← 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	LF Lannebo Fonder Stockholm, Sweden	$44.8M	$0	1	5.55%	Maintained
427	SC Shellback Capital Boston, Massachusetts	$44.7M	+$41.8M	1	2.61%	New
428	GH GAM Holding Zurich, Switzerland	$44.6M	+$2.32M	2	2.08%	Increased
429	VEPM Vista Equity Partners Management San Francisco, California	$44.4M	-$125M	1	0.43%	Reduced
430	Group One Trading Chicago, Illinois	$44.1M	-$30.2M	3	0.05%	Reduced
431	HAM HHR Asset Management Berkeley Heights, New Jersey	$43.8M	-$7.75M	1	4.6%	Reduced
432	MML Investors Services Springfield, Massachusetts	$43.6M	+$4.83M	5	0.35%	Increased
433	AO Allen Operations New York	$43.5M	-$6.98M	1	6.74%	Reduced
434	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$43.5M	+$222K	3	2.18%	Increased
435	IP Interval Partners New York	$43.5M	+$40.7M	1	1.76%	New
436	SL Summitry LLC Foster City, California	$43.1M	+$10.2M	1	2.69%	Increased
437	Creative Planning Overland Park, Kansas	$43M	-$5.67M	5	0.08%	Reduced
438	Temasek Holdings Singapore	$43M	-$33.1M	2	0.15%	Reduced
439	Steward Partners Investment Advisory New York	$42.8M	+$5.34M	6	0.74%	Increased
440	Williams Jones Wealth Management New York	$42.7M	+$456K	2	0.6%	Increased
441	Silver Lake Group Menlo Park, California	$42.2M	$0	1	0.26%	Maintained
442	SI SQN Investors Menlo Park, California	$41.7M	+$9.54M	1	2.23%	Increased
443	SCM Sandler Capital Management New York	$41.6M	+$16.5M	1	3.69%	Increased
444	TCM Trybe Capital Management Greenwich, Connecticut	$41.1M	$0	3	23.39%	Maintained
445	Norinchukin Bank Tokyo, Japan	$41M	+$2.52M	2	0.57%	Increased
446	Artemis Investment Management Edinburgh, United Kingdom	$40.1M	-$845K	1	0.32%	Reduced
447	Dai-ichi Life Insurance Company Tokyo, Japan	$39.7M	-$1.77M	3	0.52%	Reduced
448	WesBanco Bank Wheeling, West Virginia	$39.7M	-$321K	2	1.52%	Reduced
449	Tokio Marine Asset Management Tokyo, Japan	$39.7M	+$1.88M	3	3.53%	Increased
450	UBS O'Connor Chicago, Illinois	$39.3M	+$16.4M	4	0.31%	Increased