← 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
Braun Stacey Associates
Braun Stacey Associates
New York
$19.6M -$472K 1 1.05% Reduced
152
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$19M +$19M 1 0.32% New
153
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$19M +$19.2M 1 7.31% New
154
MCM
McRae Capital Management
New Jersey
$19M -$851K 2 6.35% Reduced
155
CI Investments Inc
CI Investments Inc
Ontario, Canada
$18.9M +$6.57M 1 0.09% Increased
156
Vident Investment Advisory
Vident Investment Advisory
Georgia
$18.8M -$2.88M 2 0.93% Reduced
157
TCP
ThornTree Capital Partners
Massachusetts
$18.8M +$18.8M 1 2.66% New
158
GAI
General American Investors
New York
$18.1M -$2.9M 1 2.09% Reduced
159
SCM
Sandler Capital Management
New York
$17.9M +$3.19M 1 1.8% Increased
160
Two Sigma Advisers
Two Sigma Advisers
New York
$17.7M -$2.74M 8 0.05% Reduced
161
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$17.3M +$35.1K 6 0.04% Increased
162
EC
Edenbrook Capital
New York
$17M +$423K 1 5.84% Increased
163
PCM
Portolan Capital Management
Massachusetts
$16.8M +$1.13M 2 1.9% Increased
164
Macquarie Group
Macquarie Group
Australia
$16.6M +$62.6K 5 0.03% Increased
165
Canada Life
Canada Life
Manitoba, Canada
$16.6M +$19.6K 6 0.04% Increased
166
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$16.6M -$9.7M 1 1.74% Reduced
167
William Blair Investment Management
William Blair Investment Management
Illinois
$16.3M +$530K 1 0.06% Increased
168
William Blair & Company
William Blair & Company
Illinois
$16.3M +$10.9M 5 0.07% Increased
169
NNPTE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$16.2M +$152K 1 8.82% Increased
170
Voloridge Investment Management
Voloridge Investment Management
Florida
$16.2M -$3.91M 4 0.13% Reduced
171
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$16.2M -$5.81M 1 0.05% Reduced
172
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$15.9M +$79K 1 0.02% Increased
173
RI
Redwood Investments
Massachusetts
$15.7M -$5.44M 1 1.32% Reduced
174
Polar Capital
Polar Capital
United Kingdom
$15.7M +$3.56M 2 0.12% Increased
175
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.5M +$833K 4 0.01% Increased