← 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
476	Artemis Investment Management Edinburgh, United Kingdom	$42.5M	+$42.4M	1	0.38%	New
477	SCP Sandhill Capital Partners Buffalo, New York	$42.5M	-$13.8M	2	3.46%	Reduced
478	Brevan Howard Capital Management St. Helier, Jersey	$42.2M	-$66M	6	0.31%	Reduced
479	UMB Bank Kansas City, Missouri	$42.2M	+$4.89M	5	0.53%	Increased
480	Illinois Municipal Retirement Fund Oak Brook, Illinois	$42.1M	+$9.2M	4	0.47%	Increased
481	HCM HMI Capital Management San Francisco, California	$41.3M	+$16.5M	1	5.8%	Increased
482	Atalanta Sosnoff Capital New York	$41.2M	-$43.3M	2	0.73%	Reduced
483	Luther King Capital Management (LKCM) Fort Worth, Texas	$41.1M	-$12.4M	3	0.17%	Reduced
484	Horizon Investments Charlotte, North Carolina	$40.7M	-$5.82M	4	0.45%	Reduced
485	Primecap Management Pasadena, California	$40.6M	$0	1	0.02%	Maintained
486	TD Waterhouse Canada Toronto, Ontario, Canada	$40.5M	-$2.83M	6	0.11%	Reduced
487	Zacks Investment Management Chicago, Illinois	$40.5M	-$13.7M	4	0.29%	Reduced
488	Leonteq Securities AG Zurich, Switzerland	$40.1M	+$19.2M	4	1.38%	Increased
489	MUFG Securities EMEA London, United Kingdom	$39.9M	-$21.2M	3	0.42%	Reduced
490	Fideuram Asset Management (Ireland) Dublin 1,	$39.9M	+$34.8M	5	0.76%	Increased
491	CU CDAM (UK) London, United Kingdom	$39.3M	-$3.79M	1	10.14%	Reduced
492	Mizuho Securities USA New York	$39M	+$8.72M	3	0.63%	Increased
493	RiverFront Investment Group Richmond, Virginia	$38.7M	+$13.3M	3	0.51%	Increased
494	Aptus Capital Advisors Fairhope, Alabama	$38.5M	-$5.9M	3	0.26%	Reduced
495	Allstate Corporation Northbrook, Illinois	$38.4M	-$21.7M	5	0.38%	Reduced
496	Stephens Inc Little Rock, Arkansas	$38.3M	-$8.97M	3	0.43%	Reduced
497	Waverly Advisors Birmingham, Alabama	$38.1M	-$898K	4	0.22%	Reduced
498	Boston Partners Boston, Massachusetts	$38M	+$39.7M	2	0.03%	Increased
499	DG DigitalBridge Group Boca Raton, Florida	$37.9M	+$1.16M	1	2.27%	Increased
500	Jump Financial Chicago, Illinois	$37.7M	-$1.72M	4	0.3%	Reduced