← 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	HC Henshaw Capital Woburn, Massachusetts	$58.7M	$0	1	3.7%	Maintained
352	Construction & Building Unions Superannuation Fund Melbourne, Australia	$58.5M	+$6.77M	1	3.21%	Increased
353	Rafferty Asset Management New York	$56.6M	+$3.68M	2	0.36%	Increased
354	SG Americas Securities New York	$56.6M	+$14.6M	5	0.26%	Increased
355	Chicago Capital Chicago, Illinois	$56.5M	-$203K	2	2.21%	Reduced
356	NCA Newbrook Capital Advisors New York	$56.4M	+$6.25M	1	3.8%	Increased
357	PNC Financial Services Group Pittsburgh, Pennsylvania	$56.2M	-$745K	4	0.05%	Reduced
358	WBC Westpac Banking Corp Sydney, Australia	$55.8M	-$8.4M	4	0.56%	Reduced
359	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$55.4M	+$829K	1	1.93%	Increased
360	AO Allen Operations New York	$55.3M	$0	1	9.49%	Maintained
361	Partners Capital Investment Group Boston, Massachusetts	$55M	+$3.67M	2	2.45%	Increased
362	GLCM Greenlea Lane Capital Management Weston, Connecticut	$54.8M	+$5.33M	1	16.46%	Increased
363	Silver Lake Group Menlo Park, California	$54.5M	+$58.9M	1	0.37%	New
364	CI Cooper Investors Melbourne, Victoria, Australia	$54.5M	+$3.36M	1	3.57%	Increased
365	Stephens Inc Little Rock, Arkansas	$54.5M	+$11.3M	3	0.82%	Increased
366	State of Alaska Department of Revenue Juneau, Alaska	$54.2M	-$13M	3	0.55%	Reduced
367	RC RV Capital Schindellegi, Switzerland	$53.6M	$0	1	14.34%	Maintained
368	Segall Bryant & Hamill Chicago, Illinois	$52.9M	+$6.67M	2	0.51%	Increased
369	DnB Asset Management Oslo, Norway	$52.8M	-$650K	3	0.35%	Reduced
370	RC Renaissance Capital Stamford, Connecticut	$52.8M	+$38.4M	3	8.35%	Increased
371	CT Cambridge Trust Cambridge, Massachusetts	$52.8M	+$499K	2	1.99%	Increased
372	Qube Research & Technologies (QRT) London, United Kingdom	$52.6M	+$20.1M	3	0.6%	Increased
373	MSL Mackay Shields LLC New York	$52.6M	-$24.1M	2	0.49%	Reduced
374	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$52.4M	+$2.55M	3	1.25%	Increased
375	Locust Wood Capital Advisers New York	$52.4M	+$3.18M	1	3.01%	Increased