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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	New York State Common Retirement Fund Albany, New York	$50.6M	-$546K	18	0.07%	Reduced
102	KC Keenan Capital Burlingame, California	$50.4M	-$15M	1	11.87%	Reduced
103	Russell Investments Group London, United Kingdom	$48.8M	+$5.78M	15	0.09%	Increased
104	AC AltraVue Capital Bellevue, Washington	$48.6M	$0	1	5.6%	Maintained
105	Temasek Holdings Singapore	$47.6M	+$49.4M	1	0.27%	New
106	AH Allen Holding New York	$47.2M	$0	1	6.58%	Maintained
107	State Board of Administration of Florida Retirement System Tallahassee, Florida	$45.9M	+$648K	12	0.1%	Increased
108	AllianceBernstein Nashville, Tennessee	$45.7M	+$7.52M	16	0.02%	Increased
109	BGC Blue Grotto Capital Atlanta, Georgia	$45.1M	-$2.15M	1	9.88%	Reduced
110	Lord, Abbett & Co Jersey City, New Jersey	$44.9M	+$28.2M	3	0.16%	Increased
111	Man Group London, United Kingdom	$43.8M	+$44.7M	7	0.12%	New
112	Phoenix Financial Givatayim, Israel	$43.8M	-$8.33M	2	0.72%	Reduced
113	Osaic Holdings Scottsdale, Arizona	$43.3M	-$8.44M	31	0.08%	Reduced
114	SP Solel Partners Boston, Massachusetts	$43.3M	+$4.78M	2	6.09%	Increased
115	VanEck Associates New York	$43.1M	+$5.33M	2	0.08%	Increased
116	Fort Washington Investment Advisors Cincinnati, Ohio	$43.1M	+$6.96M	2	0.3%	Increased
117	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$42.5M	$0	1	0.06%	Maintained
118	PCM Parsifal Capital Management Greenwich, Connecticut	$41.9M	+$891K	1	2.87%	Increased
119	Menora Mivtachim Holdings Ramat Gan, Israel	$39.5M	$0	1	0.33%	Maintained
120	SCA Summit Creek Advisors Minneapolis, Minnesota	$38.7M	-$2.47M	2	5.17%	Reduced
121	Quadrature Capital London, United Kingdom	$38.6M	-$25.6M	7	0.7%	Reduced
122	LPL Financial San Diego, California	$38.5M	+$2.64M	10	0.02%	Increased
123	William Blair Investment Management Chicago, Illinois	$38.4M	+$8.91M	1	0.11%	Increased
124	CAM Contour Asset Management New York	$37.8M	-$808K	1	1.56%	Reduced
125	VCM Vector Capital Management San Francisco, California	$37.1M	+$30M	1	19.46%	New