← 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	LGT Group Foundation Vaduz, Liechtenstein	$47.6M	+$7.11M	2	1.11%	Increased
377	Locust Wood Capital Advisers New York	$47.6M	+$1.61M	1	2.61%	Increased
378	Curi RMB Capital Chicago, Illinois	$47.6M	+$6.97M	2	1.5%	Increased
379	TPSF Texas Permanent School Fund Austin, Texas	$46.8M	-$2.61M	3	0.64%	Reduced
380	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$46.7M	+$16.1M	3	2.35%	Increased
381	Capital Group Private Client Services Los Angeles, California	$46.4M	+$21.8M	1	0.51%	Increased
382	Simplex Trading Chicago, Illinois	$46.4M	-$165K	6	0.04%	Reduced
383	MSL Mackay Shields LLC New York	$46M	-$1.56M	2	0.4%	Reduced
384	DFO Duquesne Family Office New York	$45.9M	+$22.8M	1	1.99%	Increased
385	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$45.6M	+$3.16M	3	0.45%	Increased
386	TCM Tran Capital Management San Rafael, California	$45.6M	-$466K	1	4%	Reduced
387	SAM Shell Asset Management The Hague, Netherlands	$45.5M	+$5.78M	3	1.07%	Increased
388	Summit Partners Public Asset Management Boston, Massachusetts	$45.1M	+$45.8M	1	1.6%	New
389	Fenimore Asset Management Cobleskill, New York	$44.5M	-$58.3M	1	1.09%	Reduced
390	WCM Windward Capital Management Los Angeles, California	$43.8M	-$105K	1	3.9%	Reduced
391	Impax Asset Management Group London, United Kingdom	$43.5M	+$3.79M	2	0.18%	Increased
392	HCM Hitchwood Capital Management New York	$43.5M	-$39.8M	1	3.27%	Reduced
393	AAM AMI Asset Management Los Angeles, California	$43.2M	+$328K	1	2.25%	Increased
394	CT Cambridge Trust Cambridge, Massachusetts	$42.8M	-$6.08M	4	1.5%	Reduced
395	Mutual of America Capital Management New York	$42.8M	+$706K	2	0.46%	Increased
396	Two Sigma Advisers New York	$42.8M	-$13.2M	4	0.11%	Reduced
397	Obermeyer Wealth Partners Aspen, Colorado	$42.6M	+$737K	1	2.55%	Increased
398	SL Summitry LLC Foster City, California	$42.1M	+$7.88M	1	2.5%	Increased
399	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$41.9M	-$3.72M	3	0.24%	Reduced
400	MML Investors Services Springfield, Massachusetts	$41.8M	+$2.98M	5	0.3%	Increased