← 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	Nordea Investment Management Stockholm, Sweden	$144M	+$27.8M	3	0.15%	Increased
127	New York State Teachers Retirement System (NYSTRS) Albany, New York	$143M	+$6.94M	3	0.33%	Increased
128	State of Wisconsin Investment Board Madison, Wisconsin	$143M	+$4.48M	10	0.37%	Increased
129	Capital Research Global Investors Los Angeles, California	$139M	+$7.83M	2	0.03%	Increased
130	Osaic Holdings Scottsdale, Arizona	$136M	+$11.8M	35	0.3%	Increased
131	Danske Bank Copenhagen K, Denmark	$134M	+$12M	4	0.41%	Increased
132	Aberdeen Group Edinburgh, United Kingdom	$133M	+$84.2M	3	0.26%	Increased
133	Pacer Advisors Malvern, Pennsylvania	$130M	+$73.3M	4	0.3%	Increased
134	Mariner Overland Park, Kansas	$128M	-$28.2M	15	0.21%	Reduced
135	NSGL No Street GP LP San Francisco, California	$128M	+$15.3M	2	9.97%	Increased
136	AKRE Capital Management Middleburg, Virginia	$127M	+$26.1M	2	1.22%	Increased
137	NMC NEA Management Company Timonium, Maryland	$126M	-$150M	1	9.72%	Reduced
138	Stifel Financial St. Louis, Missouri	$125M	+$12.7M	11	0.13%	Increased
139	PHAM Pacific Heights Asset Management San Francisco, California	$124M	+$118M	1	8.46%	Increased
140	National Bank of Canada Montreal, Quebec, Canada	$124M	+$46.6M	14	0.13%	Increased
141	SCM Steadfast Capital Management New York	$124M	+$16.1M	1	3.3%	Increased
142	Pictet Asset Management Carouge, Switzerland	$123M	+$27.3M	8	0.14%	Increased
143	Jane Street New York	$121M	-$219M	22	0.03%	Reduced
144	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$121M	+$3.96M	16	0.11%	Increased
145	Treasurer of the State of North Carolina Raleigh, North Carolina	$120M	+$6.15M	3	0.48%	Increased
146	Rockefeller Capital Management New York	$120M	-$45M	6	0.3%	Reduced
147	Royal London Asset Management United Kingdom	$118M	+$18.7M	2	0.28%	Increased
148	Swedbank Stockholm, Sweden	$116M	+$57.5M	2	0.15%	Increased
149	ING Group Amsterdam, Netherlands	$116M	+$72M	2	0.8%	Increased
150	Cambridge Investment Research Advisors Fairfield, Iowa	$115M	-$2.37M	8	0.39%	Reduced