← 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	Bank of Nova Scotia Toronto, Ontario, Canada	$76.1M	-$125M	3	0.16%	Reduced
277	Waverton Investment Management London, United Kingdom	$75.8M	-$25.8M	1	3.5%	Reduced
278	TP TenCore Partners New York	$75.7M	+$2.98M	1	14.58%	Increased
279	KIP Kayak Investment Partners San Francisco, California	$75.6M	+$4.06M	2	9.48%	Increased
280	MetLife Investment Management Whippany, New Jersey	$75.5M	-$2.72M	2	0.71%	Reduced
281	SCM Steadview Capital Management London, United Kingdom	$74.6M	+$70.4M	1	10.23%	New
282	Ossiam Paris, France	$73.8M	-$1.3M	3	2.58%	Reduced
283	Capital Fund Management (CFM) Paris, France	$73.7M	+$67.4M	3	0.69%	Increased
284	Two Sigma Advisers New York	$73.5M	-$75.1M	2	0.2%	Reduced
285	Eagle Asset Management St Petersburg, Florida	$73M	-$6.1M	1	0.41%	Reduced
286	Oregon Public Employees Retirement Fund Tigard, Oregon	$72.4M	+$24M	2	0.95%	Increased
287	Comerica Bank Dallas, Texas	$71.7M	-$3.77M	3	0.46%	Reduced
288	VCM Valiant Capital Management San Francisco, California	$71.5M	-$9.48M	1	3.12%	Reduced
289	ACG Anchorage Capital Group New York	$69.5M	$0	1	3.54%	Maintained
290	Luther King Capital Management (LKCM) Fort Worth, Texas	$69.4M	+$14.1M	2	0.39%	Increased
291	Gulf International Bank (UK) London, United Kingdom	$69.4M	-$4.77M	2	0.91%	Reduced
292	Robeco Institutional Asset Management Rotterdam, Netherlands	$68.6M	+$7.36M	3	0.18%	Increased
293	Peregrine Capital Management Minneapolis, Minnesota	$67.2M	+$6.96M	1	1.28%	Increased
294	Rathbones Group Liverpool, United Kingdom	$67M	+$706K	2	0.95%	Increased
295	DI DUMAC Inc Durham, North Carolina	$66.6M	+$50.6M	1	51.92%	New
296	PineBridge Investments New York	$66.3M	+$4.86M	2	1.02%	Increased
297	Natixis Paris, France	$66.3M	-$22.2M	2	0.24%	Reduced
298	CLCM Center Lake Capital Management West Palm Beach, Florida	$66.2M	+$6.31M	1	11.94%	Increased
299	IC Inverness Counsel New York	$66.2M	+$7.9M	2	2.71%	Increased
300	State of Alaska Department of Revenue Juneau, Alaska	$66M	+$1.99M	3	0.75%	Increased