← 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	AO Allen Operations New York	$164M	$0	1	22.5%	Maintained
302	Saudi Central Bank Riyadh, Saudi Arabia	$163M	+$140M	1	6.66%	Increased
303	Capital Group Private Client Services Los Angeles, California	$163M	+$5.94M	2	1.41%	Increased
304	Chicago Capital Chicago, Illinois	$163M	-$16.3M	3	4.03%	Reduced
305	Locust Wood Capital Advisers New York	$162M	+$52.5M	2	4.3%	Increased
306	Riverbridge Partners Minneapolis, Minnesota	$158M	-$30.6M	2	2.55%	Reduced
307	Guggenheim Capital Chicago, Illinois	$157M	+$10.9M	5	1.25%	Increased
308	Zevenbergen Capital Investments Edmonds, Washington	$157M	-$13.3M	2	3.07%	Reduced
309	Sarasin & Partners London, United Kingdom	$155M	+$71.5M	1	1.54%	Increased
310	Raiffeisen Bank International Vienna, Austria	$154M	-$97.2K	3	2.29%	Reduced
311	IFM Investors Melbourne, Australia	$152M	+$7.32M	3	1.44%	Increased
312	Capital International Inc Los Angeles, California	$150M	+$9.9M	4	1.45%	Increased
313	Nicholas Company Milwaukee, Wisconsin	$150M	-$11.4M	2	2.5%	Reduced
314	Sanctuary Advisors Indianapolis, Indiana	$148M	+$11.1M	6	0.92%	Increased
315	Select Equity Group New York	$148M	+$41.4M	2	0.62%	Increased
316	CIBC World Market Toronto, Ontario, Canada	$146M	-$39.9M	5	0.29%	Reduced
317	CAPTRUST Financial Advisors Raleigh, North Carolina	$146M	-$30.8M	6	0.33%	Reduced
318	Gateway Investment Advisers Cincinnati, Ohio	$143M	-$15.5M	3	1.56%	Reduced
319	Comerica Bank Dallas, Texas	$142M	-$20.2M	5	0.55%	Reduced
320	CTC (Chicago Trading Company) Chicago, Illinois	$138M	+$57.2M	2	0.08%	Increased
321	Davenport & Co Richmond, Virginia	$137M	+$3.28M	3	0.75%	Increased
322	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$135M	+$37.4M	1	0.63%	Increased
323	ABN AMRO Investment Solutions Paris Cedex 008,	$133M	+$622K	3	2.67%	Increased
324	Wealthfront Advisers Palo Alto, California	$133M	+$6.53M	4	0.34%	Increased
325	Groupe la Francaise Paris, France	$131M	+$40.3M	3	2.11%	Increased