← 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
251	HC Hillman Company Pittsburgh, Pennsylvania	$16M	$0	1	5.12%	Maintained
252	Tocqueville Asset Management New York	$15.8M	+$6.16M	2	0.19%	Increased
253	Nisa Investment Advisors St. Louis, Missouri	$15.5M	+$119K	3	0.18%	Increased
254	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$15.5M	+$202K	1	2.65%	Increased
255	Dai-ichi Life Insurance Company Tokyo, Japan	$15.4M	+$6.04M	2	0.34%	Increased
256	ESCM Echo Street Capital Management New York	$15.4M	-$5.04M	2	0.57%	Reduced
257	DBG De Burlo Group Boston, Massachusetts	$14.9M	+$14.3M	1	3.33%	Increased
258	Jacobs Levy Equity Management Florham Park, New Jersey	$14.9M	-$321K	1	0.32%	Reduced
259	ZDA Zweig-DiMenna Associates New York	$14.8M	+$3.54M	2	1.08%	Increased
260	Utah Retirement Systems Salt Lake City, Utah	$14.7M	+$729K	3	0.34%	Increased
261	CC Carlson Capital Dallas, Texas	$14.6M	-$296K	1	0.21%	Reduced
262	Arizona State Retirement System Phoenix, Arizona	$14.4M	+$322K	1	0.2%	Increased
263	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$14M	+$1.71M	1	0.09%	Increased
264	CIBC World Markets New York	$13.8M	+$7.6M	1	0.15%	Increased
265	PIA Piedmont Investment Advisors Durham, North Carolina	$13.7M	+$753K	2	0.3%	Increased
266	PC Passport Capital San Francisco, California	$13.7M	-$3.1M	1	1.82%	Reduced
267	QIM Quest Investment Management Lake Oswego, Oregon	$13.6M	-$2.64M	1	1.81%	Reduced
268	B BP London, United Kingdom	$13.4M	+$4.47M	2	0.49%	Increased
269	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$13.3M	+$1.83M	1	0.22%	Increased
270	Hudson Bay Capital Management Stamford, Connecticut	$13.1M	+$4.42M	2	0.26%	Increased
271	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$13M	-$236K	1	0.25%	Reduced
272	Thornburg Investment Management Santa Fe, New Mexico	$12.7M	-$747K	1	0.1%	Reduced
273	BAPIM British Airways Pensions Investment Management London, United Kingdom	$12.5M	+$11.6M	1	0.36%	New
274	IC Inverness Counsel New York	$12.5M	-$137K	1	0.87%	Reduced
275	Highbridge Capital Management New York	$12.3M	+$8.93M	1	0.18%	Increased