← 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	$81.9M	-$1.4M	1	1.03%	Reduced
252	CCM Candlestick Capital Management Greenwich, Connecticut	$81.4M	+$4.23M	1	2.07%	Increased
253	MetLife Investment Management Whippany, New Jersey	$81.1M	-$251K	5	0.63%	Reduced
254	CAM Contour Asset Management New York	$81M	+$86.7M	1	6.35%	New
255	PCM Primavera Capital Management George Town, Cayman Islands	$79.7M	$0	1	6.64%	Maintained
256	NHAS Novo Holdings A/S Hellerup, Denmark	$79M	+$31.7M	1	3.89%	Increased
257	LFDLE La Financiere de L'Echiquier Paris, France	$77.8M	-$23.4M	4	4.6%	Reduced
258	Junto Capital Management New York	$76.2M	+$45M	2	2.26%	Increased
259	Commerzbank Aktiengesellschaft Frankfurt, Germany	$75.8M	-$3.91M	1	5.3%	Reduced
260	Amalgamated Bank New York	$75.4M	+$1.32M	5	0.7%	Increased
261	Arizona State Retirement System Phoenix, Arizona	$74.8M	+$459K	3	0.73%	Increased
262	SEP Soma Equity Partners San Francisco, California	$74.3M	+$79.5M	1	3.93%	New
263	ProShare Advisors Bethesda, Maryland	$73.1M	-$30.8M	5	0.24%	Reduced
264	WBC Westpac Banking Corp Sydney, Australia	$72.2M	+$27.2M	4	0.94%	Increased
265	ING Group Amsterdam, Netherlands	$71.4M	+$25.3M	2	0.83%	Increased
266	Banque Pictet & Cie Geneva 73, Switzerland	$71.1M	+$1.58M	3	0.7%	Increased
267	Commonwealth Equity Services Waltham, Massachusetts	$70.5M	-$5.97M	4	0.18%	Reduced
268	CU CDAM (UK) London, United Kingdom	$70.1M	+$70.3M	1	10.49%	New
269	AQR Capital Management Greenwich, Connecticut	$69.8M	+$17.3M	2	0.16%	Increased
270	SCV Sands Capital Ventures Arlington, Virginia	$69.3M	$0	1	19.04%	Maintained
271	Banco Santander Madrid, Spain	$68.5M	+$5.88M	2	0.91%	Increased
272	CIP Champlain Investment Partners Burlington, Vermont	$67.9M	+$73.8M	2	0.44%	Increased
273	Zevenbergen Capital Investments Edmonds, Washington	$67.7M	+$2.26M	1	3.1%	Increased
274	Artisan Partners Milwaukee, Wisconsin	$67.7M	+$67.8M	1	0.11%	New
275	Millennium Management New York	$67.6M	-$70.7M	9	0.04%	Reduced