← 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
201	NMC NEA Management Company Timonium, Maryland	$24.8M	+$23.3M	2	0.65%	Increased
202	SCM Sandler Capital Management New York	$24.7M	+$788K	1	2.89%	Increased
203	Highbridge Capital Management New York	$24.6M	+$3.81M	2	0.94%	Increased
204	Point72 Asset Management Stamford, Connecticut	$24.5M	-$280M	3	0.12%	Reduced
205	Robeco Institutional Asset Management Rotterdam, Netherlands	$24.4M	+$12M	1	0.06%	Increased
206	Vident Investment Advisory Alpharetta, Georgia	$24.4M	-$1.69M	2	0.99%	Reduced
207	Whale Rock Capital Management Boston, Massachusetts	$24.1M	+$23.3M	1	0.16%	New
208	Panagora Asset Management Boston, Massachusetts	$23.7M	+$5.66M	9	0.14%	Increased
209	RC Renaissance Capital Stamford, Connecticut	$23.7M	+$18M	1	3.23%	New
210	RCM Ratan Capital Management Miami Beach, Florida	$23.5M	+$22M	2	2.75%	New
211	Envestnet Asset Management Chicago, Illinois	$23M	-$976K	6	0.02%	Reduced
212	Raymond James Financial Services Advisors St. Petersburg, Florida	$22.8M	+$9.91M	4	0.06%	Increased
213	Ferguson Wellman Capital Management Portland, Oregon	$22.7M	-$4.35M	1	0.55%	Reduced
214	BC BIT Capital Berlin, Germany	$22.2M	+$22.4M	1	3.39%	New
215	Aperio Group Sausalito, California	$22M	-$377K	5	0.06%	Reduced
216	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$21.8M	-$32.1M	2	0.17%	Reduced
217	William Blair Investment Management Chicago, Illinois	$21.7M	+$2.01M	1	0.07%	Increased
218	Acadian Asset Management Boston, Massachusetts	$21.6M	-$7.22M	7	0.08%	Reduced
219	Two Sigma Advisers New York	$21.3M	-$3.89M	8	0.06%	Reduced
220	RI Redwood Investments Boston, Massachusetts	$21.2M	+$2.19M	1	1.8%	Increased
221	FFIM Founders Fund IV Management San Francisco, California	$20.9M	+$21.1M	1	100%	New
222	Pictet Asset Management (UK) London, United Kingdom	$20.9M	+$19.2M	5	0.03%	Increased
223	William Blair & Company Chicago, Illinois	$20.3M	-$82.9K	5	0.07%	Reduced
224	NCGI Next Century Growth Investors Plymouth, Minnesota	$20M	+$7.9M	2	1.69%	Increased
225	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$20M	+$12.2M	11	0.02%	Increased