← 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	TPSF Texas Permanent School Fund Austin, Texas	$16.4M	-$828K	1	0.22%	Reduced
227	ARTA A.R.T. Advisors New York	$16.2M	+$9.26M	3	0.81%	Increased
228	Martingale Asset Management Boston, Massachusetts	$16M	+$2.94M	1	0.26%	Increased
229	TAM Telemark Asset Management Boston, Massachusetts	$15.9M	$0	1	3.65%	Maintained
230	CC Crosslink Capital Menlo Park, California	$15.8M	-$2.48M	1	2.84%	Reduced
231	Tocqueville Asset Management New York	$15.7M	+$969K	2	0.19%	Increased
232	Panagora Asset Management Boston, Massachusetts	$15.7M	+$1.63M	3	0.08%	Increased
233	Envestnet Asset Management Chicago, Illinois	$15.7M	+$2.57M	3	0.06%	Increased
234	EULAV Asset Management Sarasota, Florida	$15.6M	+$706K	1	0.86%	Increased
235	HC Hillman Company Pittsburgh, Pennsylvania	$15.5M	$0	1	7.65%	Maintained
236	EA Euclid Advisors Hartford, Connecticut	$15.4M	-$3.98M	1	0.67%	Reduced
237	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$15.1M	+$15.1M	2	0.11%	New
238	DFO Duquesne Family Office New York	$15M	+$14.8M	1	1.72%	New
239	IAM Impax Asset Management Portsmouth, New Hampshire	$15M	-$2.68M	2	0.87%	Reduced
240	Fjarde Ap-fonden Stockholm, Sweden	$14.7M	+$91.3K	2	0.34%	Increased
241	Employees Retirement System of Texas Austin, Texas	$14.6M	-$510K	1	0.2%	Reduced
242	Engineers Gate Manager New York	$14.6M	+$10.4M	2	1.05%	Increased
243	Daiwa Securities Group Tokyo, Japan	$14.5M	+$372K	2	0.09%	Increased
244	EC EMS Capital New York	$14.3M	-$23.5M	1	1.49%	Reduced
245	Zurich Insurance Group Zurich, Switzerland	$13.6M	+$4.19M	1	0.48%	Increased
246	TM Thrax Management New York	$13.5M	-$18.2M	1	2.08%	Reduced
247	Factory Mutual Insurance Waltham, Massachusetts	$13.4M	$0	1	0.18%	Maintained
248	Kornitzer Capital Management Shawnee Mission, Kansas	$13.4M	$0	1	0.24%	Maintained
249	Nisa Investment Advisors St. Louis, Missouri	$13.4M	+$1.62M	2	0.18%	Increased
250	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$13.2M	+$210K	1	2.44%	Increased