← 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	Oregon Public Employees Retirement Fund Tigard, Oregon	$21M	-$20.9M	2	0.29%	Reduced
402	CC Carlson Capital Dallas, Texas	$20.7M	-$15.9M	1	0.37%	Reduced
403	Obermeyer Wealth Partners Aspen, Colorado	$20.7M	+$827K	1	1.83%	Increased
404	ExodusPoint Capital Management New York	$20.7M	+$15.3M	1	0.39%	Increased
405	MNBTD Moody National Bank Trust Division Galveston, Texas	$20.5M	+$35.3K	2	0.54%	Increased
406	GIP Granite Investment Partners El Segundo, California	$20.2M	-$326K	1	0.95%	Reduced
407	Braun Stacey Associates New York	$20.1M	-$1.73M	1	1.12%	Reduced
408	SAM Securian Asset Management St Paul, Minnesota	$20.1M	+$4.85M	2	0.44%	Increased
409	Tokio Marine Asset Management Tokyo, Japan	$19.9M	+$1.52M	2	3.03%	Increased
410	Aristotle Atlantic Partners Sarasota, Florida	$19.8M	+$17.3M	2	2.53%	Increased
411	RCW Rheos Capital Works Tokyo, Japan	$19.8M	-$40.5M	1	2.04%	Reduced
412	JM Jeneq Management New York	$19.6M	+$18.4M	2	10.25%	New
413	Cambridge Investment Research Advisors Fairfield, Iowa	$19.4M	-$927K	2	0.15%	Reduced
414	Janney Montgomery Scott Philadelphia, Pennsylvania	$19.4M	+$1.01M	2	0.13%	Increased
415	IFM Investors Melbourne, Australia	$19.3M	-$843K	2	0.68%	Reduced
416	LC Lunia Capital Dallas, Texas	$19.3M	-$2.35M	2	6.23%	Reduced
417	MGI MayTech Global Investments New York	$19.1M	+$322K	2	8.33%	Increased
418	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$19.1M	+$897K	2	1.28%	Increased
419	JCM Jag Capital Management St Louis, Missouri	$19.1M	-$25.3M	1	2.17%	Reduced
420	KIP Kayak Investment Partners San Francisco, California	$19M	+$1.02M	2	11.38%	Increased
421	SCM Soros Capital Management New York	$18.7M	+$18M	1	5.13%	New
422	Associated Banc-Corp Green Bay, Wisconsin	$18.6M	+$2.74M	2	0.93%	Increased
423	IP Interval Partners New York	$18.6M	+$17.4M	1	0.67%	New
424	JC Joho Capital New York	$18.6M	+$17.4M	1	2.78%	New
425	QAM QCI Asset Management Pittsford, New York	$18.6M	-$620K	1	1.61%	Reduced