, New York	$68.8M	+$4.65M	17	0.09%	Increased