← 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	MML Investors Services Springfield, Massachusetts	$101M	+$10.2M	5	0.41%	Increased
302	Erste Asset Management Vienna, Austria	$101M	+$6.21M	3	1.34%	Increased
303	Squarepoint New York	$101M	-$12.2M	6	0.17%	Reduced
304	TC TownSquare Capital Provo, Utah	$98.7M	+$1.99M	4	1.35%	Increased
305	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$97.1M	+$11.8M	2	1.09%	Increased
306	CIBC Asset Management Toronto, Ontario, Canada	$96.7M	+$1.11M	4	0.34%	Increased
307	IFM Investors Melbourne, Australia	$94.8M	+$1.05M	4	0.96%	Increased
308	Amalgamated Bank New York	$94.4M	-$663K	6	0.8%	Reduced
309	CCLA Investment Management London, United Kingdom	$93.9M	+$939K	1	1.45%	Increased
310	Altimeter Capital Management Boston, Massachusetts	$93.5M	+$97.3M	1	1.39%	New
311	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$91.5M	+$246K	4	0.6%	Increased
312	Gateway Investment Advisers Cincinnati, Ohio	$91.4M	-$751K	2	1.03%	Reduced
313	Artisan Partners Milwaukee, Wisconsin	$90.7M	+$47.8M	2	0.14%	Increased
314	SG Americas Securities New York	$90.2M	+$16.7M	6	0.53%	Increased
315	Westwood Holdings Group Dallas, Texas	$89.7M	+$22.6M	3	0.42%	Increased
316	Alphabet Inc Mountain View, California	$89.2M	$0	1	4.52%	Maintained
317	GGHC Gilder Gagnon Howe & Co New York	$89M	-$4.11M	3	1.11%	Reduced
318	Factory Mutual Insurance Waltham, Massachusetts	$88.3M	-$1.28M	3	1.01%	Reduced
319	Jacobs Levy Equity Management Florham Park, New Jersey	$87M	+$82.7M	4	0.36%	Increased
320	Bridgewater Associates Westport, Connecticut	$86.9M	+$37.8M	4	0.45%	Increased
321	Nissay Asset Management Tokyo, Japan	$86.8M	-$41.1M	4	0.57%	Reduced
322	Whittier Trust South Pasadena, California	$86M	+$14.1M	4	1.22%	Increased
323	Mirae Asset Global Investments Seoul, South Korea	$85.7M	-$201M	5	0.43%	Reduced
324	CU CDAM (UK) London, United Kingdom	$84.3M	+$2.64M	1	12.59%	Increased
325	Qube Research & Technologies (QRT) London, United Kingdom	$84M	-$208M	4	0.13%	Reduced