← 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
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$741M +$115M 13 1.22% Increased
77
National Bank of Canada
National Bank of Canada
Quebec, Canada
$736M +$187M 13 0.73% Increased
78
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$732M -$197M 2 7.09% Reduced
79
Sands Capital Management
Sands Capital Management
Virginia
$731M +$92M 1 2.02% Increased
80
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$726M -$14M 21 0.94% Reduced
81
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$707M -$117M 2 8.32% Reduced
82
Victory Capital Management
Victory Capital Management
Texas
$698M +$25.7M 13 0.41% Increased
83
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$636M -$22.1M 4 1.89% Reduced
84
Capital International Investors
Capital International Investors
California
$630M +$43.9M 2 0.1% Increased
85
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$608M +$18.6M 1 0.37% Increased
86
D1 Capital Partners
D1 Capital Partners
New York
$601M +$21.6M 1 6.9% Increased
87
Nordea Investment Management
Nordea Investment Management
Sweden
$582M -$19.7M 4 0.51% Reduced
88
Voloridge Investment Management
Voloridge Investment Management
Florida
$580M +$217M 6 1.95% Increased
89
TD Asset Management
TD Asset Management
Ontario, Canada
$575M +$62M 5 0.47% Increased
90
Marshall Wace
Marshall Wace
United Kingdom
$573M -$267M 23 0.58% Reduced
91
Clear Street
Clear Street
New York
$572M +$98.6M 8 1.95% Increased
92
Prudential Financial
Prudential Financial
New Jersey
$571M +$70.8M 12 0.68% Increased
93
SEI Investments
SEI Investments
Pennsylvania
$567M +$22.8M 16 0.61% Increased
94
Adage Capital Partners
Adage Capital Partners
Massachusetts
$555M +$133M 3 0.88% Increased
95
IHG
Insight Holdings Group
New York
$553M +$1.38M 2 34.16% Increased
96
Citadel Advisors
Citadel Advisors
Florida
$553M -$308M 30 0.08% Reduced
97
Envestnet Asset Management
Envestnet Asset Management
Illinois
$553M -$1.92M 14 0.16% Reduced
98
1832 Asset Management
1832 Asset Management
Ontario, Canada
$543M +$21.6M 3 0.43% Increased
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$535M -$27.7M 13 0.94% Reduced
100
Two Sigma Investments
Two Sigma Investments
New York
$527M -$84.7M 24 0.78% Reduced
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