← 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	State of Alaska Department of Revenue Juneau, Alaska	$10.8M	+$8.88M	3	0.26%	Increased
327	Altimeter Capital Management Boston, Massachusetts	$10.7M	-$2.55M	1	0.56%	Reduced
328	SAM Shell Asset Management The Hague, Netherlands	$10.7M	+$1.37M	3	0.21%	Increased
329	JMFC J.M. Forbes & Co Boston, Massachusetts	$10.6M	-$448K	1	2.44%	Reduced
330	MLL Moody Lynn & Lieberson Boston, Massachusetts	$10.5M	+$3.27M	2	1.12%	Increased
331	AHL Partners London, United Kingdom	$10.4M	-$6.24M	3	0.16%	Reduced
332	FPCP Fort Point Capital Partners San Francisco, California	$10.3M	+$121K	1	4.81%	Increased
333	Jane Street New York	$10.3M	-$10.3M	3	0.03%	Reduced
334	LPU Lansdowne Partners (UK) London, United Kingdom	$10.3M	-$997K	1	0.09%	Reduced
335	GH GAM Holding Zurich, Switzerland	$10.2M	+$1.11M	2	0.31%	Increased
336	ANI American National Insurance Galveston, Texas	$10.2M	$0	2	0.51%	Maintained
337	VFA Virtus Fund Advisers Hartford, Connecticut	$10.1M	-$321K	1	0.1%	Reduced
338	ORI Oak Ridge Investments Chicago, Illinois	$10M	-$426K	1	0.48%	Reduced
339	HC Hillman Company Pittsburgh, Pennsylvania	$9.96M	-$8.11M	1	2.64%	Reduced
340	Profund Advisors Bethesda, Maryland	$9.93M	+$519K	2	0.38%	Increased
341	CCM Crestwood Capital Management New York	$9.91M	-$2.53M	1	5.23%	Reduced
342	LPL Financial San Diego, California	$9.78M	+$919K	3	0.03%	Increased
343	MSA Mason Street Advisors Milwaukee, Wisconsin	$9.77M	+$81.5K	1	0.22%	Increased
344	CC Crosslink Capital Menlo Park, California	$9.76M	-$13.2M	1	1.88%	Reduced
345	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$9.66M	-$2.57M	1	0.06%	Reduced
346	DnB Asset Management Oslo, Norway	$9.62M	-$48.8M	2	0.12%	Reduced
347	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$9.58M	-$21.4K	1	2.25%	Reduced
348	AGAM Avalon Global Asset Management San Francisco, California	$9.54M	-$1.24M	1	4.72%	Reduced
349	GIP Granite Investment Partners El Segundo, California	$9.48M	-$359K	1	0.6%	Reduced
350	PP PDT Partners New York	$9.47M	$0	1	0.27%	Maintained