← 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
HC
Hillman Company
Pennsylvania
$13.8M $0 1 5.06% Maintained
227
BAMCO Inc
BAMCO Inc
New York
$13.8M -$8.11K 2 0.07% Reduced
228
Junto Capital Management
Junto Capital Management
New York
$13.7M +$14.2M 1 1.8% New
229
VFA
Virtus Fund Advisers
Connecticut
$13.5M -$11.2M 1 0.12% Reduced
230
UBS O'Connor
UBS O'Connor
Illinois
$13.2M +$3.43M 2 0.2% Increased
231
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13M +$13.2M 1 0.07% Increased
232
CCM
Crestwood Capital Management
New York
$13M -$6.3M 1 3.84% Reduced
233
SG Americas Securities
SG Americas Securities
New York
$12.8M +$4.91M 3 0.13% Increased
234
Martingale Asset Management
Martingale Asset Management
Massachusetts
$12.8M -$1.49M 1 0.19% Reduced
235
Daiwa Securities Group
Daiwa Securities Group
Japan
$12.7M -$2.12M 2 0.08% Reduced
236
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$12.3M +$364K 1 0.22% Increased
237
MJRIC
Mogy Joel R Investment Counsel
California
$12.2M +$417K 1 2.24% Increased
238
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$12M $0 1 0.15% Maintained
239
Laurion Capital Management
Laurion Capital Management
New York
$12M +$13.1M 2 0.11% New
240
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$11.9M +$622K 2 0.24% Increased
241
AGAM
Avalon Global Asset Management
California
$11.8M +$780K 2 7.03% Increased
242
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$11.7M -$34.2K 1 0.24% Reduced
243
Stifel Financial
Stifel Financial
Missouri
$11.7M +$1M 3 0.05% Increased
244
DI
Dalton Investments
Nevada
$11.4M +$6.26M 1 4.62% Increased
245
Arizona State Retirement System
Arizona State Retirement System
Arizona
$11.3M +$179K 1 0.17% Increased
246
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$11.3M $0 1 1.45% Maintained
247
Utah Retirement Systems
Utah Retirement Systems
Utah
$11.3M $0 3 0.29% Maintained
248
Asset Management One
Asset Management One
Japan
$11.1M +$1.08M 2 0.16% Increased
249
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$10.9M -$1.16M 2 0.14% Reduced
250
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$10.9M $0 1 0.08% Maintained
8 9
10
11 12