← 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	ClearBridge Investments New York	$32.9M	+$268K	2	0.03%	Increased
102	Arrowstreet Capital Boston, Massachusetts	$32.1M	+$2.81M	6	0.04%	Increased
103	New York State Common Retirement Fund Albany, New York	$31.8M	+$44.5K	16	0.04%	Increased
104	PCM Parsifal Capital Management Greenwich, Connecticut	$31.3M	+$504K	1	2.33%	Increased
105	Boston Partners Boston, Massachusetts	$30.4M	+$25M	2	0.04%	Increased
106	ER EVR Research Richmond, Virginia	$30.2M	+$6.58M	2	7.53%	Increased
107	General Atlantic New York	$30M	$0	1	0.35%	Maintained
108	SCA Summit Creek Advisors Minneapolis, Minnesota	$29.2M	+$9.65M	2	3.8%	Increased
109	Tudor Investment Corp Stamford, Connecticut	$29.2M	-$5.39M	6	0.45%	Reduced
110	Jacobs Levy Equity Management Florham Park, New Jersey	$28.7M	+$5.65M	4	0.18%	Increased
111	SEI Investments Oaks, Pennsylvania	$28.6M	+$13.5M	9	0.05%	Increased
112	OAM Ophir Asset Management Sydney, Australia	$28.5M	+$14.4M	2	5.3%	Increased
113	SG Americas Securities New York	$28.5M	+$6.92M	14	0.33%	Increased
114	Calamos Advisors Naperville, Illinois	$28.3M	-$4.32M	4	0.14%	Reduced
115	Cubist Systematic Strategies Stamford, Connecticut	$27.3M	-$12.6M	15	0.17%	Reduced
116	Russell Investments Group London, United Kingdom	$27M	-$135K	13	0.05%	Reduced
117	Fort Washington Investment Advisors Cincinnati, Ohio	$26.7M	+$2.78M	2	0.2%	Increased
118	ICM Invenomic Capital Management Boston, Massachusetts	$26.5M	-$35.3M	1	1.5%	Reduced
119	EC Edenbrook Capital Mt. Kisco, New York	$26.5M	$0	1	5.51%	Maintained
120	KC Keenan Capital Burlingame, California	$25.9M	+$7.21M	1	4.71%	Increased
121	Fidelity Investments Boston, Massachusetts	$25.8M	+$3.68M	24	0%	Increased
122	KCM Kensico Capital Management Greenwich, Connecticut	$25.7M	+$1.89M	1	1.15%	Increased
123	RG Redmile Group San Francisco, California	$25M	$0	1	1.09%	Maintained
124	Glazer Capital LLC New York	$24.8M	+$3.39M	3	1.36%	Increased
125	RP Regal Partners Sydney, NSW, Australia	$23.9M	+$1M	2	4.67%	Increased