← 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	TAM TFG Asset Management Grand Cayman, Cayman Islands	$55.2M	+$5.4M	1	7.45%	Increased
352	ECM Ensemble Capital Management San Francisco, California	$54.2M	+$7.36M	1	5.23%	Increased
353	AEGON Asset Management (UK) Edinburgh, United Kingdom	$53.8M	-$38.5K	1	0.87%	Reduced
354	Construction & Building Unions Superannuation Fund Melbourne, Australia	$53.3M	+$876K	1	2.31%	Increased
355	Junto Capital Management New York	$53.2M	-$23.6M	1	1.35%	Reduced
356	MML Investors Services Springfield, Massachusetts	$53M	+$6.07M	5	0.29%	Increased
357	Glenmede Trust Philadelphia, Pennsylvania	$53M	$0	4	0.3%	Maintained
358	CGIM Capital Group Investment Management Raffles Quay, Singapore	$52.9M	+$16M	2	2.63%	Increased
359	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$52.3M	+$35.1M	2	0.23%	Increased
360	SCP Sandhill Capital Partners Buffalo, New York	$52.1M	-$56K	1	4.75%	Reduced
361	Antipodes Partners Royal Exchange, Australia	$51.1M	+$37.8M	1	1.76%	Increased
362	Mutual of America Capital Management New York	$50.8M	-$819K	3	0.58%	Reduced
363	SCV Sands Capital Ventures Arlington, Virginia	$50.8M	-$12M	1	15.03%	Reduced
364	Badgley Phelps Wealth Managers Seattle, Washington	$50.7M	+$1.21M	2	1.68%	Increased
365	New York Life Investment Management New York	$50.5M	-$691K	2	0.53%	Reduced
366	IG Ithaka Group Arlington, Virginia	$50.4M	-$5.8M	2	10.53%	Reduced
367	AAM AMI Asset Management Los Angeles, California	$50.3M	-$411K	1	3%	Reduced
368	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$50.1M	-$5.38M	3	1.26%	Reduced
369	Scotia Capital Toronto, Ontario, Canada	$49.9M	+$94.9K	3	0.34%	Increased
370	Yousif Capital Management Bloomfield Hills, Michigan	$49.5M	+$169K	4	0.6%	Increased
371	FCI Financial Counselors Inc Overland Park, Kansas	$49.1M	+$62.1K	2	1%	Increased
372	Bartlett & Co Wealth Management Cincinnati, Ohio	$49.1M	+$1.91M	1	0.85%	Increased
373	Bartlett & Co Cincinnati, Ohio	$49.1M	+$1.91M	1	0.85%	Increased
374	Erste Asset Management Vienna, Austria	$48.4M	+$14.3M	3	0.85%	Increased
375	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$47.8M	-$2.5M	1	28.68%	Reduced