← 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	DZ Bank Frankfurt Am Main, Germany	$19.7M	-$2.07M	2	0.08%	Reduced
252	Winton Group London, United Kingdom	$19.7M	+$335K	2	0.63%	Increased
253	Daiwa Securities Group Tokyo, Japan	$19.6M	-$854K	2	0.13%	Reduced
254	State of Michigan Retirement System Lansing, Michigan	$19.4M	-$1.16M	1	0.16%	Reduced
255	HI Honeywell International Charlotte, North Carolina	$19.1M	+$7.36M	1	0.67%	Increased
256	GAMA Graticule Asia Macro Advisors New York	$19.1M	+$18.6M	2	0.87%	New
257	Jane Street New York	$19.1M	+$7.65M	3	0.06%	Increased
258	FQ First Quadrant Glendale, California	$19M	+$1.03M	3	0.37%	Increased
259	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$18.7M	-$65.3M	1	1.66%	Reduced
260	Commerzbank Aktiengesellschaft Frankfurt, Germany	$18.7M	-$3.08M	2	0.25%	Reduced
261	Nomura Holdings Tokyo, Japan	$18.7M	-$5.5M	2	0.04%	Reduced
262	Nisa Investment Advisors St. Louis, Missouri	$18.1M	+$1.4M	3	0.2%	Increased
263	Nikko Asset Management Americas New York	$17.7M	+$6.94M	1	0.86%	Increased
264	TPSF Texas Permanent School Fund Austin, Texas	$17.7M	+$123K	1	0.23%	Increased
265	Gateway Investment Advisers Cincinnati, Ohio	$17.5M	-$3.81M	2	0.15%	Reduced
266	Candriam SCA Strassen, Luxembourg, Luxembourg	$17.5M	-$5.13M	2	0.31%	Reduced
267	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$17.3M	+$644K	1	2.88%	Increased
268	FHAM Folger Hill Asset Management New York	$17M	-$2.75M	1	1.48%	Reduced
269	Adams Diversified Equity Fund Baltimore, Maryland	$16.9M	-$1.75M	1	0.92%	Reduced
270	HC Hillman Company Pittsburgh, Pennsylvania	$16.6M	$0	1	4.33%	Maintained
271	ZDA Zweig-DiMenna Associates New York	$16.5M	+$570K	2	1.48%	Increased
272	Scout Investments Kansas City, Missouri	$16.4M	-$4.4M	1	0.45%	Reduced
273	ARK Investment Management St. Petersburg, Florida	$16.3M	+$4.87M	2	1.98%	Increased
274	CCMH Cornerstone Capital Management Holdings New York	$16.2M	+$5.14M	2	0.13%	Increased
275	DBG De Burlo Group Boston, Massachusetts	$16.1M	-$18.4K	1	3.57%	Reduced