← 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	Primecap Management Pasadena, California	$62.5M	$0	1	0.04%	Maintained
352	State of Alaska Department of Revenue Juneau, Alaska	$61.9M	+$152K	4	0.6%	Increased
353	Mairs & Power Inc St Paul, Minnesota	$61.4M	+$67.9M	1	0.57%	New
354	HC Henshaw Capital Woburn, Massachusetts	$61.1M	$0	1	3.42%	Maintained
355	Sarasin & Partners London, United Kingdom	$61.1M	-$851K	1	0.56%	Reduced
356	Yousif Capital Management Bloomfield Hills, Michigan	$60.7M	+$64.5M	4	0.63%	New
357	Tocqueville Asset Management New York	$60.4M	+$327K	2	0.83%	Increased
358	Rokos Capital Management (UK) London, United Kingdom	$60.2M	-$1.18M	1	3.62%	Reduced
359	MCM Maryland Capital Management Towson, Maryland	$60M	+$1.54M	2	3.24%	Increased
360	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$59.9M	+$1.33M	3	1.25%	Increased
361	Atalanta Sosnoff Capital New York	$59.2M	+$65.5M	1	1.28%	New
362	Simplex Trading Chicago, Illinois	$59M	+$35.8M	5	0.06%	Increased
363	Moore Capital Management New York	$59M	-$45.6M	2	1.17%	Reduced
364	CIBC World Markets New York	$58.8M	-$11.6M	3	0.31%	Reduced
365	TPSF Texas Permanent School Fund Austin, Texas	$58.8M	-$6.43M	3	0.72%	Reduced
366	Woodline Partners San Francisco, California	$58.7M	+$32.6M	1	0.84%	Increased
367	Marshall Wace London, United Kingdom	$58.4M	-$124K	4	0.11%	Reduced
368	Chicago Capital Chicago, Illinois	$58.2M	+$1.25M	2	2.17%	Increased
369	Aristotle Atlantic Partners Sarasota, Florida	$58.2M	+$900K	2	3.38%	Increased
370	Swiss Life Asset Management Zurich,	$58.1M	-$2.19M	2	0.75%	Reduced
371	CT Cambridge Trust Cambridge, Massachusetts	$57.9M	+$679K	4	1.87%	Increased
372	Badgley Phelps Wealth Managers Seattle, Washington	$57.8M	+$1.06M	2	1.88%	Increased
373	Glenmede Trust Philadelphia, Pennsylvania	$57.5M	+$9.68M	3	0.27%	Increased
374	Carson Wealth (CWM LLC) Omaha, Nebraska	$57.5M	+$60.9M	5	0.4%	New
375	GIC GFI Investment Counsel Toronto, Ontario, Canada	$57.2M	+$1.91M	1	6.62%	Increased