← 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
351	IC Inverness Counsel New York	$25.8M	+$48.9K	2	1.62%	Increased
352	HSC Harbor Spring Capital New York	$25.5M	$0	1	3.1%	Maintained
353	OC Oakmont Corp Los Angeles, California	$25.4M	-$116K	1	4.69%	Reduced
354	FFA First Foundation Advisors Irvine, California	$25.4M	+$6.36M	1	1.55%	Increased
355	Pzena Investment Management New York	$24.9M	-$6.08M	1	0.19%	Reduced
356	Mutual of America Capital Management New York	$24.8M	+$225K	2	0.41%	Increased
357	Alyeska Investment Group Chicago, Illinois	$24.5M	-$74.5M	2	0.49%	Reduced
358	Weiss Multi-Strategy Advisers New York	$24.3M	-$2.96M	2	0.95%	Reduced
359	Capital Fund Management (CFM) Paris, France	$24.3M	-$5.37M	2	0.38%	Reduced
360	AL AJO LP Philadelphia, Pennsylvania	$24.1M	-$24M	1	0.22%	Reduced
361	Scout Investments Kansas City, Missouri	$24.1M	-$78.1K	1	0.72%	Reduced
362	HCM Hahn Capital Management Walnut Creek, California	$24.1M	+$264K	1	4.45%	Increased
363	Alpha Wave Global New York	$24M	+$10.8M	1	2.62%	Increased
364	Daiwa Securities Group Tokyo, Japan	$23.8M	+$16M	2	0.25%	Increased
365	ProShare Advisors Bethesda, Maryland	$23.3M	-$20.5M	2	0.17%	Reduced
366	KAS Kemnay Advisory Services New York	$23M	+$2.96M	2	6.46%	Increased
367	PTC Petrus Trust Company Dallas, Texas	$23M	+$27.4M	1	3.3%	New
368	Janney Montgomery Scott Philadelphia, Pennsylvania	$22.9M	+$6.12M	2	0.18%	Increased
369	Coatue Management New York	$22.6M	-$868M	1	0.29%	Reduced
370	Banco Santander Madrid, Spain	$22.5M	+$3.45M	2	0.26%	Increased
371	Virginia Retirement Systems Richmond, Virginia	$22.4M	+$16.5M	2	0.31%	Increased
372	PIA Piedmont Investment Advisors Durham, North Carolina	$22.3M	+$3.07M	3	0.88%	Increased
373	Lord, Abbett & Co Jersey City, New Jersey	$22.2M	-$43.6M	3	0.1%	Reduced
374	Segall Bryant & Hamill Chicago, Illinois	$22.2M	+$1.67M	3	0.45%	Increased
375	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$22.1M	+$25.7M	1	2.01%	Increased