← 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	CCM Candlestick Capital Management Greenwich, Connecticut	$95.2M	-$12.6M	1	1.97%	Reduced
327	MML Investors Services Springfield, Massachusetts	$93.7M	+$3M	5	0.39%	Increased
328	Creative Planning Overland Park, Kansas	$93.4M	+$8.13M	6	0.1%	Increased
329	Primecap Management Pasadena, California	$93M	$0	1	0.07%	Maintained
330	MVIP Mar Vista Investment Partners Los Angeles, California	$92.7M	+$1.89M	1	4.04%	Increased
331	Daiwa Securities Group Tokyo, Japan	$91.2M	+$11.7M	4	0.51%	Increased
332	CCLA Investment Management London, United Kingdom	$91.2M	-$17.1M	1	1.4%	Reduced
333	Samlyn Capital New York	$91.1M	+$87.3M	1	1.53%	New
334	Factory Mutual Insurance Waltham, Massachusetts	$91.1M	-$2.37M	3	1.05%	Reduced
335	PIMC Praesidium Investment Management Company New York	$90.4M	-$35M	1	13.34%	Reduced
336	Hantz Financial Services Southfield, Michigan	$89.8M	-$7.98M	4	1.75%	Reduced
337	Davenport & Co Richmond, Virginia	$89.4M	+$1.99M	4	0.55%	Increased
338	Mediolanum International Funds Dublin 1, Ireland	$88.5M	+$85.2M	3	1.44%	New
339	HCM HMI Capital Management San Francisco, California	$88.3M	$0	1	3.25%	Maintained
340	GGHC Gilder Gagnon Howe & Co New York	$88.3M	+$44.3M	4	1.1%	Increased
341	VCM Valiant Capital Management San Francisco, California	$87.3M	-$4.17M	2	5.53%	Reduced
342	EULAV Asset Management Sarasota, Florida	$87.1M	-$1.3M	2	2.4%	Reduced
343	Guggenheim Capital Chicago, Illinois	$87M	-$8.08M	3	0.61%	Reduced
344	Cambridge Investment Research Advisors Fairfield, Iowa	$86.6M	+$3.56M	5	0.33%	Increased
345	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$86.2M	-$160M	1	0.49%	Reduced
346	Utah Retirement Systems Salt Lake City, Utah	$86M	+$810K	5	1.01%	Increased
347	Crestwood Advisors Group Boston, Massachusetts	$85.8M	+$3.42M	2	1.87%	Increased
348	Bank of Nova Scotia Toronto, Ontario, Canada	$85.4M	-$144M	4	0.17%	Reduced
349	Banco Santander Madrid, Spain	$84.8M	-$6.7M	3	1.02%	Reduced
350	Swiss Life Asset Management Zurich,	$84.6M	-$7.95M	4	1.18%	Reduced