← 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	Mairs & Power Inc St Paul, Minnesota	$83.2M	+$32.4M	1	0.84%	Increased
277	SCV Sands Capital Ventures Arlington, Virginia	$82.3M	$0	1	17.19%	Maintained
278	USS Investment Management London, United Kingdom	$81.7M	+$4.35M	3	0.67%	Increased
279	AIM Allen Investment Management New York	$81M	-$1.02M	3	1.09%	Reduced
280	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$79.2M	-$69M	3	6.86%	Reduced
281	Guggenheim Capital Chicago, Illinois	$78.8M	-$8.96M	5	0.47%	Reduced
282	Banco Santander Madrid, Spain	$78.2M	-$6.97M	2	0.84%	Reduced
283	D.E. Shaw & Co New York	$78.1M	-$134M	7	0.07%	Reduced
284	Schonfeld Strategic Advisors New York	$77.6M	+$46.5M	4	0.7%	Increased
285	SG StepStone Group La Jolla, California	$77.1M	$0	1	5.75%	Maintained
286	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$76.9M	+$6.98M	5	0.12%	Increased
287	Zevenbergen Capital Investments Edmonds, Washington	$76.7M	-$38.1K	1	2.06%	Reduced
288	Peregrine Capital Management Minneapolis, Minnesota	$76.4M	-$6.9M	1	1.81%	Reduced
289	Första AP-fonden Stockholm, Sweden	$76.2M	+$1.02M	3	0.87%	Increased
290	Eagle Asset Management St Petersburg, Florida	$75.6M	-$46.1M	3	0.39%	Reduced
291	IG Ithaka Group Arlington, Virginia	$75.4M	+$1.12M	2	10.45%	Increased
292	Atalanta Sosnoff Capital New York	$73.6M	+$24.4M	1	1.72%	Increased
293	TPI Tesco Pension Investment London, United Kingdom	$73.3M	-$23.4M	1	1.79%	Reduced
294	TC TownSquare Capital Provo, Utah	$72.7M	+$2.4M	2	1.85%	Increased
295	MVIP Mar Vista Investment Partners Los Angeles, California	$72.1M	+$4.7M	1	2.26%	Increased
296	TP TenCore Partners New York	$71.9M	-$26.1M	1	11.92%	Reduced
297	Employees Retirement System of Texas Austin, Texas	$71.7M	+$5.6M	2	0.86%	Increased
298	RCW Rheos Capital Works Tokyo, Japan	$71.4M	+$445K	2	3.43%	Increased
299	Temasek Holdings Singapore	$69.8M	+$24.4M	1	0.29%	Increased
300	Janney Montgomery Scott Philadelphia, Pennsylvania	$69.4M	-$6.03M	4	0.3%	Reduced