← 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	HSC Harbor Spring Capital New York	$39.4M	$0	1	3.72%	Maintained
402	TCM Tran Capital Management San Rafael, California	$39.3M	-$1.5M	1	3.64%	Reduced
403	Mutual of America Capital Management New York	$39.1M	-$1.17M	2	0.44%	Reduced
404	Sarasin & Partners London, United Kingdom	$38.8M	-$586K	1	0.51%	Reduced
405	MUFG Securities EMEA London, United Kingdom	$38.6M	+$30.3M	2	0.29%	Increased
406	HCM Hollencrest Capital Management Newport Beach, California	$37.7M	-$2.57M	1	3.93%	Reduced
407	Stephens Inc Little Rock, Arkansas	$37.5M	+$2.31M	3	0.67%	Increased
408	EPC Emerson Point Capital Larchmont, New York	$37.3M	+$11.8M	2	6.15%	Increased
409	Glenmede Trust Philadelphia, Pennsylvania	$36.8M	+$789K	4	0.2%	Increased
410	GCM Glynn Capital Management Menlo Park, California	$36.8M	-$3.97M	2	3.57%	Reduced
411	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$36.7M	+$4.09M	2	0.98%	Increased
412	PTC Petrus Trust Company Dallas, Texas	$36.7M	+$1.24M	1	3.64%	Increased
413	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$36.5M	+$431K	2	2.07%	Increased
414	ZDA Zweig-DiMenna Associates New York	$36.4M	-$9.43M	2	2.31%	Reduced
415	Jasper Ridge Partners Menlo Park, California	$35.9M	$0	2	1.59%	Maintained
416	Acadian Asset Management Boston, Massachusetts	$35.7M	-$1.25M	3	0.14%	Reduced
417	Leonteq Securities AG Zurich, Switzerland	$35.4M	+$38.4M	3	1.89%	New
418	QIM Quest Investment Management Lake Oswego, Oregon	$34.9M	+$1.46M	2	3.14%	Increased
419	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$34.6M	+$467K	1	1.7%	Increased
420	LF Lannebo Fonder Stockholm, Sweden	$34.5M	+$3.65M	1	4.58%	Increased
421	OC Oakmont Corp Los Angeles, California	$34.3M	-$3.63M	1	3.05%	Reduced
422	Braun Stacey Associates New York	$34.3M	-$1.1M	1	1.54%	Reduced
423	PM Precept Management Dallas, Texas	$34.2M	-$9.52M	2	13.84%	Reduced
424	GIC GFI Investment Counsel Toronto, Ontario, Canada	$34.1M	+$2.9M	1	6.36%	Increased
425	Williams Jones Wealth Management New York	$33.9M	+$885K	2	0.55%	Increased