← 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	State of Tennessee, Department of Treasury Nashville, Tennessee	$93.1M	+$5.34M	4	0.35%	Increased
277	Luther King Capital Management (LKCM) Fort Worth, Texas	$92.7M	+$7.89M	2	0.45%	Increased
278	GCM Glynn Capital Management Menlo Park, California	$92M	-$3.84M	3	8.42%	Reduced
279	LSCM Light Street Capital Management Palo Alto, California	$92M	-$34.4M	2	3.99%	Reduced
280	MetLife Investment Management Whippany, New Jersey	$91.2M	+$13M	4	0.8%	Increased
281	AIM Allen Investment Management New York	$89.3M	-$2.59M	3	1.2%	Reduced
282	TP TenCore Partners New York	$86.2M	$0	1	12.41%	Maintained
283	Nicholas Company Milwaukee, Wisconsin	$86.1M	+$10.6M	2	1.51%	Increased
284	Banco Santander Madrid, Spain	$84.7M	+$3.53M	2	0.47%	Increased
285	EC EMS Capital New York	$83.8M	+$79M	1	6.56%	New
286	Moore Capital Management New York	$82.9M	+$39.1M	2	1.18%	Increased
287	MAMU Marathon Asset Management (UK) London, United Kingdom	$82.6M	+$2.21M	1	1%	Increased
288	D1 Capital Partners New York	$80.6M	$0	1	0.53%	Maintained
289	IG Ithaka Group Arlington, Virginia	$80.4M	-$185K	2	9.75%	Reduced
290	Balyasny Asset Management Chicago, Illinois	$80.2M	+$44.2M	3	0.38%	Increased
291	Comerica Bank Dallas, Texas	$80.1M	+$4.35M	5	0.48%	Increased
292	NN Investment Partners Holdings The Hague, Netherlands	$80M	-$100K	3	0.43%	Reduced
293	IC Inverness Counsel New York	$79.8M	+$14.9M	2	2.91%	Increased
294	AAM AO Asset Management New York	$78.6M	+$16.4M	2	5.49%	Increased
295	Teacher Retirement System of Texas Austin, Texas	$78.6M	-$3.49M	4	0.43%	Reduced
296	KIP Kayak Investment Partners San Francisco, California	$78.5M	-$95K	2	9.46%	Reduced
297	Eagle Asset Management St Petersburg, Florida	$78.5M	+$3.38K	2	0.34%	Increased
298	AEGON Asset Management (UK) Edinburgh, United Kingdom	$77.7M	-$2.63M	1	1.1%	Reduced
299	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$77.5M	+$67.7M	3	1.7%	Increased
300	Corvex Management New York	$77.2M	+$72.8M	1	2.58%	New