← 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	CBT Capital Bank & Trust Irvine, California	$53.5M	+$28M	3	0.69%	Increased
252	Comerica Bank Dallas, Texas	$53.1M	+$7.74M	3	0.4%	Increased
253	MUFG Securities EMEA London, United Kingdom	$52.9M	+$36.8M	3	0.42%	Increased
254	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$52.8M	-$313K	1	2.24%	Reduced
255	MetLife Investment Management Whippany, New Jersey	$52.5M	+$12.7M	2	0.55%	Increased
256	Two Sigma Investments New York	$52M	-$116M	2	0.16%	Reduced
257	WI Wafra Inc New York	$51.6M	+$13.7M	2	3.17%	Increased
258	State of Michigan Retirement System Lansing, Michigan	$51.6M	+$12.6M	3	0.43%	Increased
259	Guggenheim Capital Chicago, Illinois	$51.5M	+$12.1M	3	0.39%	Increased
260	HCM Hitchwood Capital Management New York	$51.3M	-$35.6M	2	1.22%	Reduced
261	MFWM Motley Fool Wealth Management Alexandria, Virginia	$50.9M	+$11.7M	1	3.06%	Increased
262	Marshall Wace London, United Kingdom	$50.4M	-$46.1M	2	0.35%	Reduced
263	Zurich Cantonal Bank Zurich, Switzerland	$50.2M	+$4.12M	3	0.39%	Increased
264	Renaissance Technologies New York	$49.8M	-$60.9M	2	0.04%	Reduced
265	CCP Clough Capital Partners Boston, Massachusetts	$49.4M	+$8.59M	3	4.22%	Increased
266	Mariner Overland Park, Kansas	$48.9M	+$2.83M	2	0.51%	Increased
267	TCIM TOMS Capital Investment Management New York	$48.8M	$0	1	5.98%	Maintained
268	Voleon Capital Management Berkeley, California	$48.6M	$0	1	2.82%	Maintained
269	Locust Wood Capital Advisers New York	$48.2M	+$6.18M	1	3.57%	Increased
270	VCM Valiant Capital Management San Francisco, California	$47.2M	+$45.5M	1	5.5%	New
271	Fifth Third Bancorp Cincinnati, Ohio	$46.8M	+$1.44M	3	0.26%	Increased
272	Carson Wealth (CWM LLC) Omaha, Nebraska	$46.2M	$0	3	0.37%	Maintained
273	HAM HHR Asset Management Berkeley Heights, New Jersey	$46.1M	-$9.03M	1	4.4%	Reduced
274	Munro Partners Melbourne, Australia	$45.9M	+$4.71M	2	6.5%	Increased
275	HAM Honeycomb Asset Management New York	$45.8M	-$27.3M	1	4.41%	Reduced