← 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	Locust Wood Capital Advisers New York	$38.9M	+$2.03M	1	2.4%	Increased
377	MFWM Motley Fool Wealth Management Alexandria, Virginia	$38.6M	-$10.7M	1	2.43%	Reduced
378	DFO Duquesne Family Office New York	$38.6M	+$9.04M	1	2.79%	Increased
379	UI Untitled Investments New York	$38.3M	+$38.4M	1	9.49%	New
380	LGT Group Foundation Vaduz, Liechtenstein	$38M	-$2.72M	2	1.16%	Reduced
381	Covea Finance Paris, France	$37.8M	-$11.3M	2	5.3%	Reduced
382	Atalanta Sosnoff Capital New York	$37.7M	-$20.8M	1	1.14%	Reduced
383	Stephens Inc Little Rock, Arkansas	$37.2M	-$2.16M	4	0.75%	Reduced
384	Antipodes Partners Royal Exchange, Australia	$37M	+$38M	1	1.54%	New
385	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$37M	+$10.5M	2	5.27%	Increased
386	Swiss Life Asset Management Zurich,	$36.8M	-$1.81M	2	0.6%	Reduced
387	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$36.4M	+$2.1M	3	0.26%	Increased
388	Rafferty Asset Management New York	$36.4M	-$16.1M	4	0.34%	Reduced
389	Leonteq Securities AG Zurich, Switzerland	$36.3M	-$2.83M	4	1.37%	Reduced
390	Artemis Investment Management Edinburgh, United Kingdom	$36.2M	+$15.9M	2	0.37%	Increased
391	CIBC World Markets New York	$36M	-$3.21M	2	0.34%	Reduced
392	FCM Fernbridge Capital Management Los Angeles, California	$35.9M	-$5.67M	1	5.18%	Reduced
393	WI Wafra Inc New York	$35.5M	+$201K	1	1.35%	Increased
394	Mutual of America Capital Management New York	$35.4M	+$1.01M	2	0.45%	Increased
395	MML Investors Services Springfield, Massachusetts	$35.3M	+$1.58M	5	0.27%	Increased
396	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$35.3M	+$9.53M	3	0.54%	Increased
397	M&T Bank Buffalo, New York	$34.9M	+$6.58M	5	0.16%	Increased
398	TCM Tran Capital Management San Rafael, California	$34.6M	-$894K	1	3.96%	Reduced
399	MGI MayTech Global Investments New York	$34.3M	+$768K	2	10.85%	Increased
400	WCM Windward Capital Management Los Angeles, California	$34.2M	+$208K	1	3.68%	Increased