← 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	Envestnet Asset Management Chicago, Illinois	$335M	-$18.3M	11	0.1%	Reduced
102	Prudential Financial Newark, New Jersey	$330M	+$92.7M	11	0.43%	Increased
103	Neuberger Berman Group New York	$327M	-$122M	8	0.25%	Reduced
104	Korea Investment Corp Seoul, South Korea	$310M	+$1.61M	2	0.69%	Increased
105	TD Asset Management Toronto, Ontario, Canada	$309M	+$47.5M	3	0.26%	Increased
106	1832 Asset Management Toronto, Ontario, Canada	$307M	-$22M	3	0.24%	Reduced
107	Capital Research Global Investors Los Angeles, California	$307M	+$73.1M	1	0.06%	Increased
108	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$301M	+$54.7M	10	0.53%	Increased
109	Artisan Partners Milwaukee, Wisconsin	$292M	+$53.6M	1	0.43%	Increased
110	Nomura Holdings Tokyo, Japan	$287M	+$95.9M	3	0.6%	Increased
111	Sands Capital Management Arlington, Virginia	$286M	-$402M	1	0.82%	Reduced
112	Voloridge Investment Management Jupiter, Florida	$286M	+$176M	5	1.05%	Increased
113	Capital International Investors Los Angeles, California	$284M	+$124M	1	0.05%	Increased
114	Danske Bank Copenhagen K, Denmark	$284M	+$69.2M	7	0.7%	Increased
115	Aviva London, United Kingdom	$280M	+$50.6M	2	0.58%	Increased
116	D1 Capital Partners New York	$277M	-$5.84K	1	3.84%	Reduced
117	Panagora Asset Management Boston, Massachusetts	$276M	+$8.13M	5	1.25%	Increased
118	Adage Capital Partners Boston, Massachusetts	$266M	+$9.25M	2	0.45%	Increased
119	Commonwealth Equity Services Waltham, Massachusetts	$265M	+$24.8M	16	0.35%	Increased
120	AH Allen Holding New York	$259M	-$11.7M	1	25.47%	Reduced
121	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$254M	+$10.6M	2	0.59%	Increased
122	Winslow Capital Management Minneapolis, Minnesota	$247M	-$63M	1	0.83%	Reduced
123	New York State Teachers Retirement System (NYSTRS) Albany, New York	$244M	+$11.3M	2	0.51%	Increased
124	Vident Advisory Alpharetta, Georgia	$234M	-$22.5M	5	2.62%	Reduced
125	Brevan Howard Capital Management St. Helier, Jersey	$233M	+$170M	9	1.35%	Increased