← 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
401	BAMCO Inc New York	$11.4M	-$808K	2	0.05%	Reduced
402	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$11.4M	-$146K	1	0.87%	Reduced
403	Capital Fund Management (CFM) Paris, France	$11.3M	+$11.4M	1	0.06%	New
404	KCM Kingdon Capital Management New York	$11.2M	-$3.52M	1	0.78%	Reduced
405	Andra AP-fonden Goteborg, Sweden	$11.2M	+$594K	2	0.3%	Increased
406	LA Leonetti & Associates Buffalo Grove, Illinois	$11.1M	+$11.2M	1	3.01%	New
407	MAI Marble Arch Investments New York	$11M	-$113M	2	13.41%	Reduced
408	LF Lannebo Fonder Stockholm, Sweden	$10.9M	$0	1	3.74%	Maintained
409	Norinchukin Bank Tokyo, Japan	$10.9M	+$2.17M	1	0.16%	Increased
410	BTP Bloom Tree Partners New York	$10.8M	-$40.8M	1	1.14%	Reduced
411	P Pitcairn Conshohocken, Pennsylvania	$10.7M	-$152K	3	1.14%	Reduced
412	CCM Crestwood Capital Management New York	$10.6M	-$561K	1	5.73%	Reduced
413	BOK Financial Tulsa, Oklahoma	$10.6M	+$3.15M	3	0.29%	Increased
414	MGI MayTech Global Investments New York	$10.6M	+$246K	1	5.92%	Increased
415	Greenleaf Trust Kalamazoo, Michigan	$10.5M	-$1.58K	2	0.2%	Reduced
416	MAM Mark Asset Management New York	$10.4M	+$1.96M	1	2.56%	Increased
417	NM Nokota Management New York	$10.4M	-$31.9M	1	0.16%	Reduced
418	AGAM Avalon Global Asset Management San Francisco, California	$10.4M	+$34.7K	1	3.77%	Increased
419	KIP Kayak Investment Partners San Francisco, California	$10.3M	-$7.89M	2	8.11%	Reduced
420	PPCM Pillar Pacific Capital Management Pacifica, California	$10.1M	-$120K	1	1.17%	Reduced
421	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$10.1M	+$1.59M	1	0.14%	Increased
422	CIBC World Market Toronto, Ontario, Canada	$10M	+$6.79M	2	0.04%	Increased
423	NCM Nelson Capital Management Menlo Park, California	$9.98M	-$51.7K	2	2.56%	Reduced
424	FCI Financial Counselors Inc Overland Park, Kansas	$9.97M	+$1.39M	2	0.46%	Increased
425	SAM Securian Asset Management St Paul, Minnesota	$9.91M	+$283K	1	0.25%	Increased