← 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
Point72 Asset Management
Point72 Asset Management
Connecticut
$36.8M +$18.8M 5 0.09% Increased
152
Westfield Capital Management
Westfield Capital Management
Massachusetts
$36.7M +$4.11M 1 0.19% Increased
153
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$36.7M +$34M 1 9.77% New
154
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$36.6M +$6.12M 4 0.08% Increased
155
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$36.5M -$1.62M 4 0.11% Reduced
156
PHAM
Pacific Heights Asset Management
California
$36.2M $0 1 2.97% Maintained
157
Frontier Capital Management
Frontier Capital Management
Massachusetts
$36M +$16.7M 1 0.34% Increased
158
INTECH Investment Management
INTECH Investment Management
Florida
$35.8M +$30.6M 3 0.5% Increased
159
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$35.5M +$2.68M 6 0.05% Increased
160
CPWM
Cypress Point Wealth Management
Texas
$35.5M +$317K 1 18.18% Increased
161
Aberdeen Group
Aberdeen Group
United Kingdom
$35.1M -$123K 3 0.07% Reduced
162
Aviva
Aviva
United Kingdom
$34.6M +$12M 2 0.11% Increased
163
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$33.8M -$4.65M 1 1.7% Reduced
164
AO
Allen Operations
New York
$33.5M $0 1 6.36% Maintained
165
Generation Investment Management
Generation Investment Management
United Kingdom
$33.5M $0 1 0.15% Maintained
166
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.7M +$10.9M 8 0.01% Increased
167
Stifel Financial
Stifel Financial
Missouri
$32.5M +$6M 11 0.04% Increased
168
GACM
Global Alpha Capital Management
Quebec, Canada
$32.1M +$5.47M 1 2.39% Increased
169
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$32M -$6.63M 5 0.55% Reduced
170
AP
Adero Partners
California
$32M -$4.3M 2 2.42% Reduced
171
Korea Investment Corp
Korea Investment Corp
South Korea
$31.9M +$20.9M 2 0.08% Increased
172
Bank of Montreal
Bank of Montreal
Ontario, Canada
$31.9M -$24.1M 11 0.01% Reduced
173
Fisher Asset Management
Fisher Asset Management
Washington
$31.4M -$2.45M 1 0.01% Reduced
174
Munro Partners
Munro Partners
Australia
$31.3M +$23.7M 1 1.12% Increased
175
SP
Solel Partners
Massachusetts
$31.3M -$1.46M 2 5.18% Reduced
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