← 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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$77M	+$67M	3	0.17%	Increased
202	MSR Main Street Research Lakeville, Connecticut	$76.4M	+$695K	1	4.99%	Increased
203	PineBridge Investments New York	$74.9M	-$55.8M	3	0.6%	Reduced
204	Alphabet Inc Mountain View, California	$74.8M	$0	1	4.74%	Maintained
205	AAM Augustine Asset Management Jacksonville, Florida	$74.5M	-$7.25M	1	21.76%	Reduced
206	TC TwinBeech Capital Purchase, New York	$74.2M	+$70.5M	3	1.35%	Increased
207	Arizona State Retirement System Phoenix, Arizona	$73.4M	+$3.19M	11	0.47%	Increased
208	Man Group London, United Kingdom	$73.4M	-$81.2M	4	0.19%	Reduced
209	CIS Connors Investor Services Wyomissing, Pennsylvania	$73.2M	-$4.77M	2	7.27%	Reduced
210	Resona Asset Management Koto-Ku,tokyo, Japan	$72.8M	+$7.94M	3	0.42%	Increased
211	Lansforsakringar Fondforvaltning Stockholm, Sweden	$72.5M	-$1.73M	2	0.45%	Reduced
212	MML Investors Services Springfield, Massachusetts	$72.3M	-$4.81M	9	0.24%	Reduced
213	TPG GP A Fort Worth, Texas	$72.1M	+$40.5M	1	1.42%	Increased
214	Comerica Bank Dallas, Texas	$72M	-$22M	16	0.3%	Reduced
215	RGMC Revolution Growth Management Company Washington, District of Columbia	$70.8M	-$108M	1	100%	Reduced
216	KC Keenan Capital Burlingame, California	$70.4M	+$29.6M	1	16.18%	Increased
217	HighTower Advisors Chicago, Illinois	$70.1M	+$5.36M	10	0.1%	Increased
218	Van Berkom & Associates Montreal, Quebec, Canada	$70M	+$11.9M	1	2.25%	Increased
219	Castle Hook Partners New York	$70M	-$127M	1	0.72%	Reduced
220	GC GPI Capital New York	$69.7M	-$3.95M	1	28.74%	Reduced
221	Cerity Partners New York	$69.5M	+$11.1M	8	0.14%	Increased
222	MGCM Mane Global Capital Management New York	$69.5M	-$60.2M	1	5.26%	Reduced
223	PC Panview Capital Hong Kong	$69.5M	-$137M	1	26.31%	Reduced
224	CF Corebridge Financial Houston, Texas	$69.3M	-$1.76M	18	0.4%	Reduced
225	Axa Paris, France	$68.4M	+$22.5M	5	0.22%	Increased