← 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
326	VEPM Vista Equity Partners Management San Francisco, California	$5.92M	-$335K	1	3.22%	Reduced
327	Tudor Investment Corp Stamford, Connecticut	$5.78M	+$3.5M	3	0.15%	Increased
328	LPU Lansdowne Partners (UK) London, United Kingdom	$5.73M	+$3.35M	1	0.05%	Increased
329	BPB Badgley, Phelps & Bell Seattle, Washington	$5.7M	+$5.32M	1	0.54%	New
330	NCM Nelson Capital Management Menlo Park, California	$5.68M	-$49.6K	2	2.14%	Reduced
331	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.67M	$0	2	0.27%	Maintained
332	NN Investment Partners Holdings The Hague, Netherlands	$5.66M	+$5.45M	2	0.05%	New
333	SAM Shell Asset Management The Hague, Netherlands	$5.62M	+$796K	3	0.13%	Increased
334	TCM Twin Capital Management Mcmurray, Pennsylvania	$5.5M	+$856K	1	0.43%	Increased
335	MSR Main Street Research Lakeville, Connecticut	$5.47M	-$5.37M	1	1.41%	Reduced
336	B BP London, United Kingdom	$5.46M	-$3.65M	1	0.22%	Reduced
337	EIM Essex Investment Management Boston, Massachusetts	$5.44M	+$77.1K	1	0.93%	Increased
338	Amundi Asset Management US Boston, Massachusetts	$5.4M	+$289K	1	0.02%	Increased
339	CONA Capital One National Association New York	$5.31M	+$367K	1	0.48%	Increased
340	SG Americas Securities New York	$5.18M	+$4.34M	3	0.04%	Increased
341	EverPoint Asset Management Stamford, Connecticut	$5.17M	+$3.1M	1	0.1%	Increased
342	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.1M	+$124K	1	0.24%	Increased
343	PPCM Pillar Pacific Capital Management Pacifica, California	$5.08M	+$153K	1	0.88%	Increased
344	DC Deere & Company Moline, Illinois	$5.05M	+$562K	1	0.27%	Increased
345	SCM Stevens Capital Management Radnor, Pennsylvania	$5.04M	-$4.19M	2	0.2%	Reduced
346	GL GLG LLC New York	$5.03M	-$2.35M	1	0.31%	Reduced
347	Driehaus Capital Management Chicago, Illinois	$4.96M	+$3.73M	2	0.16%	Increased
348	CTA Chesley Taft & Associates Chicago, Illinois	$4.86M	+$1.43M	1	0.51%	Increased
349	DL Delta Lloyd Amsterdam, Netherlands	$4.83M	-$410K	2	0.16%	Reduced
350	Twin Tree Management Dallas, Texas	$4.83M	+$4.41M	2	0.09%	Increased