← 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
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$100M -$246K 2 1.1% Reduced
302
Sanctuary Advisors
Sanctuary Advisors
Indiana
$99.5M +$4.04M 6 0.63% Increased
303
Voloridge Investment Management
Voloridge Investment Management
Florida
$98.9M -$23.9M 3 0.36% Reduced
304
Whittier Trust
Whittier Trust
California
$98.7M +$2.19M 4 1.32% Increased
305
TA
Trivest Advisors
Hong Kong
$98.5M +$89.9M 1 5.6% Increased
306
Swiss Life Asset Management
Swiss Life Asset Management
$97.6M +$12.3M 3 1.11% Increased
307
EC
Eminence Capital
New York
$96.6M -$49.1M 1 1.36% Reduced
308
SEP
Soma Equity Partners
California
$95.9M -$13M 1 5.5% Reduced
309
Jones Financial Companies
Jones Financial Companies
Missouri
$95.7M +$29.3M 5 0.1% Increased
310
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$95.4M +$3.77M 3 0.37% Increased
311
Westwood Holdings Group
Westwood Holdings Group
Texas
$94.6M -$850K 2 0.4% Reduced
312
CCLA Investment Management
CCLA Investment Management
United Kingdom
$93.9M $0 1 1.45% Maintained
313
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$93.9M -$853K 1 2.83% Reduced
314
Carmignac Gestion
Carmignac Gestion
France
$92.9M -$67.7M 3 1.55% Reduced
315
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$92.4M -$3.21M 5 0.41% Reduced
316
Frontier Capital Management
Frontier Capital Management
Massachusetts
$92.3M -$10.3M 2 0.87% Reduced
317
RC
RGM Capital
Florida
$92.1M -$49.3M 1 3.99% Reduced
318
M&T Bank
M&T Bank
New York
$91.7M +$3.37M 5 0.3% Increased
319
Guggenheim Capital
Guggenheim Capital
Illinois
$90.5M +$2.46M 3 0.63% Increased
320
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$90.2M +$417K 3 1.72% Increased
321
Alphabet Inc
Alphabet Inc
California
$90M $0 1 4.89% Maintained
322
SG Americas Securities
SG Americas Securities
New York
$90M -$8.62M 5 0.33% Reduced
323
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$89.6M -$3.68M 2 0.71% Reduced
324
TAM
TFG Asset Management
Cayman Islands
$89M +$11.6M 1 25.09% Increased
325
MRG
Milestone Resources Group
British Virgin Islands
$88.8M $0 1 3.09% Maintained