← 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	Hyperion Asset Management Brisbane, Australia	$93M	+$13.5M	1	3.84%	Increased
102	Amundi Paris, France	$92.5M	-$23M	6	0.04%	Reduced
103	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$90.9M	+$24.7M	2	0.1%	Increased
104	Conestoga Capital Advisors Wayne, Pennsylvania	$89M	+$19.3M	1	1.33%	Increased
105	SCM Spyglass Capital Management San Francisco, California	$87.2M	-$31.5M	1	6.39%	Reduced
106	Quadrature Capital London, United Kingdom	$85M	-$21.4M	6	1.43%	Reduced
107	LPL Financial San Diego, California	$83.4M	+$16.4M	12	0.04%	Increased
108	Frontier Capital Management Boston, Massachusetts	$83.2M	+$38.5M	2	0.82%	Increased
109	Citigroup New York	$81.5M	-$161M	28	0.05%	Reduced
110	New York State Common Retirement Fund Albany, New York	$80.8M	+$7.71M	23	0.11%	Increased
111	Balyasny Asset Management Chicago, Illinois	$79.4M	+$68.4M	8	0.14%	Increased
112	Bessemer Group Woodbridge, New Jersey	$78.7M	+$79.4M	4	0.14%	Increased
113	Envestnet Asset Management Chicago, Illinois	$76.5M	+$40.7M	10	0.03%	Increased
114	PCM Palestra Capital Management New York	$76.4M	+$71.3M	1	3.02%	New
115	AH Allen Holding New York	$76M	+$5.63M	1	9.5%	Increased
116	Russell Investments Group London, United Kingdom	$74.8M	-$8.04M	18	0.12%	Reduced
117	Riverbridge Partners Minneapolis, Minnesota	$74.6M	-$5.54M	1	1.01%	Reduced
118	William Blair Investment Management Chicago, Illinois	$74.3M	+$23.7M	2	0.19%	Increased
119	State Board of Administration of Florida Retirement System Tallahassee, Florida	$73.8M	+$2.17M	11	0.15%	Increased
120	GW&K Investment Management Boston, Massachusetts	$73.3M	+$2.95M	1	0.67%	Increased
121	AC AltraVue Capital Bellevue, Washington	$71.7M	$0	1	7.12%	Maintained
122	Macquarie Group Sydney, NSW 2000, Australia	$71.2M	-$3.66M	5	0.08%	Reduced
123	NSGL No Street GP LP San Francisco, California	$70.7M	-$103M	1	4.35%	Reduced
124	Fuller & Thaler Asset Management San Mateo, California	$68.3M	+$6.54M	2	0.29%	Increased
125	GPC Greenstone Partners & Co Larkspur, California	$66.3M	$0	1	27.7%	Maintained