← 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	Meag Munich Ergo Munich, Germany	$12.5M	+$9.96M	1	0.51%	Increased
302	Xact Kapitalforvaltning Stockholm, Sweden	$12.4M	+$335K	2	0.35%	Increased
303	Thornburg Investment Management Santa Fe, New Mexico	$12.3M	-$1.66M	1	0.09%	Reduced
304	SSA South Street Advisors New York	$12.3M	-$64.9K	1	2.38%	Reduced
305	Altimeter Capital Management Boston, Massachusetts	$12.1M	$0	1	0.57%	Maintained
306	BAMCO Inc New York	$12.1M	-$921K	2	0.06%	Reduced
307	HHC Hutchin Hill Capital New York	$12.1M	+$258K	2	0.46%	Increased
308	M&T Bank Buffalo, New York	$11.9M	+$1.05M	3	0.06%	Increased
309	Factory Mutual Insurance Waltham, Massachusetts	$11.7M	-$451K	1	0.13%	Reduced
310	ExxonMobil Investment Management Irving, Texas	$11.6M	-$340K	1	0.29%	Reduced
311	Peregrine Capital Management Minneapolis, Minnesota	$11.4M	$0	1	0.27%	Maintained
312	CCM Crestwood Capital Management New York	$11.3M	+$1.11M	1	6.06%	Increased
313	MSR Main Street Research Lakeville, Connecticut	$11.2M	+$158K	1	1.8%	Increased
314	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$11.1M	-$3.28M	1	0.07%	Reduced
315	Zurich Insurance Group Zurich, Switzerland	$11.1M	+$977K	2	0.3%	Increased
316	Azimuth Capital Management Bloomfield Hills, Michigan	$10.8M	+$10.3M	1	0.81%	Increased
317	BPB Badgley, Phelps & Bell Seattle, Washington	$10.8M	-$168K	1	0.8%	Reduced
318	JP Morgan Private Wealth Advisors San Francisco, California	$10.7M	+$167K	2	0.08%	Increased
319	Soros Fund Management New York	$10.6M	+$3.92M	1	0.25%	Increased
320	MC Middleton & Co Boston, Massachusetts	$10.5M	+$1.9M	1	1.9%	Increased
321	Amalgamated Bank New York	$10.5M	+$259K	3	0.33%	Increased
322	BCM BBT Capital Management Fort Worth, Texas	$10.4M	+$3.89M	2	1.47%	Increased
323	Kornitzer Capital Management Shawnee Mission, Kansas	$10.4M	-$293K	1	0.18%	Reduced
324	LPU Lansdowne Partners (UK) London, United Kingdom	$10.3M	-$722K	1	0.11%	Reduced
325	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$10.3M	-$1.43M	1	0.56%	Reduced