← 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	Amundi Asset Management US Boston, Massachusetts	$26.8M	-$860K	2	0.03%	Reduced
102	Raymond James & Associates St Petersburg, Florida	$26.8M	-$851K	4	0.04%	Reduced
103	Axa Paris, France	$26.2M	+$1.74M	4	0.1%	Increased
104	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$26M	-$1.63M	2	5.39%	Reduced
105	CC Carlson Capital Dallas, Texas	$25.8M	+$24.8M	1	0.71%	New
106	SRFM Shannon River Fund Management New York	$25.7M	+$24.8M	1	3.37%	New
107	IACGFIA IDG-Accel China Growth Fund III Associates Hong Kong	$25.4M	$0	2	20.83%	Maintained
108	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$25.2M	+$1.06M	1	6.99%	Increased
109	RhumbLine Advisers Boston, Massachusetts	$24.8M	+$2.1M	10	0.04%	Increased
110	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$24.3M	+$70.3K	10	0.04%	Increased
111	SC Shellback Capital Boston, Massachusetts	$24M	+$18M	1	2.51%	New
112	KCM Kensico Capital Management Greenwich, Connecticut	$22M	+$18.2M	1	0.46%	New
113	Susquehanna International Group Bala Cynwyd, Pennsylvania	$21.9M	+$6.27M	11	0.01%	Increased
114	Bank of Nova Scotia Toronto, Ontario, Canada	$21.8M	+$14.4M	1	0.08%	Increased
115	Acadian Asset Management Boston, Massachusetts	$21.8M	+$4.47M	7	0.09%	Increased
116	Phoenix Financial Givatayim, Israel	$21.4M	-$15.3M	1	0.91%	Reduced
117	Barclays London, United Kingdom	$21.3M	-$4.41M	12	0.02%	Reduced
118	Glenmede Trust Philadelphia, Pennsylvania	$21.2M	-$4.78M	5	0.13%	Reduced
119	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$21.1M	+$17.4M	1	3.27%	New
120	Principal Financial Group Des Moines, Iowa	$20.9M	+$81.2K	3	0.02%	Increased
121	AIC AWM Investment Company New York	$20.6M	-$8.68M	2	3.61%	Reduced
122	GW&K Investment Management Boston, Massachusetts	$20.2M	+$14.2M	1	0.28%	New
123	UBS Group Zurich, Switzerland	$20.1M	-$5.56M	15	0.01%	Reduced
124	EMG ETF Managers Group Summit, New Jersey	$19.7M	+$3.02M	2	0.7%	Increased
125	GGPE Golden Gate Private Equity San Francisco, California	$19.4M	-$7.63M	3	6.87%	Reduced