← 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	AH Allen Holding New York	$76M	+$5.63M	1	9.5%	Increased
352	USS Investment Management London, United Kingdom	$75M	+$1.77M	3	0.6%	Increased
353	Cullen/Frost Bankers San Antonio, Texas	$75M	+$3.51M	3	1.09%	Increased
354	BAMCO Inc New York	$73.9M	+$57.2K	1	0.21%	Increased
355	Frontier Capital Management Boston, Massachusetts	$72.7M	+$30.3M	2	0.72%	Increased
356	QRG Capital Management Chicago, Illinois	$72.5M	+$565K	4	0.86%	Increased
357	Locust Wood Capital Advisers New York	$72.5M	+$12.1M	1	2.6%	Increased
358	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$72.1M	+$50.5M	2	0.21%	Increased
359	AC AltraVue Capital Bellevue, Washington	$71.7M	$0	1	7.12%	Maintained
360	Aristotle Atlantic Partners Sarasota, Florida	$71.4M	-$3.58M	2	2.31%	Reduced
361	PIMC Praesidium Investment Management Company New York	$71.3M	-$20.5M	1	13.56%	Reduced
362	Tocqueville Asset Management New York	$71.3M	+$27M	4	1.18%	Increased
363	Badgley Phelps Wealth Managers Seattle, Washington	$71.1M	-$850K	2	1.76%	Reduced
364	ECM Ensemble Capital Management San Francisco, California	$70.6M	+$9.01M	1	5.5%	Increased
365	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$70.4M	+$3.3M	1	20.94%	Increased
366	MVIP Mar Vista Investment Partners Los Angeles, California	$70.4M	-$9.13M	1	3.46%	Reduced
367	GA GuoLine Advisory Singapore	$70.3M	+$27.6M	2	7.5%	Increased
368	Maverick Capital Dallas, Texas	$70.1M	-$41.3M	2	1.33%	Reduced
369	Janney Montgomery Scott Philadelphia, Pennsylvania	$69.9M	-$31.5M	5	0.21%	Reduced
370	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$69.6M	+$575K	3	0.73%	Increased
371	Marsico Capital Management Denver, Colorado	$69.4M	-$38.8M	2	2.08%	Reduced
372	RG Renaissance Group Covington, Kentucky	$69.3M	+$532K	2	2.7%	Increased
373	INTECH Investment Management West Palm Beach, Florida	$68.3M	+$17.1M	5	0.85%	Increased
374	Luther King Capital Management (LKCM) Fort Worth, Texas	$68.1M	-$2.68M	3	0.31%	Reduced
375	B. Metzler seel. Sohn & Co Frankfurt, Germany	$67.7M	-$5.76M	4	0.65%	Reduced