← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	BLM Bennett Lawrence Management New York	$11.2M	-$536K	1	3.58%	Reduced
227	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$11.2M	+$263K	2	0.25%	Increased
228	Bank of Nova Scotia Toronto, Ontario, Canada	$11M	-$850K	2	0.06%	Reduced
229	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$10.9M	+$1M	1	2.15%	Increased
230	Jacobs Levy Equity Management Florham Park, New Jersey	$10.8M	+$2.46M	3	0.22%	Increased
231	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$10.8M	+$9.57M	1	2.67%	Increased
232	Utah Retirement Systems Salt Lake City, Utah	$10.7M	+$59.3K	3	0.31%	Increased
233	EA Euclid Advisors Hartford, Connecticut	$10.3M	-$4.26M	1	0.47%	Reduced
234	Zurich Cantonal Bank Zurich, Switzerland	$10.3M	+$889K	2	0.15%	Increased
235	NCGI Next Century Growth Investors Plymouth, Minnesota	$10.3M	-$17.4M	2	0.43%	Reduced
236	Nisa Investment Advisors St. Louis, Missouri	$10.2M	-$193K	1	0.16%	Reduced
237	B BP London, United Kingdom	$10.1M	$0	1	0.46%	Maintained
238	CPIM Columbia Partners Investment Management Alexandria, Virginia	$10.1M	-$205K	1	0.7%	Reduced
239	SSA South Street Advisors New York	$10.1M	+$322K	1	3.41%	Increased
240	TAM Third Avenue Management New York	$10.1M	+$1.8K	1	0.27%	Increased
241	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$10.1M	+$2.84M	2	1.42%	Increased
242	TI Turner Investments Berwyn, Pennsylvania	$10M	+$4.18M	2	2.03%	Increased
243	Whale Rock Capital Management Boston, Massachusetts	$10M	-$35.9M	1	0.99%	Reduced
244	PIA Piedmont Investment Advisors Durham, North Carolina	$9.97M	+$81.4K	1	0.23%	Increased
245	Signature Estate & Investment Advisors Los Angeles, California	$9.9M	+$10.1M	1	2.07%	New
246	ExxonMobil Investment Management Irving, Texas	$9.89M	+$501K	1	0.25%	Increased
247	Employees Retirement System of Texas Austin, Texas	$9.85M	$0	1	0.14%	Maintained
248	RSCM Rail-Splitter Capital Management Chicago, Illinois	$9.8M	+$1.32M	1	2.71%	Increased
249	MSR Main Street Research Lakeville, Connecticut	$9.79M	+$527K	1	2.3%	Increased
250	CCMH Cornerstone Capital Management Holdings New York	$9.63M	-$31.6K	1	0.09%	Reduced