← 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	KCM Kingdon Capital Management New York	$13.6M	+$458K	1	0.95%	Increased
402	Tokio Marine Asset Management Tokyo, Japan	$13.6M	+$12.4M	1	2.38%	Increased
403	TIAA FSB Jacksonville, Florida	$13.5M	-$1.06M	1	0.07%	Reduced
404	CI Cowen Inc New York	$13.5M	-$5.6M	2	1.24%	Reduced
405	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$13.4M	$0	1	2.14%	Maintained
406	Cooke & Bieler Philadelphia, Pennsylvania	$13.2M	+$254K	1	0.22%	Increased
407	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$13.2M	-$134K	1	1.01%	Reduced
408	Jasper Ridge Partners Menlo Park, California	$13.1M	+$4.15M	2	0.72%	Increased
409	GW&K Investment Management Boston, Massachusetts	$13M	+$12.6M	1	0.21%	New
410	MGI MayTech Global Investments New York	$13M	+$584K	1	6.31%	Increased
411	LA Leonetti & Associates Buffalo Grove, Illinois	$12.9M	+$269K	1	3.29%	Increased
412	LF Lannebo Fonder Stockholm, Sweden	$12.7M	$0	1	3.85%	Maintained
413	ORI Oak Ridge Investments Chicago, Illinois	$12.7M	-$671K	1	0.7%	Reduced
414	LSA L & S Advisors Los Angeles, California	$12.6M	+$4.56M	2	1.63%	Increased
415	Munro Partners Melbourne, Australia	$12.5M	+$11.9M	2	7.27%	New
416	SAM Securian Asset Management St Paul, Minnesota	$12.4M	+$785K	1	0.29%	Increased
417	FQ First Quadrant Glendale, California	$12.3M	-$4.97M	2	0.27%	Reduced
418	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$12.2M	-$4.4M	1	1.15%	Reduced
419	KIP Kayak Investment Partners San Francisco, California	$12.2M	+$340K	2	12.23%	Increased
420	BAMCO Inc New York	$12M	-$1.09M	2	0.05%	Reduced
421	BC Breakline Capital New York	$11.9M	+$11.3M	2	9.13%	New
422	NCM Nelson Capital Management Menlo Park, California	$11.9M	+$257K	2	2.74%	Increased
423	Meag Munich Ergo Munich, Germany	$11.8M	+$5.79M	1	0.7%	Increased
424	AGAM Avalon Global Asset Management San Francisco, California	$11.8M	+$37.8K	1	4.08%	Increased
425	Penserra Capital Management Orinda, California	$11.8M	+$1.55M	2	0.72%	Increased