← 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
CI Investments Inc
CI Investments Inc
Ontario, Canada
$119M +$27.7M 6 0.45% Increased
152
Capital Research Global Investors
Capital Research Global Investors
California
$119M +$91.4M 1 0.02% New
153
RGMC
Revolution Growth Management Company
District of Columbia
$117M -$9.56M 1 100% Reduced
154
Stifel Financial
Stifel Financial
Missouri
$116M -$1.72M 11 0.12% Reduced
155
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$114M +$1.09M 3 0.45% Increased
156
AO
Allen Operations
New York
$114M $0 2 18.05% Maintained
157
CPWM
Cypress Point Wealth Management
Texas
$114M -$1.91M 1 35.41% Reduced
158
Primecap Management
Primecap Management
California
$113M +$88.1M 1 0.09% New
159
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112M -$1.92M 14 0.1% Reduced
160
Vident Advisory
Vident Advisory
Georgia
$112M +$27.7M 4 1.96% Increased
161
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$111M +$647K 8 0.37% Increased
162
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$111M -$41.6M 2 0.62% Reduced
163
Dragoneer Investment Group
Dragoneer Investment Group
California
$108M $0 1 1.88% Maintained
164
SCM
Spyglass Capital Management
California
$102M -$127M 1 5.74% Reduced
165
Royal London Asset Management
Royal London Asset Management
United Kingdom
$99.9M +$3.19M 2 0.24% Increased
166
AAM
Augustine Asset Management
Florida
$97.8M -$10.9M 1 25.7% Reduced
167
Voloridge Investment Management
Voloridge Investment Management
Florida
$97.3M -$80.8M 5 0.34% Reduced
168
GC
GPI Capital
New York
$96.5M $0 1 37.09% Maintained
169
Pictet Asset Management
Pictet Asset Management
Switzerland
$95.8M +$1.32M 8 0.1% Increased
170
Comerica Bank
Comerica Bank
Texas
$95.2M -$5.95M 16 0.38% Reduced
171
Twin Tree Management
Twin Tree Management
Texas
$94.3M -$3.38M 5 0.17% Reduced
172
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$92M -$1.64M 7 0.32% Reduced
173
SCM
Steadview Capital Management
United Kingdom
$91.8M -$26.2M 1 19% Reduced
174
Asset Management One
Asset Management One
Japan
$91.6M +$3.06M 4 0.31% Increased
175
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$90.4M +$3.73M 11 0.19% Increased