← 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	LPU Lansdowne Partners (UK) London, United Kingdom	$10.2M	$0	1	0.09%	Maintained
302	MSR Main Street Research Lakeville, Connecticut	$10.2M	+$932K	1	1.67%	Increased
303	BPB Badgley, Phelps & Bell Seattle, Washington	$10.2M	-$79.2K	1	0.79%	Reduced
304	WBC Westpac Banking Corp Sydney, Australia	$10.1M	-$4.31M	2	0.22%	Reduced
305	Jane Street New York	$10.1M	+$1.37M	2	0.04%	Increased
306	AHL Partners London, United Kingdom	$10.1M	+$3.09M	3	0.21%	Increased
307	Aberdeen Asset Management Aberdeen, United Kingdom	$10M	-$735K	1	0.03%	Reduced
308	M&T Bank Buffalo, New York	$9.95M	+$255K	3	0.06%	Increased
309	Kornitzer Capital Management Shawnee Mission, Kansas	$9.91M	-$54.9K	1	0.17%	Reduced
310	Jefferies Group New York	$9.9M	+$1.56M	2	0.07%	Increased
311	Nikko Asset Management Americas New York	$9.86M	+$9.3M	1	0.59%	Increased
312	JP Morgan Private Wealth Advisors San Francisco, California	$9.78M	-$399K	2	0.07%	Reduced
313	RC Raine Capital New York	$9.54M	-$4.9M	1	7.51%	Reduced
314	JMFC J.M. Forbes & Co Boston, Massachusetts	$9.45M	-$69K	1	2.4%	Reduced
315	Amalgamated Bank New York	$9.43M	+$3.57M	3	0.31%	Increased
316	GL GLG LLC New York	$9.37M	-$1.09M	2	0.58%	Reduced
317	AGAM Avalon Global Asset Management San Francisco, California	$9.35M	-$637K	1	5.22%	Reduced
318	Zurich Insurance Group Zurich, Switzerland	$9.34M	+$1.98M	2	0.26%	Increased
319	AAP Ardsley Advisory Partners Stamford, Connecticut	$9.26M	+$2.5M	2	1.44%	Increased
320	CCM Crestwood Capital Management New York	$9.16M	-$6.78M	1	4.71%	Reduced
321	CCP Clough Capital Partners Boston, Massachusetts	$9.08M	-$2.14M	1	0.63%	Reduced
322	Envestnet Asset Management Chicago, Illinois	$9.07M	+$1.64M	3	0.03%	Increased
323	SAM Shell Asset Management The Hague, Netherlands	$8.96M	+$493K	3	0.19%	Increased
324	Natixis Paris, France	$8.95M	+$9M	1	0.1%	New
325	MC Mathes Company New York	$8.89M	+$3.37M	2	4.25%	Increased