← 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	$14.9M	+$2.22M	3	0.31%	Increased
327	FQ First Quadrant Glendale, California	$14.6M	-$2.46M	2	0.28%	Reduced
328	Susquehanna International Group Bala Cynwyd, Pennsylvania	$14.6M	-$167M	2	0.01%	Reduced
329	LFDLE La Financiere de L'Echiquier Paris, France	$14.6M	+$6.33M	1	5.9%	Increased
330	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$14.5M	-$3.46M	1	0.24%	Reduced
331	MSR Main Street Research Lakeville, Connecticut	$14.5M	+$398K	1	2.3%	Increased
332	CI Investments Inc Toronto, Ontario, Canada	$14M	+$13.8M	1	0.16%	New
333	BCH Berkshire Capital Holdings San Jose, California	$14M	+$13.3M	2	12.48%	New
334	PIA Piedmont Investment Advisors Durham, North Carolina	$13.7M	-$4.88M	2	0.37%	Reduced
335	Thornburg Investment Management Santa Fe, New Mexico	$13.3M	-$3.74M	1	0.1%	Reduced
336	Hudson Bay Capital Management Stamford, Connecticut	$13.2M	+$336K	1	0.27%	Increased
337	Factory Mutual Insurance Waltham, Massachusetts	$13.2M	$0	1	0.14%	Maintained
338	Azimuth Capital Management Bloomfield Hills, Michigan	$13.1M	-$62K	1	0.97%	Reduced
339	BPB Badgley, Phelps & Bell Seattle, Washington	$13.1M	-$172K	1	0.87%	Reduced
340	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$13M	-$5.01M	2	0.13%	Reduced
341	DCM Dupont Capital Management Wilmington, Delaware	$13M	+$4.46M	3	0.31%	Increased
342	HighTower Advisors Chicago, Illinois	$12.9M	-$2.79M	3	0.11%	Reduced
343	AAM Aureus Asset Management Boston, Massachusetts	$12.8M	-$48.2K	1	1.93%	Reduced
344	KCM Kingdon Capital Management New York	$12.8M	-$4.04M	1	1.01%	Reduced
345	Wolverine Trading Chicago, Illinois	$12.7M	+$2.61M	2	0.03%	Increased
346	SAM Shell Asset Management The Hague, Netherlands	$12.7M	+$491K	3	0.25%	Increased
347	B BP London, United Kingdom	$12.6M	-$2.87M	2	0.46%	Reduced
348	CIBC World Markets New York	$12.6M	-$63.4M	1	0.13%	Reduced
349	MC Middleton & Co Boston, Massachusetts	$12.6M	-$957K	1	2.25%	Reduced
350	RCM Riverpark Capital Management New York	$12.5M	+$12.3M	1	1.94%	New