← 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	WBC Westpac Banking Corp Sydney, Australia	$56.6M	+$1.5M	3	0.97%	Increased
227	Baird Financial Group Milwaukee, Wisconsin	$56.5M	+$2.25M	2	0.26%	Increased
228	Carillon Tower Advisers St. Petersburg, Florida	$56.4M	-$47.3M	2	0.55%	Reduced
229	Truist Financial Charlotte, North Carolina	$55.4M	+$4.36M	3	0.15%	Increased
230	Oppenheimer Asset Management New York	$55.1M	+$27M	3	1.35%	Increased
231	Fenimore Asset Management Cobleskill, New York	$55M	+$15.6M	1	2.22%	Increased
232	Atalanta Sosnoff Capital New York	$55M	+$29.2M	1	1.96%	Increased
233	Corvex Management New York	$54.7M	+$65.2M	1	4.23%	New
234	AIM Allen Investment Management New York	$54.6M	-$12.4M	2	1.64%	Reduced
235	CBT Capital Bank & Trust Irvine, California	$53.3M	-$961K	3	0.9%	Reduced
236	Capital International Inc Los Angeles, California	$52.5M	-$9.18M	2	0.88%	Reduced
237	LFDLE La Financiere de L'Echiquier Paris, France	$52.3M	-$13.9M	2	6.29%	Reduced
238	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$52M	+$8.5M	1	5.59%	Increased
239	Nikko Asset Management Americas New York	$51.6M	-$68.9M	1	0.96%	Reduced
240	Nicholas Company Milwaukee, Wisconsin	$51.5M	-$8.6M	2	1.46%	Reduced
241	DekaBank Deutsche Girozentrale Frankfurt, Germany	$51.2M	-$1.77M	3	0.39%	Reduced
242	AAM AMI Asset Management Los Angeles, California	$49.6M	-$777K	1	3.13%	Reduced
243	Zurich Cantonal Bank Zurich, Switzerland	$48.9M	+$5.6M	3	0.46%	Increased
244	MSL Mackay Shields LLC New York	$48.8M	-$219K	2	0.45%	Reduced
245	Fjarde Ap-fonden Stockholm, Sweden	$48.8M	-$4.13M	2	0.79%	Reduced
246	Personal Capital Advisors Redwood City, California	$48.6M	+$760K	1	0.48%	Increased
247	Nissay Asset Management Tokyo, Japan	$48.3M	+$7.15M	2	1.23%	Increased
248	Marshall Wace North America New York	$48.1M	-$111M	3	0.36%	Reduced
249	VM Valinor Management New York	$47.9M	+$6.71M	1	4.29%	Increased
250	Two Sigma Investments New York	$47.1M	+$5.41M	3	0.38%	Increased