← 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
Banco Santander
Banco Santander
Spain
$41M +$41.3M 2 0.22% New
202
LSCM
Light Street Capital Management
California
$40.8M -$22M 1 2.44% Reduced
203
BGC
Blue Grotto Capital
Georgia
$40.5M +$11M 1 9.45% Increased
204
STRS Ohio
STRS Ohio
Ohio
$39.9M -$5.52M 7 0.14% Reduced
205
William Blair Investment Management
William Blair Investment Management
Illinois
$39.9M -$37.3M 1 0.11% Reduced
206
Capital International Investors
Capital International Investors
California
$39.7M -$22.4M 1 0.01% Reduced
207
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$39.3M +$33.5M 2 1.95% Increased
208
ECG
EPIQ Capital Group
California
$39.2M -$6.33M 1 6.97% Reduced
209
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$38.5M -$36.2M 3 0.22% Reduced
210
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$38.4M +$14.1M 6 0.08% Increased
211
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.2M +$1.12M 7 0.13% Increased
212
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$38.1M +$23M 5 0.05% Increased
213
SCM
Sandler Capital Management
New York
$37M +$255K 1 3.2% Increased
214
National Pension Service
National Pension Service
South Korea
$36.9M +$44.8M 1 0.06% New
215
GCIA
Gabelli & Co Investment Advisers
New York
$36.5M +$1.58M 4 4.84% Increased
216
SVGI
Sozo Ventures GP I
California
$36.4M +$44.2M 1 100% New
217
AH
Allen Holding
New York
$36.4M +$11M 1 4.89% Increased
218
EC
Edenbrook Capital
New York
$36M +$2.38M 1 5.12% Increased
219
FTCM
Fir Tree Capital Management
New York
$36M +$6.76M 5 0.97% Increased
220
Maverick Capital
Maverick Capital
Texas
$35.7M -$150K 1 0.4% Reduced
221
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$35.7M +$2.05M 6 0.1% Increased
222
AQR Arbitrage
AQR Arbitrage
Connecticut
$35.6M +$1.88M 7 0.91% Increased
223
MC
Maplelane Capital
New York
$34.9M -$16.5M 1 1.28% Reduced
224
Wolverine Trading
Wolverine Trading
Illinois
$34.6M -$1.51M 9 0.04% Reduced
225
Group One Trading
Group One Trading
Illinois
$33.7M +$3.32K 14 0.03% Increased
7 8
9
10 11