← 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	Maryland State Retirement & Pension System Baltimore, Maryland	$31.5M	+$829K	3	0.89%	Increased
502	EPC Emerson Point Capital Larchmont, New York	$31.2M	+$4.17M	2	4.69%	Increased
503	Partners Capital Investment Group Boston, Massachusetts	$31.2M	-$27.6M	1	1.43%	Reduced
504	Gabelli Funds Rye, New York	$31.1M	-$528K	2	0.21%	Reduced
505	AG Aravt Global New York	$31M	+$6.67M	1	8.7%	Increased
506	Kestra Advisory Services Austin, Texas	$31M	+$5.02M	4	0.31%	Increased
507	Beacon Pointe Advisors Newport Beach, California	$30.9M	+$19.5M	3	0.76%	Increased
508	Voloridge Investment Management Jupiter, Florida	$30.8M	-$83.7M	3	0.2%	Reduced
509	MNBTD Moody National Bank Trust Division Galveston, Texas	$30.8M	-$18.1K	2	0.45%	Reduced
510	CCP Clough Capital Partners Boston, Massachusetts	$30.5M	+$3.29M	1	1.85%	Increased
511	Soros Fund Management New York	$30.1M	+$2.61M	1	0.56%	Increased
512	ZDA Zweig-DiMenna Associates New York	$30.1M	+$11.7M	3	2.09%	Increased
513	Jupiter Asset Management London, United Kingdom	$30M	-$3.57M	1	0.34%	Reduced
514	Crossmark Global Holdings Houston, Texas	$29.9M	+$1.42M	3	0.7%	Increased
515	HRT Financial New York	$29.8M	-$42.8M	4	0.18%	Reduced
516	UI Untitled Investments New York	$29.6M	+$140K	1	5.93%	Increased
517	Virginia Retirement Systems Richmond, Virginia	$29.5M	+$14.1M	1	0.3%	Increased
518	BOK Financial Tulsa, Oklahoma	$29.4M	+$28.1M	4	0.5%	New
519	Elo Mutual Pension Insurance Espoo, Finland	$29.3M	+$2.56M	3	0.94%	Increased
520	FCC Founders Circle Capital Campbell, California	$29.2M	$0	1	8.88%	Maintained
521	Sit Investment Associates Minneapolis, Minnesota	$29.1M	+$4.54M	3	0.75%	Increased
522	NAM NorthCoast Asset Management Greenwich, Connecticut	$28.7M	-$180K	2	1.05%	Reduced
523	QIM Quest Investment Management Lake Oswego, Oregon	$28.6M	-$3.63M	2	2.62%	Reduced
524	SW SVB Wealth Boston, Massachusetts	$28.5M	+$394K	3	0.37%	Increased
525	Lido Advisors Los Angeles, California	$28.3M	+$4M	3	0.4%	Increased