← 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
101	CCM Cadian Capital Management New York	$11.7M	-$3.59M	1	0.78%	Reduced
102	Allianz Asset Management Munich, Germany	$11.6M	+$9.47M	3	0.01%	Increased
103	Brandes Investment Partners La Jolla, California	$11.3M	+$2.29M	1	0.16%	Increased
104	Penserra Capital Management Orinda, California	$11.2M	+$11.4K	2	1.09%	Increased
105	Jacobs Levy Equity Management Florham Park, New Jersey	$11.1M	+$5.3M	5	0.24%	Increased
106	CG Clinton Group New York	$11.1M	+$8.78M	1	0.66%	Increased
107	FQ First Quadrant Glendale, California	$10.8M	+$10.4M	2	0.24%	Increased
108	UBS Group Zurich, Switzerland	$10.7M	+$456K	10	0.01%	Increased
109	Highbridge Capital Management New York	$10.4M	-$1.35M	3	0.17%	Reduced
110	Country Trust Bank Bloomington, Illinois	$10.2M	-$6.74M	1	0.55%	Reduced
111	Natixis Advisors Boston, Massachusetts	$9.89M	-$976K	2	0.15%	Reduced
112	Schroder Investment Management Group London, United Kingdom	$9.78M	-$1.64M	1	0.02%	Reduced
113	OppenheimerFunds New York	$9.62M	+$613K	2	0.01%	Increased
114	OAM Oxford Asset Management Oxford, United Kingdom	$9.59M	-$2.86M	3	0.27%	Reduced
115	ACM Archon Capital Management Seattle, Washington	$9.55M	$0	1	9.47%	Maintained
116	Bridgewater Associates Westport, Connecticut	$9.5M	+$9.29M	1	0.12%	Increased
117	Loomis, Sayles & Company Boston, Massachusetts	$9.45M	-$14.8M	1	0.03%	Reduced
118	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$9.24M	+$52.5K	1	0.02%	Increased
119	BCM Brown Capital Management Baltimore, Maryland	$9.1M	-$46.6K	1	0.15%	Reduced
120	ACM Ashford Capital Management Wilmington, Delaware	$9.08M	$0	1	2.16%	Maintained
121	Commonwealth Equity Services Waltham, Massachusetts	$8.66M	-$24.8K	1	0.08%	Reduced
122	Janus Henderson Investors US Denver, Colorado	$8.57M	+$4.91M	1	0.01%	Increased
123	Parametric Portfolio Associates Seattle, Washington	$8.51M	+$3.24M	4	0.01%	Increased
124	Gateway Investment Advisers Cincinnati, Ohio	$8.31M	+$3.29M	1	0.07%	Increased
125	Putnam Investments Boston, Massachusetts	$8.31M	+$5.19M	3	0.02%	Increased