← 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	AH Allen Holding New York	$189M	-$14.6M	1	20.74%	Reduced
252	PCM Palestra Capital Management New York	$189M	-$43.1M	1	5.18%	Reduced
253	CIBC World Market Toronto, Ontario, Canada	$188M	+$36.1M	5	0.39%	Increased
254	Starboard Value New York	$187M	-$282M	1	3.38%	Reduced
255	Zevenbergen Capital Investments Edmonds, Washington	$183M	-$2.88M	3	3.72%	Reduced
256	Bank Julius Baer & Co Zurich, Switzerland	$182M	-$1.17M	3	0.56%	Reduced
257	ROIC Route One Investment Company San Francisco, California	$180M	$0	1	7.01%	Maintained
258	Chicago Capital Chicago, Illinois	$179M	+$1.5M	3	4.75%	Increased
259	SM Senvest Management New York	$179M	+$42M	1	5.5%	Increased
260	Fifth Third Bancorp Cincinnati, Ohio	$178M	+$1.44M	5	0.65%	Increased
261	FCM Fernbridge Capital Management Los Angeles, California	$178M	-$173M	1	9.31%	Reduced
262	Twin Tree Management Dallas, Texas	$176M	+$57.2M	3	0.32%	Increased
263	Creative Planning Overland Park, Kansas	$176M	+$7.89M	6	0.17%	Increased
264	British Columbia Investment Management Victoria, British Columbia, Canada	$175M	+$3.64M	3	1.04%	Increased
265	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$175M	-$724K	3	1.79%	Reduced
266	CIBC Asset Management Toronto, Ontario, Canada	$175M	+$19.3M	5	0.57%	Increased
267	IEQ Capital Foster City, California	$174M	-$6.63M	5	1.69%	Reduced
268	Glenmede Trust Philadelphia, Pennsylvania	$174M	-$2.4M	5	0.89%	Reduced
269	Nisa Investment Advisors St. Louis, Missouri	$172M	+$15.7M	5	0.67%	Increased
270	Ossiam Paris, France	$172M	+$129M	3	2.97%	Increased
271	Railway Pension Investments London, United Kingdom	$171M	-$9.52M	1	2.27%	Reduced
272	Huntington National Bank Columbus, Ohio	$171M	+$30M	6	1.22%	Increased
273	Erste Asset Management Vienna, Austria	$171M	+$24.4M	3	2.09%	Increased
274	GGHC Gilder Gagnon Howe & Co New York	$169M	-$11.8M	3	1.82%	Reduced
275	Cambridge Investment Research Advisors Fairfield, Iowa	$169M	-$266K	5	0.56%	Reduced