← 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	IFM Investors Melbourne, Australia	$71.3M	+$5.71M	4	0.93%	Increased
302	Varma Mutual Pension Insurance Co Helsinki, Finland	$71M	-$14.8M	3	0.85%	Reduced
303	CIBC World Market Toronto, Ontario, Canada	$69.3M	+$17.4M	4	0.22%	Increased
304	Bank Julius Baer & Co Zurich, Switzerland	$69.2M	-$3.7M	4	0.41%	Reduced
305	PCM Primavera Capital Management George Town, Cayman Islands	$68.7M	-$48.9M	1	7.74%	Reduced
306	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$68.6M	$0	1	3.35%	Maintained
307	Assenagon Asset Management Senningerberg, Luxembourg	$68.4M	-$214M	3	0.24%	Reduced
308	Ossiam Paris, France	$68.4M	-$63.6M	5	1.23%	Reduced
309	ACM Alua Capital Management New York	$68M	-$56.8M	1	4.67%	Reduced
310	Janney Montgomery Scott Philadelphia, Pennsylvania	$67.6M	+$4.46M	4	0.24%	Increased
311	NZS Capital Denver, Colorado	$67.2M	-$36.2M	2	3.36%	Reduced
312	Castleark Management Chicago, Illinois	$67.2M	+$150K	1	3.04%	Increased
313	Daiwa Securities Group Tokyo, Japan	$66.8M	+$1.99M	4	0.44%	Increased
314	Primecap Management Pasadena, California	$66.6M	-$12.9M	1	0.06%	Reduced
315	IC Immersion Capital London, United Kingdom	$66.6M	-$12.2M	1	22.27%	Reduced
316	Voloridge Investment Management Jupiter, Florida	$66.1M	-$35.8M	4	0.31%	Reduced
317	Balyasny Asset Management Chicago, Illinois	$65.9M	+$24.4M	3	0.15%	Increased
318	Capital Fund Management (CFM) Paris, France	$65.8M	+$28M	2	0.27%	Increased
319	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$65.3M	+$62.9M	1	2.03%	Increased
320	Cresset Asset Management Chicago, Illinois	$64.3M	+$36.7M	6	0.08%	Increased
321	Mairs & Power Inc St Paul, Minnesota	$64.2M	-$26M	1	0.7%	Reduced
322	BAMCO Inc New York	$63.9M	-$149K	1	0.18%	Reduced
323	Fjarde Ap-fonden Stockholm, Sweden	$63.6M	+$2.82M	4	0.78%	Increased
324	RC RV Capital Schindellegi, Switzerland	$63.1M	-$959K	1	20.57%	Reduced
325	Guggenheim Capital Chicago, Illinois	$62.1M	+$1.39M	4	0.49%	Increased