← 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
451	Associated Banc-Corp Green Bay, Wisconsin	$26.6M	-$1.64M	3	1.14%	Reduced
452	SAM Sycomore Asset Management Paris, France	$26.4M	+$2.52M	2	7.68%	Increased
453	IFM Investors Melbourne, Australia	$26.3M	+$3.54M	2	1.1%	Increased
454	FA Friess Associates Greenville, Delaware	$26.3M	-$854K	1	2.28%	Reduced
455	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$25.8M	-$1.41M	2	8.02%	Reduced
456	FFA First Foundation Advisors Irvine, California	$25.8M	+$326K	2	1.2%	Increased
457	CC Cannell & Co New York	$25.7M	-$951K	1	0.94%	Reduced
458	CG Cutler Group San Francisco, California	$25.4M	+$1.48M	3	1.57%	Increased
459	UMB Bank Kansas City, Missouri	$25.4M	$0	2	0.79%	Maintained
460	AGF Investments Inc Toronto, Ontario, Canada	$25.3M	-$51.4M	3	0.25%	Reduced
461	MC Maplelane Capital New York	$25.3M	+$22.7M	2	0.46%	Increased
462	Virginia Retirement Systems Richmond, Virginia	$25.2M	-$3.25M	2	0.29%	Reduced
463	HLC Hunt Lane Capital New York	$25.1M	-$14.2M	1	3.7%	Reduced
464	SC Shellback Capital Boston, Massachusetts	$25M	+$21.8M	1	1.93%	New
465	BWC Blue Whale Capital London, United Kingdom	$24.9M	+$1.09M	1	4.82%	Increased
466	NP NS Partners London, United Kingdom	$24.8M	+$3.63M	1	1.63%	Increased
467	DP DSAM Partners London, United Kingdom	$24.8M	+$14.6M	1	4.29%	Increased
468	Vident Investment Advisory Alpharetta, Georgia	$24.8M	-$1.94M	2	1.23%	Reduced
469	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$24.7M	-$2.17M	1	3.01%	Reduced
470	AC Athanor Capital New York	$24.6M	-$12.8M	2	0.94%	Reduced
471	GEM Global Endowment Management Charlotte, North Carolina	$24.6M	$0	1	1.94%	Maintained
472	MLL Moody Lynn & Lieberson Boston, Massachusetts	$24.2M	-$6.7M	2	2.4%	Reduced
473	SW SVB Wealth Boston, Massachusetts	$23.9M	+$1.49M	2	0.39%	Increased
474	UONDDL University of Notre Dame du Lac South Bend, Indiana	$23.8M	+$10.3M	2	7.48%	Increased
475	AGAM Avalon Global Asset Management San Francisco, California	$23.8M	+$6.66M	2	6.39%	Increased