← 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	Braun Stacey Associates New York	$68.7M	+$56.8M	2	1.8%	Increased
302	Munro Partners Melbourne, Australia	$68.4M	-$18.9M	1	3.34%	Reduced
303	Causeway Capital Management Los Angeles, California	$68.3M	+$476K	1	1.64%	Increased
304	TPSF Texas Permanent School Fund Austin, Texas	$68.2M	+$18.8M	3	0.68%	Increased
305	PointState Capital New York	$68.1M	+$57.6M	1	2.3%	New
306	Nisa Investment Advisors St. Louis, Missouri	$67.8M	+$10.6M	5	0.53%	Increased
307	CI Cooper Investors Melbourne, Victoria, Australia	$67.2M	+$7.38M	1	5.72%	Increased
308	Banco Santander Madrid, Spain	$67.2M	-$1.99M	2	0.99%	Reduced
309	SCV Sands Capital Ventures Arlington, Virginia	$67M	$0	1	16.56%	Maintained
310	Cubist Systematic Strategies Stamford, Connecticut	$66.6M	+$30.8M	7	0.41%	Increased
311	Locust Wood Capital Advisers New York	$66.3M	+$8.68M	1	3.88%	Increased
312	Bank Julius Baer & Co Zurich, Switzerland	$65.6M	-$1.41M	4	0.42%	Reduced
313	Vontobel Holding Zurich, Switzerland	$65.1M	-$8.13M	4	0.61%	Reduced
314	Qube Research & Technologies (QRT) London, United Kingdom	$64.9M	-$39.5M	3	0.28%	Reduced
315	AIM Allen Investment Management New York	$64.9M	-$711K	3	1.09%	Reduced
316	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$64.8M	-$44.6K	1	3.63%	Reduced
317	WI Wafra Inc New York	$63.7M	+$3.26M	1	2.26%	Increased
318	Zurich Cantonal Bank Zurich, Switzerland	$63.3M	+$1.14M	5	0.31%	Increased
319	LPP Long Path Partners Stamford, Connecticut	$62.8M	+$2.48M	2	27.11%	Increased
320	Kinetic Partners Management Miami, Florida	$62.6M	+$52.9M	1	8.6%	New
321	State of Alaska Department of Revenue Juneau, Alaska	$62.4M	-$378K	4	0.74%	Reduced
322	Squarepoint New York	$61.8M	-$33.2M	5	0.25%	Reduced
323	Huntington National Bank Columbus, Ohio	$60.9M	+$18.5M	5	0.6%	Increased
324	RC RV Capital Schindellegi, Switzerland	$60.6M	$0	1	23.05%	Maintained
325	Moore Capital Management New York	$60.4M	-$4.48M	2	1.27%	Reduced