← 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	Castleark Management Chicago, Illinois	$56.7M	-$831K	1	2.31%	Reduced
427	Two Sigma Advisers New York	$56.5M	-$58M	6	0.13%	Reduced
428	GIC GFI Investment Counsel Toronto, Ontario, Canada	$56.4M	+$6.98M	2	6.55%	Increased
429	Vanguard Personalized Indexing Management Oakland, California	$56.3M	+$7.66M	5	0.91%	Increased
430	Atalanta Sosnoff Capital New York	$56.2M	+$1.48M	1	1.21%	Increased
431	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$55.9M	$0	3	0.61%	Maintained
432	MVIP Mar Vista Investment Partners Los Angeles, California	$55.7M	-$18M	1	3.55%	Reduced
433	O'Shaughnessy Asset Management Stamford, Connecticut	$55.3M	+$5.14M	4	0.49%	Increased
434	J. Safra Sarasin Holding	$54.8M	+$17.9M	3	0.95%	Increased
435	Kestra Advisory Services Austin, Texas	$54.7M	-$3.44M	5	0.3%	Reduced
436	Aquatic Capital Management Chicago, Illinois	$54.6M	+$37M	4	1.43%	Increased
437	WCM Windward Capital Management Los Angeles, California	$54.4M	+$197K	2	4.15%	Increased
438	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$54.4M	-$10.2M	2	1.29%	Reduced
439	AO Allen Operations New York	$54.2M	$0	1	9.13%	Maintained
440	Stephens Inc Little Rock, Arkansas	$53.9M	-$4.59M	4	0.76%	Reduced
441	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$53.9M	+$275K	1	3.3%	Increased
442	BG BDF Gestion Paris, France	$53.8M	-$2.47M	3	5.78%	Reduced
443	AE Wealth Management Topeka, Kansas	$53M	-$5.7M	5	0.48%	Reduced
444	Dai-ichi Life Insurance Company Tokyo, Japan	$52.7M	+$3.11M	3	1.33%	Increased
445	Dana Investment Advisors Waukesha, Wisconsin	$52.5M	-$4.11M	2	1.74%	Reduced
446	MFWM Motley Fool Wealth Management Alexandria, Virginia	$52.4M	-$2.42M	1	2.63%	Reduced
447	Martingale Asset Management Boston, Massachusetts	$52.2M	-$10.1M	3	1.2%	Reduced
448	Meitav Investment House Bene-Beraq, Israel	$52M	-$3.18M	3	0.87%	Reduced
449	Alkeon Capital Management New York	$52M	$0	1	0.09%	Maintained
450	SL Summitry LLC Foster City, California	$51.8M	+$561K	1	2.48%	Increased