← 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	MGM Miura Global Management New York	$34.3M	-$22.4M	1	5.56%	Reduced
277	CIBC World Markets New York	$34.3M	+$6.33M	1	0.26%	Increased
278	Natixis Paris, France	$34.2M	+$27.2M	3	0.26%	Increased
279	TCIM TOMS Capital Investment Management New York	$34.1M	+$35.3M	1	8.7%	New
280	GIM Growth Interface Management Orlando, Florida	$34.1M	+$10.2M	2	19.9%	Increased
281	Banco Santander Madrid, Spain	$33.9M	-$1.42M	2	0.34%	Reduced
282	Comerica Bank Dallas, Texas	$33.5M	+$1.38M	3	0.27%	Increased
283	Picton Mahoney Asset Management Toronto, Ontario, Canada	$33.5M	+$4.12M	2	2.3%	Increased
284	IC Inverness Counsel New York	$33.3M	-$21.7M	1	1.7%	Reduced
285	Pzena Investment Management New York	$33.2M	-$15.4M	1	0.18%	Reduced
286	Castleark Management Chicago, Illinois	$32.8M	-$38M	1	1.26%	Reduced
287	MetLife Investment Management Whippany, New Jersey	$32.7M	-$68.6M	1	0.35%	Reduced
288	Zurich Insurance Group Zurich, Switzerland	$32.6M	+$1.57M	2	0.65%	Increased
289	RHBC R.H. Bluestein & Co Birmingham, Michigan	$32.4M	-$1.15M	1	1.73%	Reduced
290	HCM Hahn Capital Management Walnut Creek, California	$32.2M	-$4.18M	1	4.23%	Reduced
291	Jasper Ridge Partners Menlo Park, California	$32.1M	+$7.53M	2	1.31%	Increased
292	Chicago Capital Chicago, Illinois	$31.8M	+$977K	1	2.04%	Increased
293	Utah Retirement Systems Salt Lake City, Utah	$31.7M	+$567K	3	0.61%	Increased
294	AAM Ardevora Asset Management London, United Kingdom	$31.5M	+$4.71M	1	0.77%	Increased
295	Commerce Bank Kansas City, Missouri	$31.5M	-$7.25M	2	0.35%	Reduced
296	Twin Tree Management Dallas, Texas	$31.4M	+$8.99M	3	0.15%	Increased
297	Gabelli Funds Rye, New York	$31.2M	-$8.44M	1	0.2%	Reduced
298	Capital Fund Management (CFM) Paris, France	$31.1M	+$21.9M	2	0.28%	Increased
299	Banque Pictet & Cie Geneva 73, Switzerland	$31M	+$735K	2	0.57%	Increased
300	EP Elkfork Partners Portland, Oregon	$30.9M	+$5.9M	1	0.76%	Increased