← 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	Varma Mutual Pension Insurance Co Helsinki, Finland	$33.8M	+$20.8M	2	0.6%	Increased
427	MGI MayTech Global Investments New York	$33.7M	+$307K	2	8.01%	Increased
428	UONDDL University of Notre Dame du Lac South Bend, Indiana	$33.6M	+$10.6M	2	9.06%	Increased
429	MNBTD Moody National Bank Trust Division Galveston, Texas	$33.5M	$0	2	0.86%	Maintained
430	Steward Partners Investment Advisory New York	$33.4M	+$1.45M	3	0.72%	Increased
431	Commerce Bank Kansas City, Missouri	$33.2M	-$7.51M	3	0.27%	Reduced
432	Wolverine Trading Chicago, Illinois	$32.8M	+$27.4M	3	0.05%	Increased
433	Locust Wood Capital Advisers New York	$32.6M	-$8.44M	1	1.86%	Reduced
434	CCI Columbus Circle Investors	$32.5M	-$7.1M	1	1.42%	Reduced
435	XEA XN Exponent Advisors New York	$32.2M	+$35.2M	1	2.1%	New
436	Davidson Kempner Capital Management New York	$31.6M	+$29.8M	1	0.37%	New
437	MCM McKinley Capital Management Anchorage, Alaska	$31.4M	+$4.01K	2	2.24%	Increased
438	CAM ClariVest Asset Management San Diego, California	$31M	-$5.24M	2	1.06%	Reduced
439	NOCM Night Owl Capital Management Greenwich, Connecticut	$31M	+$298K	1	5.97%	Increased
440	Tocqueville Asset Management New York	$31M	+$1.2M	2	0.52%	Increased
441	Norinchukin Bank Tokyo, Japan	$30.9M	-$139K	2	0.44%	Reduced
442	SAM Sycomore Asset Management Paris, France	$30.8M	+$6.19M	2	6.45%	Increased
443	Regions Financial Corp Birmingham, Alabama	$30.6M	-$2.98M	3	0.3%	Reduced
444	BWC Blue Whale Capital London, United Kingdom	$30.4M	+$9.1M	1	4.33%	Increased
445	WMC Westwood Management Corporation Chicago, Illinois	$30M	-$316K	1	2.52%	Reduced
446	ANI American National Insurance Galveston, Texas	$29.9M	$0	2	1.27%	Maintained
447	IFM Investors Melbourne, Australia	$29.6M	+$4.56M	2	0.94%	Increased
448	UMB Bank Kansas City, Missouri	$29.4M	-$828K	2	0.79%	Reduced
449	United Capital Financial Advisors Irving, Texas	$29.4M	+$2.63M	4	0.18%	Increased
450	Vident Investment Advisory Alpharetta, Georgia	$29.3M	+$1.75M	2	1.19%	Increased