← 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	WIM Weitz Investment Management Omaha, Nebraska	$26.2M	$0	1	1.3%	Maintained
402	Daiwa Securities Group Tokyo, Japan	$25.9M	$0	2	0.55%	Maintained
403	TCM Tran Capital Management San Rafael, California	$25.8M	+$23.2M	1	2.99%	New
404	H Hexavest Montreal, Quebec, Canada	$25.7M	-$10.1M	2	0.59%	Reduced
405	Dai-ichi Life Insurance Company Tokyo, Japan	$25.7M	-$429K	2	0.59%	Reduced
406	UMB Bank Kansas City, Missouri	$25.4M	-$115K	2	0.79%	Reduced
407	MLL Moody Lynn & Lieberson Boston, Massachusetts	$25.2M	+$2.81M	2	2.74%	Increased
408	SH SeaTown Holdings Singapore	$25.1M	$0	2	2.02%	Maintained
409	ARK Investment Management St. Petersburg, Florida	$25.1M	-$725K	1	0.27%	Reduced
410	Tokio Marine Asset Management Tokyo, Japan	$24.9M	+$1.29M	2	3.54%	Increased
411	CFM Coronation Fund Managers Cape Town, South Africa	$24.6M	+$11M	1	0.93%	Increased
412	United Capital Financial Advisors Irving, Texas	$24.4M	+$665K	2	0.18%	Increased
413	Samlyn Capital New York	$24.2M	+$21.8M	1	0.45%	New
414	B BP London, United Kingdom	$24.1M	+$565K	2	0.88%	Increased
415	Pzena Investment Management New York	$23.7M	-$6.94M	1	0.15%	Reduced
416	Artemis Investment Management Edinburgh, United Kingdom	$23.7M	+$17.3M	2	0.32%	Increased
417	Associated Banc-Corp Green Bay, Wisconsin	$23.6M	-$3.24M	3	1.06%	Reduced
418	ANI American National Insurance Galveston, Texas	$23.5M	$0	2	1.21%	Maintained
419	Kornitzer Capital Management Shawnee Mission, Kansas	$23.3M	-$13.5M	2	0.47%	Reduced
420	SAM Securian Asset Management St Paul, Minnesota	$23.2M	-$940K	2	0.59%	Reduced
421	GIP Granite Investment Partners El Segundo, California	$23.2M	+$1.81M	1	1.11%	Increased
422	GEM Global Endowment Management Charlotte, North Carolina	$23M	+$1.66M	1	1.72%	Increased
423	Banque Pictet & Cie Geneva 73, Switzerland	$23M	+$678K	2	0.39%	Increased
424	Coatue Management New York	$22.9M	-$7.91M	1	0.2%	Reduced
425	Impax Asset Management Group London, United Kingdom	$22.9M	-$3.65M	1	0.23%	Reduced