← 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	Two Sigma Investments New York	$59.7M	+$37.4M	2	0.16%	Increased
302	Martingale Asset Management Boston, Massachusetts	$58.7M	-$1.83M	2	0.67%	Reduced
303	Gulf International Bank (UK) London, United Kingdom	$58.5M	-$6.91M	2	0.8%	Reduced
304	CPWM Cypress Point Wealth Management Dallas, Texas	$58.2M	+$67.6M	2	60.55%	Increased
305	Advent International Boston, Massachusetts	$58M	-$52.8M	1	3.51%	Reduced
306	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$58M	+$19.8M	2	0.32%	Increased
307	WBC Westpac Banking Corp Sydney, Australia	$57.7M	-$2.4M	3	0.64%	Reduced
308	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$57.3M	-$3.19M	1	2.07%	Reduced
309	RG Renaissance Group Covington, Kentucky	$57.3M	-$28.8M	2	2.42%	Reduced
310	IC Inverness Counsel New York	$56.8M	-$5.76M	2	2.35%	Reduced
311	Panagora Asset Management Boston, Massachusetts	$56.5M	-$62.1M	3	0.32%	Reduced
312	Holocene Advisors New York	$56.4M	+$34.2M	3	0.35%	Increased
313	Gofen & Glossberg Chicago, Illinois	$56.3M	+$2.47M	2	1.44%	Increased
314	Vontobel Holding Zurich, Switzerland	$56.2M	+$8.34M	3	0.42%	Increased
315	Utah Retirement Systems Salt Lake City, Utah	$55.9M	-$2.56M	3	0.78%	Reduced
316	Phoenix Financial Givatayim, Israel	$55.5M	+$14.2M	1	1.25%	Increased
317	AAM AO Asset Management New York	$55M	+$1.73M	2	4.14%	Increased
318	Bartlett & Co Cincinnati, Ohio	$53.8M	+$8.4M	2	1.08%	Increased
319	Bartlett & Co Wealth Management Cincinnati, Ohio	$53.8M	+$8.4M	2	1.08%	Increased
320	TPI Tesco Pension Investment London, United Kingdom	$53.5M	$0	1	1.01%	Maintained
321	Första AP-fonden Stockholm, Sweden	$53.5M	-$5.33M	2	0.75%	Reduced
322	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$53.4M	+$86.9K	3	1.01%	Increased
323	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$52.8M	+$3.53M	4	0.11%	Increased
324	CIBC Asset Management Toronto, Ontario, Canada	$52.7M	+$6.47M	4	0.22%	Increased
325	Rockefeller Capital Management New York	$52.3M	+$11.6M	4	0.35%	Increased