← 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	USS Investment Management London, United Kingdom	$57.2M	-$249K	3	0.62%	Reduced
352	TAM TFG Asset Management Grand Cayman, Cayman Islands	$56.5M	-$485K	1	10.3%	Reduced
353	Cambridge Investment Research Advisors Fairfield, Iowa	$56.1M	+$762K	4	0.26%	Increased
354	State of Alaska Department of Revenue Juneau, Alaska	$55.5M	-$1.66M	4	0.7%	Reduced
355	Marsico Capital Management Denver, Colorado	$55.5M	$0	1	2.38%	Maintained
356	Connectus Wealth Cincinnati, Ohio	$55.2M	-$775K	2	1.23%	Reduced
357	MML Investors Services Springfield, Massachusetts	$55.2M	+$2.83M	5	0.31%	Increased
358	Cullen/Frost Bankers San Antonio, Texas	$55M	-$772K	4	0.96%	Reduced
359	TAM Thematics Asset Management Paris, France	$55M	-$474K	1	2.7%	Reduced
360	M&T Bank Buffalo, New York	$54.7M	+$398K	5	0.22%	Increased
361	Czech National Bank Prague, Czech Republic	$54.5M	+$18.3M	2	0.87%	Increased
362	Crestwood Advisors Group Boston, Massachusetts	$53.9M	+$14.5M	2	1.41%	Increased
363	Daiwa Securities Group Tokyo, Japan	$53.6M	+$3.1M	4	0.38%	Increased
364	John W. Bristol & Co New York	$53.1M	-$451K	1	1.05%	Reduced
365	Aristotle Atlantic Partners Sarasota, Florida	$52.6M	-$3.89M	2	2.11%	Reduced
366	SCV Sands Capital Ventures Arlington, Virginia	$52.5M	$0	1	15.52%	Maintained
367	MVIP Mar Vista Investment Partners Los Angeles, California	$51.6M	-$3.26M	1	2.47%	Reduced
368	SCP Sandhill Capital Partners Buffalo, New York	$51.5M	-$301K	1	4.82%	Reduced
369	Scotia Capital Toronto, Ontario, Canada	$51.3M	+$3.14M	3	0.37%	Increased
370	Davidson Kempner Capital Management New York	$50.6M	+$17M	1	0.66%	Increased
371	Jupiter Asset Management London, United Kingdom	$50.2M	-$10.5M	2	0.56%	Reduced
372	Temasek Holdings Singapore	$49.9M	+$2.64M	1	0.3%	Increased
373	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$49.8M	-$45M	2	1.36%	Reduced
374	TA Trivest Advisors Hong Kong	$49.7M	-$215M	1	3.67%	Reduced
375	Luther King Capital Management (LKCM) Fort Worth, Texas	$48.9M	+$3.17M	3	0.25%	Increased