← 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	CGIM Capital Group Investment Management Raffles Quay, Singapore	$30.4M	+$2.87M	2	1.63%	Increased
452	NewEdge Wealth Pittsburgh, Pennsylvania	$30.4M	+$17K	3	1.15%	Increased
453	Erste Asset Management Vienna, Austria	$30M	+$8.73M	2	0.57%	Increased
454	VEPM Vista Equity Partners Management San Francisco, California	$30M	+$9.18M	1	0.4%	Increased
455	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$29.9M	-$2.37M	2	0.41%	Reduced
456	GCM Glynn Capital Management Menlo Park, California	$29.8M	-$9.25M	2	7.11%	Reduced
457	Commerce Bank Kansas City, Missouri	$29.7M	-$577K	4	0.23%	Reduced
458	Jasper Ridge Partners Menlo Park, California	$29.4M	+$797K	3	1.4%	Increased
459	Atria Investments Charlotte, North Carolina	$29.4M	+$5.56M	3	0.56%	Increased
460	Gotham Asset Management New York	$29.3M	-$8.13M	4	0.71%	Reduced
461	Summit Trail Advisors New York	$29.1M	+$2.39M	5	1.17%	Increased
462	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$29.1M	$0	1	2.84%	Maintained
463	Wealthfront Advisers Palo Alto, California	$28.9M	+$8.48M	4	0.13%	Increased
464	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$28.8M	+$271K	2	1.47%	Increased
465	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$28.8M	+$11.9M	2	1.42%	Increased
466	AE Wealth Management Topeka, Kansas	$28.6M	+$2.14M	3	0.18%	Increased
467	CCM Cinctive Capital Management New York	$28.6M	-$3.16M	1	0.95%	Reduced
468	MIS Morningstar Investment Services Chicago, Illinois	$28.5M	-$1.49M	1	0.38%	Reduced
469	Steward Partners Investment Advisory New York	$28.2M	+$2.76M	5	0.45%	Increased
470	Jacobs Levy Equity Management Florham Park, New Jersey	$28M	+$26M	2	0.17%	New
471	WIM Weitz Investment Management Omaha, Nebraska	$28M	$0	1	1.61%	Maintained
472	NIG NFJ Investment Group Dallas, Texas	$27.8M	-$4.92M	2	0.74%	Reduced
473	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$27.6M	+$3.57M	2	0.92%	Increased
474	Brookfield Corp Toronto, Ontario, Canada	$27.2M	+$15.7M	2	0.1%	Increased
475	TCM Trybe Capital Management Greenwich, Connecticut	$27.1M	+$2.55M	2	14.78%	Increased