← 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
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$15.2M -$1.17M 2 0.57% Reduced
227
Dragoneer Investment Group
Dragoneer Investment Group
California
$14.8M +$15.3M 1 4.65% New
228
TAM
Telemark Asset Management
Massachusetts
$14.8M +$6.89M 1 3.66% Increased
229
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$14.5M +$7.5M 1 0.08% Increased
230
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$14.2M +$8.15M 3 0.81% Increased
231
QIM
Quest Investment Management
Oregon
$14.1M +$1.02M 1 1.94% Increased
232
BAMCO Inc
BAMCO Inc
New York
$14.1M +$1.58M 2 0.07% Increased
233
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$14M +$413K 1 0.19% Increased
234
DILH
Dai-ichi Life Holdings
Japan
$14M +$1.56M 1 0.42% Increased
235
KBC Group
KBC Group
Belgium
$13.9M +$337K 2 0.23% Increased
236
EULAV Asset Management
EULAV Asset Management
Florida
$13.9M $0 1 0.77% Maintained
237
Tocqueville Asset Management
Tocqueville Asset Management
New York
$13.7M +$1.6M 2 0.18% Increased
238
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$13.5M +$1.69M 2 0.31% Increased
239
Martingale Asset Management
Martingale Asset Management
Massachusetts
$13.3M +$1.32M 1 0.26% Increased
240
Panagora Asset Management
Panagora Asset Management
Massachusetts
$13.1M +$557K 3 0.07% Increased
241
Daiwa Securities Group
Daiwa Securities Group
Japan
$13.1M +$11.6M 2 0.08% Increased
242
Royal London Asset Management
Royal London Asset Management
United Kingdom
$13M -$5.81M 2 0.32% Reduced
243
Lazard Asset Management
Lazard Asset Management
New York
$12.9M +$10.1M 3 0.03% Increased
244
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$12.8M -$32.2M 2 0.4% Reduced
245
Arizona State Retirement System
Arizona State Retirement System
Arizona
$12.6M +$331K 1 0.16% Increased
246
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$12.4M -$2.75M 1 0.16% Reduced
247
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$12.4M +$11.6M 1 0.21% New
248
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.2M -$608K 3 0.05% Reduced
249
HLC
Hunt Lane Capital
New York
$12.2M +$12.7M 1 4.66% New
250
MJRIC
Mogy Joel R Investment Counsel
California
$12.1M +$68.9K 1 2.24% Increased
8 9
10
11 12