← 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
Tiger Global Management
Tiger Global Management
New York
$87.8M $0 2 0.19% Maintained
127
CIP
Champlain Investment Partners
Vermont
$86.6M +$64.7M 1 0.39% Increased
128
CAM
Contour Asset Management
New York
$86.2M +$75.4M 1 3.1% Increased
129
ACM
American Capital Management
New York
$85.6M +$3.63M 2 2.2% Increased
130
Walleye Trading
Walleye Trading
New York
$84.9M +$20M 13 0.28% Increased
131
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$83.4M +$24.5M 4 0.1% Increased
132
RA
Rovida Advisors
Florida
$83.3M $0 1 3.74% Maintained
133
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$83M -$44.8M 1 0.4% Reduced
134
KLCMU
Kite Lake Capital Management (UK)
United Kingdom
$82.1M +$81.9M 1 19.28% New
135
XN LP
XN LP
New York
$81.7M +$80.8M 1 7.12% New
136
Macquarie Group
Macquarie Group
Australia
$79.1M +$21.5M 11 0.07% Increased
137
Eaton Vance Management
Eaton Vance Management
Massachusetts
$78.5M -$24.6M 7 0.1% Reduced
138
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$76.7M -$3.75M 5 0.74% Reduced
139
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$75.6M -$1.55M 14 0.04% Reduced
140
Fisher Asset Management
Fisher Asset Management
Washington
$75.5M +$2.91M 2 0.04% Increased
141
SCA
Southpoint Capital Advisors
New York
$75.4M -$216M 1 1.45% Reduced
142
CC
Carlson Capital
Texas
$75.2M +$8.81M 1 4.32% Increased
143
Wells Fargo
Wells Fargo
California
$74.2M -$45.7M 31 0.02% Reduced
144
GE
General Electric
Ohio
$74M $0 2 0.65% Maintained
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$74M +$20M 9 0.14% Increased
146
Saba Capital Management
Saba Capital Management
New York
$73.9M +$8.3M 7 1.12% Increased
147
Select Equity Group
Select Equity Group
New York
$73.6M +$84.7M 1 0.2% New
148
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$73M +$4.62M 13 0.09% Increased
149
Wasatch Advisors
Wasatch Advisors
Utah
$72.4M -$2.51M 1 0.3% Reduced
150
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$71.6M +$29.9M 7 0.76% Increased
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