← 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
RGMC
Revolution Growth Management Company
District of Columbia
$128M +$112M 1 66.21% New
77
ClearBridge Investments
ClearBridge Investments
New York
$127M +$28.8M 2 0.1% Increased
78
California Public Employees Retirement System
California Public Employees Retirement System
California
$125M +$5.27M 2 0.09% Increased
79
Barclays
Barclays
United Kingdom
$124M -$12.6M 27 0.04% Reduced
80
PAEMF
Panview Asian Equity Master Fund
Hong Kong
$123M +$6.6M 1 30.97% Increased
81
SM
Senvest Management
New York
$123M -$1.87M 1 4.71% Reduced
82
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$119M -$2.86M 27 0.02% Reduced
83
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$118M +$12.5M 27 0.11% Increased
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$118M +$8.18M 20 0.14% Increased
85
Scout Investments
Scout Investments
Missouri
$117M -$85.9M 3 3.14% Reduced
86
Brown Advisory
Brown Advisory
Maryland
$115M -$5.62M 5 0.15% Reduced
87
PCM
Primavera Capital Management
Cayman Islands
$114M $0 1 21.94% Maintained
88
Marshall Wace
Marshall Wace
United Kingdom
$113M +$68.8M 8 0.15% Increased
89
VanEck Associates
VanEck Associates
New York
$112M +$18M 2 0.16% Increased
90
Granahan Investment Management
Granahan Investment Management
Massachusetts
$112M -$41.7M 3 4.49% Reduced
91
Federated Hermes
Federated Hermes
Pennsylvania
$111M +$38.7M 10 0.26% Increased
92
Wasatch Advisors
Wasatch Advisors
Utah
$107M +$109M 1 0.57% New
93
VVVM4
Viola Ventures VC Management 4
Israel
$104M $0 1 39.79% Maintained
94
Franklin Resources
Franklin Resources
California
$104M +$52.3M 8 0.03% Increased
95
SEI Investments
SEI Investments
Pennsylvania
$103M +$40.2M 11 0.15% Increased
96
RC
RGM Capital
Florida
$101M -$1.12M 1 4.04% Reduced
97
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$98.4M +$3.98M 34 0.02% Increased
98
AKRE Capital Management
AKRE Capital Management
Virginia
$95.6M +$17.2M 2 0.84% Increased
99
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$93.7M +$8.09M 3 0.1% Increased
100
AllianceBernstein
AllianceBernstein
Tennessee
$93.7M +$17.9M 19 0.03% Increased