← 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
Trillium Asset Management
Trillium Asset Management
Massachusetts
$13.7M -$108K 1 0.75% Reduced
302
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$13.7M -$2.36K 1 0.1% Reduced
303
B
BP
United Kingdom
$13.3M -$2.55M 2 0.47% Reduced
304
SSA
South Street Advisors
New York
$13.3M -$162K 1 4.03% Reduced
305
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$13.2M +$1M 2 0.31% Increased
306
Natixis
Natixis
France
$13.2M -$17.3M 1 0.1% Reduced
307
Aberdeen Group
Aberdeen Group
United Kingdom
$13M -$101M 1 0.02% Reduced
308
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$12.7M $0 1 0.3% Maintained
309
Amalgamated Bank
Amalgamated Bank
New York
$12.7M +$1.15M 3 0.34% Increased
310
SCPM
Social Capital PEP Management
California
$12.6M +$12.6M 1 7.86% New
311
M&T Bank
M&T Bank
New York
$12.6M -$450K 3 0.07% Reduced
312
MSR
Main Street Research
Connecticut
$12.4M +$194K 1 1.89% Increased
313
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$11.9M -$749K 2 0.37% Reduced
314
MC
Middleton & Co
Massachusetts
$11.9M +$387K 1 2% Increased
315
BAMCO Inc
BAMCO Inc
New York
$11.7M -$1.61M 2 0.05% Reduced
316
CI
Cowen Inc
New York
$11.7M +$11.5M 2 0.02% New
317
BPB
Badgley, Phelps & Bell
Washington
$11.7M -$170K 1 0.8% Reduced
318
Azimuth Capital Management
Azimuth Capital Management
Michigan
$11.6M -$237K 1 0.84% Reduced
319
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$11.6M -$1.24M 1 0.12% Reduced
320
SG Americas Securities
SG Americas Securities
New York
$11.5M +$8.83M 3 0.11% Increased
321
BPM
Blue Pool Management
Hong Kong
$11.4M +$11.4M 1 5.4% New
322
AAM
Aureus Asset Management
Massachusetts
$11.3M -$2.9M 1 1.75% Reduced
323
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$11.3M -$4.41M 1 0.24% Reduced
324
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.2M +$337K 3 0.02% Increased
325
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$11.2M -$1.59M 1 0.31% Reduced