← 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
151
II
Ibex Investors
Colorado
$8.6M -$528K 1 8.67% Reduced
152
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$8.3M +$413K 2 0.03% Increased
153
RHJA
Rice Hall James & Associates
California
$8.25M -$6.11M 3 0.46% Reduced
154
Martingale Asset Management
Martingale Asset Management
Massachusetts
$8.1M +$3.08M 2 0.11% Increased
155
Nomura Holdings
Nomura Holdings
Japan
$8.07M +$10.5M 2 0.03% Increased
156
Macquarie Group
Macquarie Group
Australia
$8.05M +$3.7M 3 0.02% Increased
157
PHP
Parkman Healthcare Partners
Connecticut
$7.84M +$4.15M 2 3.64% Increased
158
Panagora Asset Management
Panagora Asset Management
Massachusetts
$7.8M +$333K 6 0.06% Increased
159
EI
EAM Investors
California
$7.79M +$3M 4 2.42% Increased
160
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$7.44M $0 6 0.06% Maintained
161
Winton Group
Winton Group
United Kingdom
$7.41M +$966K 3 0.2% Increased
162
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.37M -$27.8M 3 0.02% Reduced
163
LAM
Lapides Asset Management
Connecticut
$7.15M -$1.11M 2 5.38% Reduced
164
Lazard Asset Management
Lazard Asset Management
New York
$7.14M +$8.23M 4 0.01% Increased
165
RI
Redwood Investments
Massachusetts
$7.09M -$1.93M 1 0.84% Reduced
166
NNPTE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$6.95M +$9.87M 1 7.64% New
167
SIG
Sargent Investment Group
Maryland
$6.56M +$1.37M 2 3.02% Increased
168
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.52M -$1.93M 4 0.01% Reduced
169
IAM
Ion Asset Management
Israel
$6.45M +$7.92M 1 1.48% New
170
WCM Investment Management
WCM Investment Management
California
$6.42M +$3.91M 1 0.04% Increased
171
Natixis Advisors
Natixis Advisors
Massachusetts
$6.41M +$511K 3 0.05% Increased
172
STB
S&T Bank
Pennsylvania
$6.31M -$360K 2 1.74% Reduced
173
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.93M +$131K 5 0% Increased
174
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.68M -$955K 6 0.01% Reduced
175
Canada Life
Canada Life
Manitoba, Canada
$5.5M +$1.59M 5 0.01% Increased
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