← 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
TAM
TFG Asset Management
Cayman Islands
$227M +$38.2M 1 30.33% Increased
252
Walleye Capital
Walleye Capital
New York
$227M -$64.4M 4 0.85% Reduced
253
Congress Asset Management
Congress Asset Management
Massachusetts
$226M +$45M 3 1.5% Increased
254
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$226M +$6.62M 3 2.49% Increased
255
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$225M +$54.6M 5 0.88% Increased
256
NEOS Investment Management
NEOS Investment Management
Connecticut
$223M +$78M 3 1.67% Increased
257
CPWM
Cypress Point Wealth Management
Texas
$222M -$2.72M 2 44.97% Reduced
258
MML Investors Services
MML Investors Services
Massachusetts
$220M +$1.28M 5 0.59% Increased
259
Flossbach Von Storch
Flossbach Von Storch
Germany
$219M +$20.9M 1 0.86% Increased
260
AO
Allen Operations
New York
$219M $0 1 26.13% Maintained
261
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$219M $0 1 8.31% Maintained
262
Commerce Bank
Commerce Bank
Missouri
$213M -$85.4M 3 1.19% Reduced
263
Czech National Bank
Czech National Bank
Czech Republic
$212M +$13.5M 3 1.46% Increased
264
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$210M -$46.8M 3 2.81% Reduced
265
SCGE Management
SCGE Management
California
$209M -$15.9M 1 4.08% Reduced
266
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$209M -$21.7M 3 0.83% Reduced
267
Huntington National Bank
Huntington National Bank
Ohio
$207M +$34.5M 6 1.26% Increased
268
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$207M -$25M 3 1.58% Reduced
269
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$206M +$21.3M 3 1.12% Increased
270
PHAM
Pacific Heights Asset Management
California
$204M -$57.5M 1 9.05% Reduced
271
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$202M +$1.58M 4 1.01% Increased
272
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$200M +$10.8M 3 1.62% Increased
273
EC
Eminence Capital
New York
$197M +$11.1M 1 2.39% Increased
274
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$193M -$3.91M 5 0.46% Reduced
275
DSAM
Dock Street Asset Management
Florida
$190M -$32.1M 2 16.61% Reduced