← 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	Aberdeen Group Edinburgh, United Kingdom	$105M	+$28.5M	3	0.24%	Increased
127	Wasatch Advisors Salt Lake City, Utah	$99.8M	+$105M	1	0.41%	New
128	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$98.3M	+$5.26M	1	2.36%	Increased
129	VI Versor Investments New York	$96.2M	+$1.09M	4	2.96%	Increased
130	KC Keenan Capital Burlingame, California	$93.6M	+$37.1M	1	12.98%	Increased
131	SGCM Sand Grove Capital Management London, United Kingdom	$93.4M	-$45.4M	1	10.51%	Reduced
132	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$91.6M	+$19.3M	5	0.96%	Increased
133	Macquarie Group Sydney, NSW 2000, Australia	$90.6M	+$17.6M	11	0.08%	Increased
134	RhumbLine Advisers Boston, Massachusetts	$90.3M	+$11.2M	13	0.12%	Increased
135	Parametric Portfolio Associates Seattle, Washington	$89.8M	+$19.3M	12	0.05%	Increased
136	Tiger Global Management New York	$89.8M	-$22.3M	2	0.17%	Reduced
137	Polar Capital Holdings London, United Kingdom	$88.7M	-$2.23M	4	0.36%	Reduced
138	ACM Atika Capital Management New York	$86.1M	+$16M	1	5.12%	Increased
139	Walleye Trading New York	$85.8M	+$25.8M	9	0.31%	Increased
140	Moore Capital Management New York	$83.2M	-$37.8M	4	1.27%	Reduced
141	State Board of Administration of Florida Retirement System Tallahassee, Florida	$80.7M	+$10.5M	11	0.16%	Increased
142	Handelsbanken Fonder Stockholm, Sweden	$80M	-$41.6M	5	0.42%	Reduced
143	Robeco Institutional Asset Management Rotterdam, Netherlands	$76.4M	-$38.8M	2	0.17%	Reduced
144	Fuller & Thaler Asset Management San Mateo, California	$75.6M	-$4.44M	4	0.49%	Reduced
145	Baillie Gifford & Co Edinburgh, United Kingdom	$75M	-$1.12M	5	0.04%	Reduced
146	LFDLE La Financiere de L'Echiquier Paris, France	$74.6M	+$10.9M	2	2.5%	Increased
147	Nomura Holdings Tokyo, Japan	$72.6M	-$27.2M	12	0.18%	Reduced
148	Amundi Paris, France	$72.6M	+$52M	4	0.05%	Increased
149	GIP Granite Investment Partners El Segundo, California	$71.9M	-$1.22M	2	2.24%	Reduced
150	William Blair Investment Management Chicago, Illinois	$70.8M	+$41.4M	2	0.2%	Increased