← 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	Maverick Capital Dallas, Texas	$34M	+$36.1M	1	0.84%	Increased
402	PTC Petrus Trust Company Dallas, Texas	$33.7M	+$4.44M	1	4.82%	Increased
403	TC TwinBeech Capital Purchase, New York	$33.6M	-$18.9M	2	1.5%	Reduced
404	CT Cambridge Trust Cambridge, Massachusetts	$33.5M	-$1.24M	4	1.47%	Reduced
405	Obermeyer Wealth Partners Aspen, Colorado	$33.3M	+$195K	1	2.44%	Increased
406	AAM AMI Asset Management Los Angeles, California	$33.2M	-$370K	1	2.11%	Reduced
407	Appaloosa LP Short Hills, New Jersey	$33M	+$35.3M	1	2.07%	New
408	WestEnd Advisors Charlotte, North Carolina	$32.9M	+$35.2M	2	1.04%	New
409	VEPM Vista Equity Partners Management San Francisco, California	$32.7M	+$7.17M	1	0.56%	Increased
410	SG StepStone Group La Jolla, California	$32.5M	$0	1	3.48%	Maintained
411	ExodusPoint Capital Management New York	$32.5M	+$21.5M	4	0.4%	Increased
412	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$32.3M	+$32.3M	1	1.59%	New
413	Curi RMB Capital Chicago, Illinois	$32.2M	-$5.19M	2	1.11%	Reduced
414	Heritage Investors Management Corp Bethesda, Maryland	$32.1M	+$2.95M	2	1.51%	Increased
415	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$32.1M	+$94K	1	3.16%	Increased
416	SL Summitry LLC Foster City, California	$32.1M	-$716K	1	2.34%	Reduced
417	Cubist Systematic Strategies Stamford, Connecticut	$32.1M	-$18.6M	5	0.2%	Reduced
418	TAM TFG Asset Management Grand Cayman, Cayman Islands	$31.8M	+$14M	1	2.18%	Increased
419	Qube Research & Technologies (QRT) London, United Kingdom	$31.4M	-$48.3M	3	0.23%	Reduced
420	Abeille Asset Management France	$31.2M	-$872K	1	1.1%	Reduced
421	SAM Shell Asset Management The Hague, Netherlands	$31.1M	-$6.69M	3	0.92%	Reduced
422	EPC Emerson Point Capital Larchmont, New York	$31M	+$6.96M	1	8.19%	Increased
423	GGHC Gilder Gagnon Howe & Co New York	$31M	-$24.5M	3	0.55%	Reduced
424	Rokos Capital Management (UK) London, United Kingdom	$30.8M	-$19.7M	1	0.9%	Reduced
425	Gabelli Funds Rye, New York	$30.4M	+$4.94M	2	0.23%	Increased