← 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	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$42.6M	+$420K	10	0.06%	Increased
152	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$41.6M	+$40.2M	1	0.45%	New
153	HAM Honeycomb Asset Management New York	$41.4M	-$41M	2	2.41%	Reduced
154	LFDLE La Financiere de L'Echiquier Paris, France	$41.2M	+$27.7M	1	1.96%	Increased
155	GGHC Gilder Gagnon Howe & Co New York	$40.9M	+$452K	2	0.2%	Increased
156	Castleark Management Chicago, Illinois	$40.6M	-$18.4M	3	1.52%	Reduced
157	RhumbLine Advisers Boston, Massachusetts	$39.6M	+$2.03M	11	0.05%	Increased
158	CI Investments Inc Toronto, Ontario, Canada	$39.2M	+$16.2M	2	0.17%	Increased
159	Canada Life Winnipeg, Manitoba, Canada	$39.1M	+$6.58M	7	0.07%	Increased
160	ICM Indaba Capital Management San Francisco, California	$38M	+$34.9M	1	6.71%	New
161	Citigroup New York	$36.7M	+$641K	16	0.02%	Increased
162	SEI Investments Oaks, Pennsylvania	$36.3M	+$428K	7	0.09%	Increased
163	GIPM G2 Investment Partners Management New York	$36M	+$6.29M	3	6.6%	Increased
164	Russell Investments Group London, United Kingdom	$35.1M	-$7.23M	9	0.07%	Reduced
165	EMG ETF Managers Group Summit, New Jersey	$35M	+$3.22M	3	0.77%	Increased
166	Capital International Investors Los Angeles, California	$34.6M	+$34.9M	1	0.01%	New
167	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$34.2M	-$5.85M	1	7.35%	Reduced
168	Carillon Tower Advisers St. Petersburg, Florida	$34M	+$26.9M	3	0.21%	Increased
169	Alphabet Inc Mountain View, California	$33.9M	+$34.2M	1	1.63%	New
170	FG Formula Growth Montreal, Quebec, Canada	$32.3M	-$14.5M	3	5.4%	Reduced
171	Braun Stacey Associates New York	$32M	-$6.08M	1	1.44%	Reduced
172	Peregrine Capital Management Minneapolis, Minnesota	$31.4M	-$4.7M	2	0.6%	Reduced
173	Prudential Financial Newark, New Jersey	$31.3M	+$10.7M	6	0.05%	Increased
174	KXA KPCB XV Associates Menlo Park, California	$31.1M	+$34.8M	1	13.36%	New
175	Prudential plc London, England, United Kingdom	$31.1M	-$8.63M	2	0.17%	Reduced