← 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	Woodline Partners San Francisco, California	$28.9M	-$21.6M	1	0.47%	Reduced
477	HRT Financial New York	$28.8M	+$21.1M	5	0.21%	Increased
478	Atria Investments Charlotte, North Carolina	$28.7M	+$3.55M	3	0.5%	Increased
479	BTP Bloom Tree Partners New York	$28.5M	+$28.9M	1	4.5%	New
480	Cresset Asset Management Chicago, Illinois	$28.3M	-$2.82M	4	0.29%	Reduced
481	EPC Emerson Point Capital Larchmont, New York	$28.2M	-$1.24M	1	5.57%	Reduced
482	AC AltraVue Capital Bellevue, Washington	$28.1M	+$11.6M	1	3.82%	Increased
483	Kestra Advisory Services Austin, Texas	$28.1M	+$5.55M	3	0.29%	Increased
484	Private Advisor Group Morristown, New Jersey	$28M	+$4.9M	3	0.21%	Increased
485	HAM Honeycomb Asset Management New York	$27.8M	+$28M	1	3.57%	New
486	Weiss Multi-Strategy Advisers New York	$27.8M	+$18.8M	2	0.64%	Increased
487	Braun Stacey Associates New York	$27.7M	-$14.5M	2	1.15%	Reduced
488	SAM Securian Asset Management St Paul, Minnesota	$27.7M	-$141K	3	0.54%	Reduced
489	SVGI Sozo Ventures GP I Redwood City, California	$27.5M	$0	1	100%	Maintained
490	AH Allen Holding New York	$27.5M	$0	1	3.56%	Maintained
491	Magellan Asset Management Sydney, Australia	$27.4M	+$27.2M	1	0.11%	Increased
492	APC Alta Park Capital San Francisco, California	$27.3M	-$28.8M	1	3.17%	Reduced
493	LWM Lyell Wealth Management Menlo Park, California	$27.2M	-$44K	2	3.5%	Reduced
494	Becker Capital Management Portland, Oregon	$27.1M	+$251K	2	1.09%	Increased
495	GH GAM Holding Zurich, Switzerland	$27M	+$6.54M	2	1.34%	Increased
496	Crossmark Global Holdings Houston, Texas	$26.9M	+$2.91M	3	0.6%	Increased
497	MC MIG Capital Newport Beach, California	$26.8M	-$7.48M	1	2.75%	Reduced
498	Partners Capital Investment Group Boston, Massachusetts	$26.8M	-$7.8M	1	1.32%	Reduced
499	Polar Asset Management Partners Toronto, Ontario, Canada	$26.7M	+$12.7M	3	0.29%	Increased
500	Orbis Allan Gray Hamilton, Bermuda	$26.7M	+$10.8M	1	0.19%	Increased