← 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	TP TenCore Partners New York	$42.8M	-$2.44M	1	10.51%	Reduced
402	SL Summitry LLC Foster City, California	$42.6M	-$655K	1	2.69%	Reduced
403	Hudson Bay Capital Management Stamford, Connecticut	$42.6M	+$2.97M	1	0.31%	Increased
404	AH Allen Holding New York	$42.2M	$0	1	5.67%	Maintained
405	Associated Banc-Corp Green Bay, Wisconsin	$41.9M	+$2.73M	1	1.58%	Increased
406	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$41.8M	+$731K	1	3.32%	Increased
407	Crestwood Advisors Group Boston, Massachusetts	$41.7M	+$3.8M	2	1.31%	Increased
408	PTC Petrus Trust Company Dallas, Texas	$41.4M	-$17.4M	2	4.66%	Reduced
409	SAM Sycomore Asset Management Paris, France	$41.1M	-$4.89M	2	9.62%	Reduced
410	GIC GFI Investment Counsel Toronto, Ontario, Canada	$40.9M	+$319K	1	6.23%	Increased
411	Cetera Advisor Networks El Segundo, California	$40.7M	+$837K	5	0.28%	Increased
412	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$40.6M	-$1.65M	3	0.53%	Reduced
413	JCM Jag Capital Management St Louis, Missouri	$40.6M	+$9.84M	2	4.7%	Increased
414	Whittier Trust South Pasadena, California	$40.4M	+$5.1M	4	0.7%	Increased
415	Tocqueville Asset Management New York	$40.1M	-$118K	4	0.72%	Reduced
416	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$40.1M	+$16.4M	4	0.95%	Increased
417	CFM Coronation Fund Managers Cape Town, South Africa	$39.6M	-$37.5M	2	1.07%	Reduced
418	Curi RMB Capital Chicago, Illinois	$39.5M	+$2.13M	2	1.3%	Increased
419	Clear Street New York	$39.3M	+$31.6M	4	0.38%	Increased
420	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$39.2M	+$13M	1	1.33%	Increased
421	CC Crosslink Capital Menlo Park, California	$38.5M	+$3.03M	1	6.36%	Increased
422	B. Metzler seel. Sohn & Co Frankfurt, Germany	$38.5M	+$1.45M	3	0.52%	Increased
423	OFI Invest Asset Management Paris, France	$38.4M	-$937K	1	1.53%	Reduced
424	WestEnd Advisors Charlotte, North Carolina	$38.4M	+$37.1M	1	1.13%	New
425	Cubist Systematic Strategies Stamford, Connecticut	$38.3M	-$32.2M	7	0.25%	Reduced