← 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	SGAM Smith Group Asset Management Dallas, Texas	$33.5M	-$88.3K	1	1.09%	Reduced
277	DFO Duquesne Family Office New York	$33.4M	-$135M	1	0.97%	Reduced
278	Suntrust Banks Atlanta, Georgia	$33.2M	+$4.01M	3	0.17%	Increased
279	AG Aravt Global New York	$33M	-$6.59M	1	5.23%	Reduced
280	PHS PFM Health Sciences San Francisco, California	$32.5M	-$71M	1	0.72%	Reduced
281	Artemis Investment Management Edinburgh, United Kingdom	$32.2M	+$11.5M	1	0.37%	Increased
282	Chicago Capital Chicago, Illinois	$32.2M	+$14.6K	1	2.19%	Increased
283	Employees Retirement System of Texas Austin, Texas	$32.2M	-$2.18M	2	0.49%	Reduced
284	OC Oakmont Corp Los Angeles, California	$32M	+$13.3K	1	4.5%	Increased
285	Comerica Bank Dallas, Texas	$31.9M	-$6.1M	3	0.26%	Reduced
286	South Texas Money Management San Antonio, Texas	$31.8M	+$993K	1	1.37%	Increased
287	Appaloosa LP Short Hills, New Jersey	$31.7M	+$31M	1	0.91%	New
288	Banque Pictet & Cie Geneva 73, Switzerland	$31.5M	+$14.9M	1	0.6%	Increased
289	Schroder Investment Management Group London, United Kingdom	$31.3M	+$12.1M	3	0.06%	Increased
290	Oppenheimer Asset Management New York	$31.2M	+$1.78M	3	0.7%	Increased
291	Xact Kapitalforvaltning Stockholm, Sweden	$31.1M	+$2.87M	2	0.7%	Increased
292	Nissay Asset Management Tokyo, Japan	$31.1M	-$4.09M	2	0.82%	Reduced
293	Utah Retirement Systems Salt Lake City, Utah	$31.1M	+$1.06M	3	0.62%	Increased
294	Gateway Investment Advisers Cincinnati, Ohio	$30.8M	-$9.49M	2	0.27%	Reduced
295	Picton Mahoney Asset Management Toronto, Ontario, Canada	$30.7M	-$352K	1	2.32%	Reduced
296	Zurich Insurance Group Zurich, Switzerland	$30.5M	-$14.3M	2	0.65%	Reduced
297	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$30.1M	+$326K	1	4.07%	Increased
298	Marshall Wace North America New York	$29.9M	-$25.6M	3	0.21%	Reduced
299	LSCM Light Street Capital Management Palo Alto, California	$29.8M	-$23.8M	1	1.99%	Reduced
300	Dai-ichi Life Insurance Company Tokyo, Japan	$29.6M	+$3.99M	2	0.73%	Increased