← 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
176
Quantinno Capital Management
Quantinno Capital Management
New York
$146M +$66.9M 7 0.63% Increased
177
Andra AP-fonden
Andra AP-fonden
Sweden
$143M +$54.6M 2 1.99% Increased
178
Primecap Management
Primecap Management
California
$143M +$4.03M 1 0.11% Increased
179
Axa
Axa
France
$142M +$34M 6 0.41% Increased
180
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$140M -$141M 12 0.23% Reduced
181
Nomura Asset Management
Nomura Asset Management
Japan
$139M +$9.8M 2 0.38% Increased
182
DSAM
Dock Street Asset Management
Florida
$139M -$6.95M 1 13.02% Reduced
183
Quadrature Capital
Quadrature Capital
United Kingdom
$138M -$21.4M 8 2.37% Reduced
184
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$137M -$3.5M 2 4.37% Reduced
185
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$137M +$5.49M 8 0.53% Increased
186
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$137M +$18.6M 1 2.02% Increased
187
NSGL
No Street GP LP
California
$135M -$30.9M 2 9.97% Reduced
188
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$135M +$11.5M 13 0.33% Increased
189
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$134M +$34M 10 0.47% Increased
190
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$134M +$59.4M 2 0.67% Increased
191
Wasatch Advisors
Wasatch Advisors
Utah
$133M -$24.6M 1 0.7% Reduced
192
INTECH Investment Management
INTECH Investment Management
Florida
$133M +$9.35M 16 1.25% Increased
193
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$131M +$5.2M 5 0.48% Increased
194
VVVM4
Viola Ventures VC Management 4
Israel
$131M -$29.1M 1 57.13% Reduced
195
MGCM
Mane Global Capital Management
New York
$131M +$28.5M 2 5.53% Increased
196
Viking Global Investors
Viking Global Investors
Connecticut
$131M +$76.5M 1 0.38% Increased
197
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$129M +$1.54M 2 0.67% Increased
198
Allspring Global Investments
Allspring Global Investments
North Carolina
$129M -$79M 8 0.22% Reduced
199
Los Angeles Capital Management
Los Angeles Capital Management
California
$128M +$9.55M 8 0.48% Increased
200
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$126M -$6.84M 9 0.86% Reduced