← 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	Nicholas Company Milwaukee, Wisconsin	$141M	-$7.91M	2	2.44%	Reduced
277	Erste Asset Management Vienna, Austria	$141M	+$10.8M	3	1.81%	Increased
278	Union Bancaire Privee Geneva 1, Switzerland	$140M	+$2.13M	3	2.69%	Increased
279	Polar Capital Holdings London, United Kingdom	$138M	-$41.2M	2	0.84%	Reduced
280	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$138M	+$11.3M	5	0.82%	Increased
281	Raiffeisen Bank International Vienna, Austria	$137M	+$48.3M	3	2.19%	Increased
282	Czech National Bank Prague, Czech Republic	$136M	+$8.64M	3	1.25%	Increased
283	Primecap Management Pasadena, California	$136M	+$1.84M	1	0.11%	Increased
284	Capital Group Private Client Services Los Angeles, California	$136M	-$13.2M	2	1.33%	Reduced
285	Nisa Investment Advisors St. Louis, Missouri	$134M	-$12.1M	5	0.67%	Reduced
286	PCM Palestra Capital Management New York	$134M	-$20.3M	1	5.28%	Reduced
287	Zevenbergen Capital Investments Edmonds, Washington	$134M	-$4.15M	2	3.27%	Reduced
288	Amalgamated Bank New York	$133M	+$2.76M	6	1.14%	Increased
289	Kovitz Investment Group Partners Chicago, Illinois	$133M	-$49.8M	4	0.67%	Reduced
290	GGHC Gilder Gagnon Howe & Co New York	$131M	-$24.2M	3	1.71%	Reduced
291	Comerica Bank Dallas, Texas	$131M	+$1.97M	5	0.55%	Increased
292	AIM Allen Investment Management New York	$130M	+$6.86M	3	1.52%	Increased
293	Quantinno Capital Management New York	$129M	+$61M	6	0.84%	Increased
294	WorldQuant Millennium Advisors New York	$129M	+$103M	3	0.81%	Increased
295	Nissay Asset Management Tokyo, Japan	$128M	-$13.3M	3	0.83%	Reduced
296	Gateway Investment Advisers Cincinnati, Ohio	$126M	+$34.8M	3	1.45%	Increased
297	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$126M	+$146M	1	5.16%	New
298	Capital International Inc Los Angeles, California	$125M	+$4.91M	4	1.51%	Increased
299	SM Senvest Management New York	$125M	-$25.5M	1	5.21%	Reduced
300	DSAM Dock Street Asset Management Palm Beach, Florida	$125M	+$16.5M	2	14.7%	Increased