← 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
126	SEI Investments Oaks, Pennsylvania	$26.5M	+$4.03M	6	0.08%	Increased
127	SC Shellback Capital Boston, Massachusetts	$26.5M	-$3.56M	1	2.05%	Reduced
128	Acadian Asset Management Boston, Massachusetts	$26.4M	+$50.3K	8	0.11%	Increased
129	Phoenix Financial Givatayim, Israel	$26.2M	+$3.67M	3	1.1%	Increased
130	Principal Financial Group Des Moines, Iowa	$25M	-$1.19M	3	0.02%	Reduced
131	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$24.9M	-$7.18M	3	4.74%	Reduced
132	Jacobs Levy Equity Management Florham Park, New Jersey	$24.1M	+$3.83M	5	0.25%	Increased
133	SH SeaTown Holdings Singapore	$23.8M	+$23.8M	1	1.99%	New
134	TimesSquare Capital Management New York	$23.3M	+$23.3M	1	0.22%	New
135	Man Group London, United Kingdom	$23.2M	-$1.19M	3	0.09%	Reduced
136	EMG ETF Managers Group Summit, New Jersey	$22.9M	+$1.12M	3	0.73%	Increased
137	IACGFIA IDG-Accel China Growth Fund III Associates Hong Kong	$22.6M	$0	2	41.2%	Maintained
138	Geneva Capital Management Milwaukee, Wisconsin	$22.6M	+$22.2M	1	0.47%	New
139	AIC AWM Investment Company New York	$22.5M	-$2.28M	2	3.68%	Reduced
140	GIPM G2 Investment Partners Management New York	$22.2M	+$11.2M	2	5.35%	Increased
141	BGC Blue Grotto Capital Atlanta, Georgia	$21.9M	+$2.65M	1	10.79%	Increased
142	Amundi Asset Management US Boston, Massachusetts	$21.7M	-$11.8M	4	0.02%	Reduced
143	Third Point New York	$21.3M	+$22.4M	1	0.21%	New
144	CC Carlson Capital Dallas, Texas	$21M	-$5.99M	2	0.61%	Reduced
145	Ferguson Wellman Capital Management Portland, Oregon	$20.9M	+$125K	1	0.58%	Increased
146	PCM Primavera Capital Management George Town, Cayman Islands	$20.9M	+$20.9M	1	1.58%	New
147	BC Brahman Capital New York	$20.8M	-$92.9M	1	2.05%	Reduced
148	Susquehanna International Group Bala Cynwyd, Pennsylvania	$20.5M	-$3.06M	11	0%	Reduced
149	Glenmede Trust Philadelphia, Pennsylvania	$20.2M	-$2.44M	6	0.12%	Reduced
150	UBS Group Zurich, Switzerland	$19.9M	-$4.58M	19	0.01%	Reduced