← 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
501	AP Archon Partners Princeton Junction, New Jersey	$21.8M	-$2.07M	2	3.04%	Reduced
502	Pzena Investment Management New York	$21.7M	-$251K	1	0.09%	Reduced
503	Capital Fund Management (CFM) Paris, France	$21.6M	-$50.8M	3	0.24%	Reduced
504	BOK Financial Tulsa, Oklahoma	$21.5M	-$533K	3	0.39%	Reduced
505	Ghisallo Capital Management Boston, Massachusetts	$21.1M	+$21.9M	1	1.35%	New
506	SW SVB Wealth Boston, Massachusetts	$21.1M	+$370K	3	0.29%	Increased
507	NP NS Partners London, United Kingdom	$21.1M	+$37.2K	1	1.22%	Increased
508	ExodusPoint Capital Management New York	$21.1M	+$2.23M	2	0.31%	Increased
509	Simplex Trading Chicago, Illinois	$21M	+$80.2M	4	0.04%	Increased
510	Elo Mutual Pension Insurance Espoo, Finland	$20.9M	+$443K	2	0.7%	Increased
511	JMFC J.M. Forbes & Co Boston, Massachusetts	$20.5M	+$388K	1	2.86%	Increased
512	Bahl & Gaynor Cincinnati, Ohio	$20.5M	-$149K	1	0.13%	Reduced
513	CC Crosslink Capital Menlo Park, California	$20.4M	+$2.97M	1	3.68%	Increased
514	GIP Granite Investment Partners El Segundo, California	$20.4M	-$761K	1	0.68%	Reduced
515	GIM Grassi Investment Management Santa Clara, California	$20.4M	+$89K	2	2.31%	Increased
516	Kestra Advisory Services Austin, Texas	$20.2M	-$4.78M	3	0.26%	Reduced
517	Oppenheimer & Co New York	$20.2M	+$5.64M	3	0.4%	Increased
518	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$20.2M	-$22.2M	1	2.45%	Reduced
519	DTA Disruptive Technology Advisers Austin, Texas	$20.1M	-$1.1B	1	14.19%	Reduced
520	ET Equitable Trust Nashville, Tennessee	$20.1M	+$3.9M	2	1.5%	Increased
521	Private Advisor Group Morristown, New Jersey	$20M	+$3.84M	3	0.19%	Increased
522	CLCM Center Lake Capital Management West Palm Beach, Florida	$20M	-$42.4M	1	3.7%	Reduced
523	IM Islet Management New York	$20M	+$2.64M	1	0.49%	Increased
524	Achmea Investment Management Zeist, Netherlands	$19.9M	-$924K	2	0.7%	Reduced
525	Picton Mahoney Asset Management Toronto, Ontario, Canada	$19.9M	-$2.83M	1	0.95%	Reduced