← 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
Daiwa Securities Group
Daiwa Securities Group
Japan
$45.1M +$2.17M 3 0.3% Increased
402
GEM
Global Endowment Management
North Carolina
$44.9M +$15.3M 2 2.53% Increased
403
Creative Planning
Creative Planning
Kansas
$44.6M -$5.38M 5 0.08% Reduced
404
GIC
GFI Investment Counsel
Ontario, Canada
$44M +$2.33M 1 6.05% Increased
405
Cresset Asset Management
Cresset Asset Management
Illinois
$44M +$27.7M 3 0.62% Increased
406
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$44M +$10.6M 2 0.47% Increased
407
Mutual of America Capital Management
Mutual of America Capital Management
New York
$43.6M +$774K 2 0.43% Increased
408
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$43.6M +$3.06M 2 0.19% Increased
409
Glenmede Trust
Glenmede Trust
Pennsylvania
$43.4M -$4.5M 4 0.22% Reduced
410
PTC
Petrus Trust Company
Texas
$43.3M $0 1 4.57% Maintained
411
Nomura Holdings
Nomura Holdings
Japan
$43.3M -$3.99M 4 0.11% Reduced
412
Curi RMB Capital
Curi RMB Capital
Illinois
$43.2M +$9.28M 2 1.44% Increased
413
HCM
Hollencrest Capital Management
California
$43M -$167K 2 3.93% Reduced
414
KA
Kerrisdale Advisers
Florida
$42.7M +$16.2M 1 3.83% Increased
415
Twin Tree Management
Twin Tree Management
Texas
$42.6M +$10.4M 2 0.11% Increased
416
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$42.4M +$38.6M 2 0.14% Increased
417
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$42.3M +$21.5M 2 0.99% Increased
418
Prudential plc
Prudential plc
United Kingdom
$41.7M -$73.1M 2 0.39% Reduced
419
TIAA FSB
TIAA FSB
Florida
$41.6M +$14.2M 2 0.14% Increased
420
MGI
MayTech Global Investments
New York
$40.9M +$4.42M 2 8.56% Increased
421
AAM
AMI Asset Management
California
$40.7M -$2.04M 1 2.04% Reduced
422
APC
Alta Park Capital
California
$40.7M +$38.4M 1 3.28% New
423
LF
Lannebo Fonder
Sweden
$40.3M $0 1 4.95% Maintained
424
SI
SQN Investors
California
$40.1M -$94M 2 2.17% Reduced
425
Commerce Bank
Commerce Bank
Missouri
$39.9M -$1.04M 3 0.28% Reduced