← 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
VCM
Valiant Capital Management
California
$81.6M -$2.03M 2 3.99% Reduced
327
Banco Santander
Banco Santander
Spain
$81.4M +$3.55M 3 0.96% Increased
328
Davenport & Co
Davenport & Co
Virginia
$81.3M -$13.3M 4 0.55% Reduced
329
Primecap Management
Primecap Management
California
$81.3M $0 1 0.06% Maintained
330
EULAV Asset Management
EULAV Asset Management
Florida
$80.2M -$4.61M 2 2.48% Reduced
331
TC
TwinBeech Capital
New York
$79.9M +$19.9M 3 1.29% Increased
332
LFDLE
La Financiere de L'Echiquier
France
$79.5M +$267K 3 3.67% Increased
333
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$79.5M +$19.4M 3 0.94% Increased
334
MML Investors Services
MML Investors Services
Massachusetts
$79.5M +$9.71M 5 0.37% Increased
335
Westwood Holdings Group
Westwood Holdings Group
Texas
$79.4M +$68.1M 2 0.67% Increased
336
MVIP
Mar Vista Investment Partners
California
$79.3M +$10.6M 1 3.62% Increased
337
Holocene Advisors
Holocene Advisors
New York
$79.2M -$46.5M 3 0.31% Reduced
338
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$77.7M -$286K 4 0.23% Reduced
339
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$77.6M +$22.6M 3 0.36% Increased
340
AE Wealth Management
AE Wealth Management
Kansas
$77.3M +$12.6M 4 0.39% Increased
341
HCM
HMI Capital Management
California
$77.2M +$66.4M 1 3.35% New
342
PCM
Primavera Capital Management
Cayman Islands
$77M $0 1 12% Maintained
343
Kinetic Partners Management
Kinetic Partners Management
Florida
$76.8M -$22.6K 1 6.55% Reduced
344
Junto Capital Management
Junto Capital Management
New York
$76.8M -$31.3M 1 1.72% Reduced
345
Cresset Asset Management
Cresset Asset Management
Illinois
$76.6M -$994K 7 0.46% Reduced
346
RG
Renaissance Group
Kentucky
$76.2M -$24.7M 3 3.16% Reduced
347
MIS
Morningstar Investment Services
Illinois
$75.8M +$31.9M 2 0.43% Increased
348
NSLI
Nan Shan Life Insurance
Taiwan
$75.6M +$9.73M 2 1.83% Increased
349
Utah Retirement Systems
Utah Retirement Systems
Utah
$75.5M +$1.46M 5 0.96% Increased
350
Connectus Wealth
Connectus Wealth
Ohio
$75.5M +$4.2M 3 1.55% Increased
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