← 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	PCM Portolan Capital Management Boston, Massachusetts	$35.4M	+$4.77M	2	2.55%	Increased
202	Capital Research Global Investors Los Angeles, California	$35.3M	-$143M	1	0.01%	Reduced
203	JM Jeneq Management New York	$35.2M	+$32.4M	1	6.25%	New
204	Altimeter Capital Management Boston, Massachusetts	$34.9M	$0	1	0.27%	Maintained
205	RIM Ranger Investment Management Dallas, Texas	$33.9M	+$6.81M	2	1.77%	Increased
206	Russell Investments Group London, United Kingdom	$33.5M	-$3M	10	0.06%	Reduced
207	Envestnet Asset Management Chicago, Illinois	$33.4M	-$1.93M	8	0.02%	Reduced
208	SCM Sandler Capital Management New York	$33.4M	+$2.38M	1	2.61%	Increased
209	HIM Herald Investment Management London, United Kingdom	$33.2M	$0	3	5.4%	Maintained
210	Whale Rock Capital Management Boston, Massachusetts	$33.1M	+$23.5M	1	0.22%	Increased
211	Weiss Multi-Strategy Advisers New York	$33M	+$26.4M	4	0.73%	Increased
212	CIS Connors Investor Services Wyomissing, Pennsylvania	$32.8M	+$9.24M	2	3.41%	Increased
213	FTCM Fir Tree Capital Management New York	$32.8M	+$29M	5	1.23%	Increased
214	CA Capitolis Advisors New York	$32.7M	+$31.7M	1	0.38%	New
215	PC Periscope Capital Toronto, Ontario, Canada	$32.3M	+$15.5M	5	1.05%	Increased
216	1832 Asset Management Toronto, Ontario, Canada	$32.1M	+$32M	2	0.06%	Increased
217	Osaic Holdings Scottsdale, Arizona	$31.9M	+$8.04M	23	0.07%	Increased
218	GCIA Gabelli & Co Investment Advisers Rye, New York	$30.8M	+$30M	3	3.56%	New
219	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$30.5M	+$15M	7	0.95%	Increased
220	William Blair Investment Management Chicago, Illinois	$30.2M	+$5.66M	2	0.09%	Increased
221	Menora Mivtachim Holdings Ramat Gan, Israel	$30.2M	+$19M	1	0.44%	Increased
222	E Ergoteles New York	$30.2M	+$5.51M	8	0.69%	Increased
223	SI SQN Investors Menlo Park, California	$30.1M	+$27.6M	1	1.62%	New
224	Glenview Capital Management New York	$30M	-$104M	1	0.5%	Reduced
225	Quadrature Capital London, United Kingdom	$29.9M	+$5.59M	1	1.14%	Increased