← 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	Burgundy Asset Management Toronto, Ontario, Canada	$123M	-$4.42M	1	1.2%	Reduced
252	SCM Steadfast Capital Management New York	$122M	-$19.2M	1	1.18%	Reduced
253	Commerzbank Aktiengesellschaft Frankfurt, Germany	$122M	+$14.6M	1	7.26%	Increased
254	Capital International Inc Los Angeles, California	$121M	-$9.73M	2	1.16%	Reduced
255	GGHC Gilder Gagnon Howe & Co New York	$120M	-$5.11M	3	0.62%	Reduced
256	ACI AMP Capital Investors Sydney, Australia	$119M	-$8.98M	3	0.66%	Reduced
257	Oppenheimer Asset Management New York	$119M	-$2.15M	3	1.69%	Reduced
258	Arizona State Retirement System Phoenix, Arizona	$118M	+$10.4M	3	0.96%	Increased
259	Junto Capital Management New York	$117M	+$50.4M	2	3.7%	Increased
260	Fjarde Ap-fonden Stockholm, Sweden	$113M	+$9.46M	3	1.04%	Increased
261	Commonwealth Equity Services Waltham, Massachusetts	$112M	+$6.91M	4	0.28%	Increased
262	Guggenheim Capital Chicago, Illinois	$112M	-$7.82M	4	0.67%	Reduced
263	Luther King Capital Management (LKCM) Fort Worth, Texas	$111M	+$7.74M	2	0.55%	Increased
264	RA Rovida Advisors Fort Lauderdale, Florida	$110M	$0	1	4.66%	Maintained
265	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$109M	+$4.55M	2	5.18%	Increased
266	Gateway Investment Advisers Cincinnati, Ohio	$109M	-$199K	2	1.14%	Reduced
267	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$109M	$0	1	14.86%	Maintained
268	Personal Capital Advisors Redwood City, California	$109M	+$3.88M	2	0.55%	Increased
269	Cullen/Frost Bankers San Antonio, Texas	$108M	-$232K	2	2.18%	Reduced
270	Fenimore Asset Management Cobleskill, New York	$107M	+$561K	1	2.63%	Increased
271	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$107M	+$19.5M	4	2.3%	Increased
272	MVIP Mar Vista Investment Partners Los Angeles, California	$105M	-$4.77M	1	2.69%	Reduced
273	Amalgamated Bank New York	$104M	-$1.5M	4	0.87%	Reduced
274	LSCM Light Street Capital Management Palo Alto, California	$103M	-$546K	2	5.17%	Reduced
275	AAM AO Asset Management New York	$102M	+$13.3M	2	7.54%	Increased