← 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	GCM Glynn Capital Management Menlo Park, California	$85.8M	+$62M	3	8.24%	Increased
252	Cullen/Frost Bankers San Antonio, Texas	$85.4M	-$186K	3	1.87%	Reduced
253	Rokos Capital Management (UK) London, United Kingdom	$83.9M	+$87.9M	2	1.25%	New
254	AIM Allen Investment Management New York	$83.4M	+$6.68M	3	1.28%	Increased
255	Gateway Investment Advisers Cincinnati, Ohio	$82.9M	-$17.6M	2	0.9%	Reduced
256	Arizona State Retirement System Phoenix, Arizona	$81.8M	-$1.56M	2	0.71%	Reduced
257	Appaloosa LP Short Hills, New Jersey	$81.6M	-$36.7M	1	1.17%	Reduced
258	GGHC Gilder Gagnon Howe & Co New York	$81.5M	-$10.4M	2	0.44%	Reduced
259	Mariner Overland Park, Kansas	$80.8M	+$7.43M	3	0.56%	Increased
260	MCCP Mission Creek Capital Partners San Francisco, California	$79.9M	+$93.3M	2	11.91%	Increased
261	CIBC World Markets New York	$78.7M	+$1.97M	2	0.49%	Increased
262	State of Tennessee, Department of Treasury Nashville, Tennessee	$77.8M	-$23M	2	0.32%	Reduced
263	MAMU Marathon Asset Management (UK) London, United Kingdom	$75.8M	-$5.17M	1	1.05%	Reduced
264	TP TenCore Partners New York	$74.7M	+$2.78M	1	13.35%	Increased
265	Candriam SCA Strassen, Luxembourg, Luxembourg	$74.5M	+$1.56K	2	0.62%	Increased
266	Personal Capital Advisors Redwood City, California	$74M	+$1.59M	2	0.43%	Increased
267	Walleye Trading New York	$73.7M	+$22.9M	4	0.33%	Increased
268	AEGON Asset Management (UK) Edinburgh, United Kingdom	$73.4M	-$20.7M	1	1.09%	Reduced
269	Luther King Capital Management (LKCM) Fort Worth, Texas	$73.2M	+$7.48M	2	0.39%	Increased
270	Teacher Retirement System of Texas Austin, Texas	$72.4M	-$21.1M	2	0.4%	Reduced
271	Eagle Asset Management St Petersburg, Florida	$72.3M	+$5.25M	2	0.32%	Increased
272	IG Ithaka Group Arlington, Virginia	$72M	-$14.2M	2	9.75%	Reduced
273	NN Investment Partners Holdings The Hague, Netherlands	$71.7M	-$10.4M	2	0.42%	Reduced
274	Banco Santander Madrid, Spain	$71.2M	+$12.7M	2	0.5%	Increased
275	Comerica Bank Dallas, Texas	$70M	-$3.74M	3	0.42%	Reduced