← 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
276	ZA Zweig Advisers Hartford, Connecticut	$9.01M	$0	1	1.51%	Maintained
277	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$8.84M	-$155K	2	0.1%	Reduced
278	PP Paloma Partners Greenwich, Connecticut	$8.77M	+$4.8M	3	0.14%	Increased
279	ESCM Echo Street Capital Management New York	$8.75M	+$8.16M	1	0.46%	New
280	Zurich Insurance Group Zurich, Switzerland	$8.74M	-$6.74M	1	0.31%	Reduced
281	NCGI Next Century Growth Investors Plymouth, Minnesota	$8.74M	-$1.88M	2	0.41%	Reduced
282	HighTower Advisors Chicago, Illinois	$8.71M	-$1.02M	3	0.03%	Reduced
283	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$8.5M	-$13.1M	2	0.02%	Reduced
284	M&T Bank Buffalo, New York	$8.45M	+$384K	3	0.06%	Increased
285	CPIM Columbia Partners Investment Management Alexandria, Virginia	$8.35M	-$1.59M	1	0.6%	Reduced
286	OA Oak Associates Akron, Ohio	$8.34M	-$82.6K	1	1.02%	Reduced
287	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$8.3M	+$84.2K	1	1.63%	Increased
288	Mutual of America Capital Management New York	$8.17M	+$262K	1	0.18%	Increased
289	IRF IBM Retirement Fund Armonk, New York	$8.06M	-$6.96M	3	0.3%	Reduced
290	JMFC J.M. Forbes & Co Boston, Massachusetts	$8.04M	+$162K	1	2.3%	Increased
291	Mitsubishi UFJ Asset Management Tokyo, Japan	$8.04M	+$753K	2	0.22%	Increased
292	TAM Third Avenue Management New York	$7.95M	-$735K	1	0.31%	Reduced
293	OAM Oxford Asset Management Oxford, United Kingdom	$7.95M	+$4.3M	1	0.23%	Increased
294	P Pitcairn Conshohocken, Pennsylvania	$7.9M	+$1.3M	3	1%	Increased
295	FPCP Fort Point Capital Partners San Francisco, California	$7.68M	+$2.75K	1	3.9%	Increased
296	WBC Westpac Banking Corp Sydney, Australia	$7.65M	+$619K	2	0.08%	Increased
297	SCGE Management Menlo Park, California	$7.65M	$0	1	1.28%	Maintained
298	Regions Financial Corp Birmingham, Alabama	$7.47M	-$1.57M	2	0.1%	Reduced
299	FCI Financial Counselors Inc Overland Park, Kansas	$7.34M	-$140K	2	0.46%	Reduced
300	AIP ARS Investment Partners New York	$7.32M	+$3.8M	1	1.72%	Increased