← 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
376	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$39.9M	+$982K	1	3.84%	Increased
377	GIC GFI Investment Counsel Toronto, Ontario, Canada	$39.3M	+$3.87M	1	6.28%	Increased
378	RGM ROAM Global Management New York	$39M	+$20.3M	1	28.55%	Increased
379	AC AMS Capital Sao Paulo, Brazil	$38.4M	+$20.1M	2	6.07%	Increased
380	Marshall Wace London, United Kingdom	$38.3M	+$25.9M	3	0.18%	Increased
381	NCM Nellore Capital Management Redwood City, California	$38.1M	+$16.7M	1	18.59%	Increased
382	Mutual of America Capital Management New York	$37.7M	+$1.11M	2	0.4%	Increased
383	WI Wafra Inc New York	$37.6M	+$1.62M	1	1.56%	Increased
384	PTC Petrus Trust Company Dallas, Texas	$37.6M	+$2.76M	1	3.6%	Increased
385	HAM Honeycomb Asset Management New York	$37.5M	-$1.99M	1	2.24%	Reduced
386	HCM Hollencrest Capital Management Newport Beach, California	$37.5M	+$1.8M	2	3.54%	Increased
387	Sarasin & Partners London, United Kingdom	$37.4M	+$2.27M	1	0.44%	Increased
388	Stephens Inc Little Rock, Arkansas	$37.4M	+$2.55M	3	0.61%	Increased
389	AAM AMI Asset Management Los Angeles, California	$37.2M	-$3.19M	1	1.94%	Reduced
390	Commerce Bank Kansas City, Missouri	$37M	+$6.34M	3	0.28%	Increased
391	Moore Capital Management New York	$37M	-$3.87M	1	0.47%	Reduced
392	Capstone Investment Advisors New York	$37M	+$31M	2	0.11%	Increased
393	SG Americas Securities New York	$36.5M	-$211M	4	0.19%	Reduced
394	Varma Mutual Pension Insurance Co Helsinki, Finland	$36.2M	+$4.42M	2	0.52%	Increased
395	GCM Gladstone Capital Management London, United Kingdom	$35.7M	+$37.5M	1	1.96%	New
396	Impax Asset Management Group London, United Kingdom	$35.1M	+$8.66M	2	0.18%	Increased
397	Dai-ichi Life Insurance Company Tokyo, Japan	$35.1M	-$8.47M	2	0.48%	Reduced
398	Scotia Capital Toronto, Ontario, Canada	$35M	+$9.13M	3	0.28%	Increased
399	LF Lannebo Fonder Stockholm, Sweden	$35M	+$2.23M	1	4.68%	Increased
400	Skye Global Management West Palm Beach, Florida	$35M	+$21.6M	2	0.68%	Increased