← 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	Phoenix Financial Givatayim, Israel	$102M	+$15.9M	1	1.68%	Increased
277	MUFG Securities EMEA London, United Kingdom	$101M	+$106M	1	1.5%	Increased
278	Cullen/Frost Bankers San Antonio, Texas	$101M	-$5.71M	2	1.93%	Reduced
279	Banco Santander Madrid, Spain	$100M	+$12.4M	4	0.54%	Increased
280	HCM Hitchwood Capital Management New York	$99.1M	+$49.2M	1	3.36%	Increased
281	Rockefeller Capital Management New York	$98.5M	+$11.3M	5	0.46%	Increased
282	Peregrine Capital Management Minneapolis, Minnesota	$97M	+$8.38M	1	1.94%	Increased
283	AIM Allen Investment Management New York	$97M	+$7.97M	3	1.22%	Increased
284	GGHC Gilder Gagnon Howe & Co New York	$96.8M	-$21.2M	3	0.55%	Reduced
285	PineBridge Investments New York	$96.1M	+$25.1M	2	0.98%	Increased
286	Two Sigma Investments New York	$95.9M	-$991K	6	0.2%	Reduced
287	Marsico Capital Management Denver, Colorado	$93.3M	+$4.29M	2	2.72%	Increased
288	Twin Tree Management Dallas, Texas	$92.5M	+$67.2M	4	0.19%	Increased
289	USS Investment Management London, United Kingdom	$91.9M	$0	3	0.7%	Maintained
290	AEGON Asset Management (UK) Edinburgh, United Kingdom	$91.9M	+$9.19K	1	1.18%	Increased
291	Första AP-fonden Stockholm, Sweden	$89.8M	+$1.7M	3	0.91%	Increased
292	Zevenbergen Capital Investments Edmonds, Washington	$89.4M	+$7.93M	1	1.86%	Increased
293	Janney Montgomery Scott Philadelphia, Pennsylvania	$89.4M	+$6.15M	5	0.35%	Increased
294	Rafferty Asset Management New York	$88.3M	+$15M	3	0.46%	Increased
295	MetLife Investment Management Whippany, New Jersey	$88M	-$6.01M	3	0.72%	Reduced
296	IG Ithaka Group Arlington, Virginia	$87.5M	-$1.99M	2	10.67%	Reduced
297	CCM Candlestick Capital Management Greenwich, Connecticut	$87M	-$5.92M	1	1.29%	Reduced
298	NN Investment Partners Holdings The Hague, Netherlands	$84.9M	+$16.4M	4	0.42%	Increased
299	RCW Rheos Capital Works Tokyo, Japan	$84.8M	+$20.9M	1	3.7%	Increased
300	Fayez Sarofim & Co Houston, Texas	$84.7M	+$478K	2	0.25%	Increased