← 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
Harvard Management Company
Harvard Management Company
Massachusetts
$34.9M -$170M 1 1.95% Reduced
402
PVH
Psagot Value Holdings
Israel
$34.5M +$17.8M 1 0.77% Increased
403
PAI
Pittenger & Anderson Inc
Nebraska
$34.4M +$378K 3 1.86% Increased
404
Man Group
Man Group
United Kingdom
$33.7M -$54.9M 3 0.15% Reduced
405
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$33.6M -$14.5M 1 0.18% Reduced
406
FC
Franchise Capital
Cayman Islands
$33.5M +$34.8M 1 3.31% New
407
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$33.4M -$1.07M 2 0.88% Reduced
408
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$33.2M +$962K 2 0.52% Increased
409
Jasper Ridge Partners
Jasper Ridge Partners
California
$33.1M $0 2 1.52% Maintained
410
Vident Investment Advisory
Vident Investment Advisory
Georgia
$33M +$6.64M 2 1.11% Increased
411
Temasek Holdings
Temasek Holdings
Singapore
$33M +$9.73M 1 0.13% Increased
412
QIM
Quest Investment Management
Oregon
$32.9M +$431K 2 3.01% Increased
413
MGI
MayTech Global Investments
New York
$32M +$583K 2 7.69% Increased
414
CBT
Capital Bank & Trust
California
$32M -$27.5M 2 0.38% Reduced
415
Trillium Asset Management
Trillium Asset Management
Massachusetts
$31.9M +$5.06M 1 1.01% Increased
416
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$31.8M +$33.4M 1 2.78% New
417
IFM Investors
IFM Investors
Australia
$31.7M +$4.22M 2 0.85% Increased
418
WesBanco Bank
WesBanco Bank
West Virginia
$31.4M +$33M 2 1.24% New
419
MML Investors Services
MML Investors Services
Massachusetts
$31.3M +$5.04M 4 0.3% Increased
420
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$31.2M -$6.45M 3 0.62% Reduced
421
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$31.1M +$6.27M 3 3.18% Increased
422
Balyasny Asset Management
Balyasny Asset Management
Illinois
$30.8M -$17.2M 1 0.15% Reduced
423
IEQ Capital
IEQ Capital
California
$30.4M +$9.71M 3 1.25% Increased
424
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$30.3M +$2.99M 4 0.17% Increased
425
BWC
Blue Whale Capital
United Kingdom
$30.3M +$1.45M 1 4% Increased