← 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
Heard Capital LLC
Heard Capital LLC
Illinois
$84.1M +$22.5M 1 5% Increased
377
CIBC World Markets
CIBC World Markets
New York
$84M -$59.5M 4 0.66% Reduced
378
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$84M +$13.8M 3 0.39% Increased
379
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$83.7M -$15.6M 3 2.91% Reduced
380
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$83.6M -$2.58M 3 0.97% Reduced
381
CIS
Connors Investor Services
Pennsylvania
$82.6M -$9M 2 8.2% Reduced
382
Munro Partners
Munro Partners
Australia
$81.7M +$2.41M 2 3.82% Increased
383
Westwood Holdings Group
Westwood Holdings Group
Texas
$80.8M +$7.19M 2 0.61% Increased
384
Groupe la Francaise
Groupe la Francaise
France
$80.5M +$11M 3 1.7% Increased
385
Marsico Capital Management
Marsico Capital Management
Colorado
$79.8M -$9.96M 2 2.74% Reduced
386
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$79.7M +$17.1M 6 0.64% Increased
387
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$79.5M +$6.66M 4 1.4% Increased
388
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$79M -$6.59M 4 0.9% Reduced
389
Andra AP-fonden
Andra AP-fonden
Sweden
$78.5M +$37.3M 4 1.29% Increased
390
Jump Financial
Jump Financial
Illinois
$78M +$85M 5 1.03% Increased
391
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$77.6M +$86.5M 3 0.58% New
392
NSLI
Nan Shan Life Insurance
Taiwan
$77.4M +$86.9M 2 1.83% Increased
393
RC
RGM Capital
Florida
$77.2M -$4.34M 1 3.2% Reduced
394
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$76.9M -$3.41M 1 2.55% Reduced
395
Prudential plc
Prudential plc
United Kingdom
$76.6M +$15.3M 3 0.38% Increased
396
Zacks Investment Management
Zacks Investment Management
Illinois
$76.6M -$9.82M 4 0.72% Reduced
397
Tocqueville Asset Management
Tocqueville Asset Management
New York
$76.3M -$8.26M 4 1.25% Reduced
398
Lido Advisors
Lido Advisors
California
$76M -$1.11M 3 0.34% Reduced
399
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$75.9M -$15M 1 0.43% Reduced
400
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$75.8M +$1.28M 3 1.06% Increased