← 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	EPC Emerson Point Capital Larchmont, New York	$30.2M	-$3.94M	2	4.22%	Reduced
427	Steward Partners Investment Advisory New York	$30.2M	-$1.31M	3	0.53%	Reduced
428	CMG Cavalry Management Group San Francisco, California	$30.1M	+$31.7M	1	2.79%	New
429	Regions Financial Corp Birmingham, Alabama	$29.1M	+$85.4K	4	0.26%	Increased
430	Curi RMB Capital Chicago, Illinois	$28.9M	+$5.16M	2	1.07%	Increased
431	Norinchukin Bank Tokyo, Japan	$28.9M	-$156K	2	0.4%	Reduced
432	MICM Matthews International Capital Management San Francisco, California	$28.8M	+$29.8M	1	1.2%	New
433	Heritage Investors Management Corp Bethesda, Maryland	$28.8M	+$1.53M	1	1.28%	Increased
434	TCM Trybe Capital Management Greenwich, Connecticut	$28.8M	+$9.7M	3	22.21%	Increased
435	RCM Ratan Capital Management Miami Beach, Florida	$28.7M	+$18.6M	1	3.15%	Increased
436	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$28.7M	+$7.92M	2	0.33%	Increased
437	Braun Stacey Associates New York	$28.6M	-$2.7M	1	1.2%	Reduced
438	MC Middleton & Co Boston, Massachusetts	$28.6M	+$1.92M	2	3.22%	Increased
439	UMB Bank Kansas City, Missouri	$28.5M	+$531K	2	0.7%	Increased
440	Whittier Trust South Pasadena, California	$28.5M	+$2.75M	2	0.55%	Increased
441	NOCM Night Owl Capital Management Greenwich, Connecticut	$28.4M	+$233K	1	5.78%	Increased
442	Qube Research & Technologies (QRT) London, United Kingdom	$28.3M	+$14.1M	3	0.45%	Increased
443	FCI Financial Counselors Inc Overland Park, Kansas	$28.1M	+$2.18M	2	0.65%	Increased
444	AAM Aureus Asset Management Boston, Massachusetts	$27.9M	+$2M	1	2.17%	Increased
445	Castle Hook Partners New York	$27.6M	-$15M	1	2.51%	Reduced
446	Primecap Management Pasadena, California	$27.5M	+$17.8M	1	0.02%	Increased
447	AAM Anglepoint Asset Management George Town, Cayman Islands	$27.4M	-$34.5M	1	2.14%	Reduced
448	CC Cannell & Co New York	$27.2M	-$13M	2	0.85%	Reduced
449	CPW Catalyst Private Wealth San Mateo, California	$27.1M	+$31.4M	2	19.06%	Increased
450	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$27.1M	$0	1	3.38%	Maintained