← 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	MCM Maryland Capital Management Towson, Maryland	$59.7M	+$1.3M	2	3.57%	Increased
377	Two Sigma Advisers New York	$59.5M	+$26.6M	2	0.15%	Increased
378	Sarasin & Partners London, United Kingdom	$59.3M	-$10.1M	1	0.6%	Reduced
379	MSL Mackay Shields LLC New York	$59M	+$243K	2	0.56%	Increased
380	CT Cambridge Trust Cambridge, Massachusetts	$58.9M	-$27.1K	2	2.22%	Reduced
381	Xponance Philadelphia, Pennsylvania	$58.8M	+$3.63M	4	1.12%	Increased
382	Stephens Inc Little Rock, Arkansas	$58.8M	-$1.44M	3	0.91%	Reduced
383	Locust Wood Capital Advisers New York	$58.5M	+$315K	1	3.18%	Increased
384	HCM Hitchwood Capital Management New York	$58.3M	+$54.6M	1	1.68%	New
385	VCM Valiant Capital Management San Francisco, California	$58.1M	-$16.1M	1	5.46%	Reduced
386	Aristotle Atlantic Partners Sarasota, Florida	$57.9M	+$24.9M	2	3.83%	Increased
387	WI Wafra Inc New York	$57.7M	+$670K	1	2.11%	Increased
388	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$57.6M	-$79.1M	2	0.3%	Reduced
389	Badgley Phelps Wealth Managers Seattle, Washington	$57.5M	+$54.9M	2	2.09%	New
390	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$57.1M	+$15.4M	1	4.3%	Increased
391	Wolverine Trading Chicago, Illinois	$56.7M	+$8.22M	3	0.06%	Increased
392	MLICM Metropolitan Life Insurance Company (MetLife) New York	$56.6M	-$52.5M	4	0.82%	Reduced
393	M&T Bank Buffalo, New York	$56M	+$3.66M	5	0.25%	Increased
394	WCM Windward Capital Management Los Angeles, California	$56M	-$249K	1	5.19%	Reduced
395	NZS Capital Denver, Colorado	$55.7M	+$1.96M	1	5.5%	Increased
396	AAM AMI Asset Management Los Angeles, California	$54.6M	+$8.79M	1	2.73%	Increased
397	TIAA FSB Jacksonville, Florida	$54.4M	+$7.42M	2	0.19%	Increased
398	PL Portman Ltd Grand Cayman, Cayman Islands	$53.9M	+$62M	1	38.71%	New
399	GEM Global Endowment Management Charlotte, North Carolina	$53.4M	+$5.07M	2	3.52%	Increased
400	Obermeyer Wealth Partners Aspen, Colorado	$53.2M	+$591K	1	2.95%	Increased