← 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
301	CIBC World Market Toronto, Ontario, Canada	$5.56M	+$4.48M	2	0.03%	Increased
302	Nomura Asset Management Tokyo, Japan	$5.53M	+$349K	2	0.11%	Increased
303	CWM Cabot Wealth Management Salem, Massachusetts	$5.51M	-$111K	1	1.52%	Reduced
304	NCM Nelson Capital Management Menlo Park, California	$5.37M	+$148K	2	2.05%	Increased
305	RCM Riverhead Capital Management Wilmington, Delaware	$5.24M	-$36.4K	1	0.08%	Reduced
306	VEPM Vista Equity Partners Management San Francisco, California	$5.23M	+$1.43M	1	3.13%	Increased
307	FAM Fortaleza Asset Management Chicago, Illinois	$5.08M	+$21.3K	2	3.58%	Increased
308	DL Delta Lloyd Amsterdam, Netherlands	$5.05M	+$304K	2	0.16%	Increased
309	MC Maplelane Capital New York	$5.01M	-$11.5M	2	0.3%	Reduced
310	EIM Essex Investment Management Boston, Massachusetts	$5.01M	-$1.35K	1	0.82%	Reduced
311	AF Arrow Financial Glens Falls, New York	$4.98M	-$64.9K	1	1.41%	Reduced
312	Amundi Asset Management US Boston, Massachusetts	$4.95M	-$9.69M	1	0.02%	Reduced
313	Livforsakringsbolaget Skandia Stockholm, Sweden	$4.95M	+$184K	2	0.26%	Increased
314	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.84M	+$29.9K	2	0.12%	Increased
315	SCA Strategic Capital Alternatives Gig Harbor, United States	$4.84M	+$1.38M	1	1.03%	Increased
316	PPCM Pillar Pacific Capital Management Pacifica, California	$4.81M	+$28.7K	1	0.9%	Increased
317	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.76M	+$326K	1	0.23%	Increased
318	FIM FourPoints Investment Managers Paris, France	$4.7M	+$917K	3	1.89%	Increased
319	DIA Denver Investment Advisors Denver, Colorado	$4.69M	+$138K	1	0.2%	Increased
320	CIBC Asset Management Toronto, Ontario, Canada	$4.64M	+$49.2K	2	0.04%	Increased
321	Parallax Volatility Advisers San Francisco, California	$4.62M	-$5.32M	2	0.01%	Reduced
322	Raymond James Financial Services Advisors St. Petersburg, Florida	$4.62M	+$3.81M	1	0.08%	Increased
323	Barings Charlotte, North Carolina	$4.59M	+$1.42M	3	0.11%	Increased
324	RS Investment Management San Francisco, California	$4.54M	+$583K	2	0.04%	Increased
325	HS HighVista Strategies Boston, Massachusetts	$4.51M	-$435K	1	0.85%	Reduced