← 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	Mariner Overland Park, Kansas	$145M	+$12.2M	3	0.61%	Increased
227	Walleye Trading New York	$145M	+$46.2M	4	0.48%	Increased
228	AIG American International Group New York	$145M	-$4.53M	4	0.72%	Reduced
229	EULAV Asset Management Sarasota, Florida	$143M	-$8.41M	2	3.62%	Reduced
230	State of Tennessee, Department of Treasury Nashville, Tennessee	$141M	-$4.51M	3	0.52%	Reduced
231	AAM Ardevora Asset Management London, United Kingdom	$140M	+$62.4M	2	1.49%	Increased
232	CA Capitolis Advisors New York	$139M	+$104M	3	0.83%	Increased
233	MC Maplelane Capital New York	$139M	-$141M	1	5.11%	Reduced
234	Aberdeen Group Edinburgh, United Kingdom	$139M	-$20.2M	4	0.31%	Reduced
235	Balyasny Asset Management Chicago, Illinois	$139M	-$87.8M	3	0.48%	Reduced
236	Royal London Asset Management United Kingdom	$139M	-$56M	4	0.52%	Reduced
237	RC RGM Capital Naples, Florida	$138M	+$5.15M	1	5.73%	Increased
238	Assenagon Asset Management Senningerberg, Luxembourg	$133M	-$270M	2	0.39%	Reduced
239	Causeway Capital Management Los Angeles, California	$130M	+$18.6M	1	2.85%	Increased
240	Altimeter Capital Management Boston, Massachusetts	$130M	+$789	1	1.23%	Increased
241	FA FDx Advisors Chicago, Illinois	$129M	+$8.25M	4	3.56%	Increased
242	ESCM Echo Street Capital Management New York	$128M	-$7.73M	2	0.86%	Reduced
243	Junto Capital Management New York	$128M	+$7.85M	3	3.29%	Increased
244	Osaic Holdings Scottsdale, Arizona	$127M	+$5.79M	6	0.24%	Increased
245	Capital International Inc Los Angeles, California	$126M	-$3.26M	2	1.17%	Reduced
246	EC EMS Capital New York	$123M	-$16M	1	13.08%	Reduced
247	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$123M	+$588K	2	5.6%	Increased
248	Nomura Holdings Tokyo, Japan	$123M	+$78.9M	5	0.31%	Increased
249	Ossiam Paris, France	$122M	-$1.04M	2	3.18%	Reduced
250	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$121M	-$25.4M	3	0.63%	Reduced