← 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	CC Cornerstone Capital Palo Alto, California	$34.7M	+$1.84M	2	3.69%	Increased
477	Silver Lake Group Menlo Park, California	$34.6M	$0	1	0.16%	Maintained
478	HAM HHR Asset Management Berkeley Heights, New Jersey	$34.4M	-$7.37M	1	4.1%	Reduced
479	LF Lannebo Fonder Stockholm, Sweden	$34.3M	-$8.43M	1	4.12%	Reduced
480	EPC Emerson Point Capital Larchmont, New York	$34M	+$1.69M	2	5.3%	Increased
481	Brinker Capital Investments Berwyn, Pennsylvania	$34M	-$5.62M	3	0.49%	Reduced
482	AG Aravt Global New York	$33.9M	+$1.62M	1	11.04%	Increased
483	CC Crosslink Capital Menlo Park, California	$33.9M	-$17.2M	1	5.37%	Reduced
484	KC KCL Capital New York	$33.2M	-$16.4M	1	3.37%	Reduced
485	SAM Securian Asset Management St Paul, Minnesota	$33.1M	-$391K	3	0.61%	Reduced
486	Connectus Wealth Cincinnati, Ohio	$32.6M	+$35.6M	2	1.26%	New
487	SG Americas Securities New York	$32.6M	-$2.25M	6	0.18%	Reduced
488	Gabelli Funds Rye, New York	$32.6M	+$156K	2	0.21%	Increased
489	CLCM Center Lake Capital Management West Palm Beach, Florida	$32.5M	-$6.56M	1	5.7%	Reduced
490	Factory Mutual Insurance Waltham, Massachusetts	$32.4M	-$10.2M	1	0.47%	Reduced
491	Dragoneer Investment Group San Francisco, California	$32.3M	-$25.9M	1	0.37%	Reduced
492	LWM Lyell Wealth Management Menlo Park, California	$32.2M	+$407K	2	3.67%	Increased
493	Allstate Corporation Northbrook, Illinois	$32.1M	+$26.4M	3	0.61%	Increased
494	Becker Capital Management Portland, Oregon	$32.1M	+$644K	2	1.27%	Increased
495	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$32.1M	-$903K	1	2.91%	Reduced
496	Trillium Asset Management Boston, Massachusetts	$31.8M	+$1.6M	1	0.75%	Increased
497	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$31.8M	$0	1	0.37%	Maintained
498	Lido Advisors Los Angeles, California	$31.7M	+$5.18M	3	0.35%	Increased
499	Clark Capital Management Group Philadelphia, Pennsylvania	$31.4M	+$1.26M	2	0.39%	Increased
500	Liontrust Investment Partners London, United Kingdom	$31.3M	+$9.64M	2	0.37%	Increased