← 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
426	Tocqueville Asset Management New York	$22.9M	-$2.28M	2	0.48%	Reduced
427	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$22.6M	-$182K	1	2.92%	Reduced
428	Marshall Wace North America New York	$22.4M	-$36.4M	2	0.15%	Reduced
429	USS Investment Management London, United Kingdom	$22.4M	+$20M	2	0.23%	New
430	Virginia Retirement Systems Richmond, Virginia	$22.4M	-$7.26M	2	0.26%	Reduced
431	Commerzbank Aktiengesellschaft Frankfurt, Germany	$22.4M	-$3.42M	1	2.39%	Reduced
432	AAM Aureus Asset Management Boston, Massachusetts	$22.4M	+$300K	1	2.44%	Increased
433	CC Cannell & Co New York	$22.3M	+$18.3M	1	0.88%	Increased
434	Vident Investment Advisory Alpharetta, Georgia	$22.2M	+$6.34M	2	1.16%	Increased
435	Trillium Asset Management Boston, Massachusetts	$22M	+$149K	1	0.94%	Increased
436	Creative Planning Overland Park, Kansas	$21.8M	-$15.3K	2	0.06%	Reduced
437	NOCM Night Owl Capital Management Greenwich, Connecticut	$21.7M	+$375K	1	5.17%	Increased
438	Heritage Investors Management Corp Bethesda, Maryland	$21.5M	+$562K	1	1.25%	Increased
439	MC Middleton & Co Boston, Massachusetts	$21.1M	+$2.35M	2	3.04%	Increased
440	KIP Kayak Investment Partners San Francisco, California	$20.9M	-$5.33M	2	8.75%	Reduced
441	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$20.9M	+$2M	2	8.04%	Increased
442	Becker Capital Management Portland, Oregon	$20.8M	+$18.7M	1	1.18%	New
443	FCI Financial Counselors Inc Overland Park, Kansas	$20.6M	+$2.02M	2	0.66%	Increased
444	QAM QCI Asset Management Pittsford, New York	$20.4M	-$466K	1	1.6%	Reduced
445	Pacer Advisors Malvern, Pennsylvania	$20.4M	+$17.6M	2	0.41%	Increased
446	Norinchukin Bank Tokyo, Japan	$20.4M	+$70.3K	2	0.35%	Increased
447	VEPM Vista Equity Partners Management San Francisco, California	$20.3M	+$9.54M	1	0.85%	Increased
448	FA Friess Associates Greenville, Delaware	$20.3M	$0	1	1.9%	Maintained
449	AG Aravt Global New York	$20.3M	-$6.36M	1	4.88%	Reduced
450	Varma Mutual Pension Insurance Co Helsinki, Finland	$20.2M	-$3.74M	1	0.48%	Reduced