← 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	RI Redwood Investments Boston, Massachusetts	$20.7M	-$3.54M	2	1.61%	Reduced
327	MSR Main Street Research Lakeville, Connecticut	$20.6M	+$755K	1	2.95%	Increased
328	HI Honeywell International Charlotte, North Carolina	$20.3M	+$4.14M	1	1.16%	Increased
329	Gotham Asset Management New York	$19.2M	+$16.5M	2	0.27%	Increased
330	Impax Asset Management Group London, United Kingdom	$19.2M	+$18M	2	0.28%	New
331	ZDA Zweig-DiMenna Associates New York	$19.1M	+$1.31M	1	1.59%	Increased
332	WEC White Elm Capital Greenwich, Connecticut	$19.1M	-$5.5M	1	4.54%	Reduced
333	Peregrine Capital Management Minneapolis, Minnesota	$19M	-$1.89K	1	0.45%	Reduced
334	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$19M	+$15.4M	2	0.3%	Increased
335	Twin Tree Management Dallas, Texas	$18.8M	+$9.3M	3	0.13%	Increased
336	DCM Dupont Capital Management Wilmington, Delaware	$18.6M	+$154K	3	0.41%	Increased
337	SSA South Street Advisors New York	$18.5M	-$615K	1	2.88%	Reduced
338	Daiwa Securities Group Tokyo, Japan	$18.4M	-$1.58M	2	0.15%	Reduced
339	Hancock Whitney Gulfport, Mississippi	$18.3M	+$16.7M	2	0.52%	Increased
340	DnB Asset Management Oslo, Norway	$18.1M	+$761K	2	0.2%	Increased
341	Factory Mutual Insurance Waltham, Massachusetts	$18.1M	$0	1	0.19%	Maintained
342	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$18M	+$870K	3	0.09%	Increased
343	Oregon Public Employees Retirement Fund Tigard, Oregon	$18M	+$60.5K	2	0.25%	Increased
344	Commonwealth Equity Services Waltham, Massachusetts	$17.9M	+$2.83M	2	0.09%	Increased
345	Profund Advisors Bethesda, Maryland	$17.9M	-$294K	2	0.68%	Reduced
346	Winton Group London, United Kingdom	$17.9M	-$3.52M	2	0.37%	Reduced
347	Jacobs Levy Equity Management Florham Park, New Jersey	$17.8M	-$13.6M	1	0.25%	Reduced
348	GEM Global Endowment Management Charlotte, North Carolina	$17.8M	$0	1	2.36%	Maintained
349	SAM Shell Asset Management The Hague, Netherlands	$17.8M	-$809K	3	0.35%	Reduced
350	GIP Granite Investment Partners El Segundo, California	$17.8M	+$1.5M	1	1.02%	Increased