← 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	Varma Mutual Pension Insurance Co Helsinki, Finland	$57.1M	-$14M	2	0.83%	Reduced
377	Stephens Inc Little Rock, Arkansas	$56.9M	+$1M	3	0.86%	Increased
378	MSL Mackay Shields LLC New York	$56.4M	-$934K	2	0.47%	Reduced
379	NZS Capital Denver, Colorado	$56.4M	+$4.64M	1	4.95%	Increased
380	Boothbay Fund Management New York	$56.3M	+$50.7M	3	1.32%	Increased
381	MCAV Meritech Capital Associates VI Palo Alto, California	$55.4M	+$63.4M	1	25.19%	New
382	TCM Tran Capital Management San Rafael, California	$55.1M	-$7.02M	1	4.41%	Reduced
383	Locust Wood Capital Advisers New York	$55.1M	+$267K	1	2.75%	Increased
384	CI Cooper Investors Melbourne, Victoria, Australia	$54.9M	-$5.98M	1	3.46%	Reduced
385	Temasek Holdings Singapore	$54.7M	+$16.1M	1	0.2%	Increased
386	Comerica Bank Dallas, Texas	$54.4M	-$2.43M	5	0.4%	Reduced
387	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$54.3M	+$42.2M	2	0.33%	Increased
388	MLICM Metropolitan Life Insurance Company (MetLife) New York	$54.2M	-$834K	4	0.74%	Reduced
389	M&T Bank Buffalo, New York	$54M	+$349K	5	0.23%	Increased
390	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$53.5M	$0	1	3.68%	Maintained
391	IFM Investors Melbourne, Australia	$53.4M	+$36M	3	0.98%	Increased
392	WCM Windward Capital Management Los Angeles, California	$52.5M	+$25K	1	4.35%	Increased
393	ACGDR Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$52.4M	+$19.2M	1	6.1%	Increased
394	TIAA FSB Jacksonville, Florida	$52.3M	-$463K	2	0.17%	Reduced
395	APG Asset Management Amsterdam, Netherlands	$52M	-$18M	3	0.09%	Reduced
396	AAM AMI Asset Management Los Angeles, California	$51.3M	+$151K	1	2.48%	Increased
397	Clear Street New York	$50.8M	+$56.2M	1	1.4%	New
398	SI SQN Investors Menlo Park, California	$50.5M	+$18.6M	1	3.28%	Increased
399	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$50.5M	+$434K	3	0.53%	Increased
400	Crestwood Advisors Group Boston, Massachusetts	$50.3M	+$1.05M	2	1.31%	Increased