← 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
Artisan Partners
Artisan Partners
Wisconsin
$282M -$2.72M 2 0.4% Reduced
152
Royal London Asset Management
Royal London Asset Management
United Kingdom
$282M +$38.4M 2 0.61% Increased
153
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$281M -$168K 2 8.5% Reduced
154
PHAM
Pacific Heights Asset Management
California
$280M -$40M 2 12.39% Reduced
155
Fidelity International
Fidelity International
Bermuda
$276M +$57.2M 4 0.22% Increased
156
Pacer Advisors
Pacer Advisors
Pennsylvania
$275M +$12.5M 3 0.69% Increased
157
Winslow Capital Management
Winslow Capital Management
Minnesota
$275M -$50.3M 1 0.91% Reduced
158
Cresset Asset Management
Cresset Asset Management
Illinois
$270M -$10.6M 7 1.18% Reduced
159
William Blair & Company
William Blair & Company
Illinois
$269M +$76.8M 7 0.72% Increased
160
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$263M +$88.2M 2 1.27% Increased
161
Hyperion Asset Management
Hyperion Asset Management
Australia
$263M -$31.5M 1 7.34% Reduced
162
Millennium Management
Millennium Management
New York
$260M -$1.91B 28 0.11% Reduced
163
NEOS Investment Management
NEOS Investment Management
Connecticut
$259M +$91.5M 2 1.94% Increased
164
Man Group
Man Group
United Kingdom
$255M +$16.1M 6 0.44% Increased
165
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$252M -$15M 2 0.36% Reduced
166
AustralianSuper
AustralianSuper
Australia
$251M -$20.7M 2 1.18% Reduced
167
Nomura Holdings
Nomura Holdings
Japan
$250M -$129M 9 0.39% Reduced
168
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$250M -$3.94M 13 0.69% Reduced
169
Asset Management One
Asset Management One
Japan
$248M +$9.56M 3 0.72% Increased
170
Stifel Financial
Stifel Financial
Missouri
$247M -$20.3M 12 0.23% Reduced
171
GP
Greenstone Partners
California
$247M +$159M 1 45.23% New
172
GPC
Greenstone Partners & Co
California
$247M -$1.97M 1 45.23% Reduced
173
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$241M -$1.73M 8 0.76% Reduced
174
IMC Chicago
IMC Chicago
Illinois
$239M +$24.8M 9 0.09% Increased
175
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$236M +$7.41M 4 0.68% Increased
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