← 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	HAM HHR Asset Management Berkeley Heights, New Jersey	$26.6M	-$2.17M	1	4.82%	Reduced
502	Elo Mutual Pension Insurance Espoo, Finland	$26.2M	+$568K	3	0.76%	Increased
503	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$26.1M	+$3.18M	1	0.53%	Increased
504	Artemis Investment Management Edinburgh, United Kingdom	$25.9M	+$1.72M	1	0.21%	Increased
505	Maryland State Retirement & Pension System Baltimore, Maryland	$25.7M	+$298K	3	0.69%	Increased
506	Sit Investment Associates Minneapolis, Minnesota	$25.7M	+$518K	3	0.69%	Increased
507	CAM ClariVest Asset Management San Diego, California	$25.7M	+$1.01M	3	1.01%	Increased
508	WIM Weitz Investment Management Omaha, Nebraska	$25.5M	$0	1	1.13%	Maintained
509	Wolverine Trading Chicago, Illinois	$25.4M	-$12.4M	5	0.03%	Reduced
510	Zacks Investment Management Chicago, Illinois	$25.3M	+$4.25M	3	0.35%	Increased
511	Brinker Capital Investments Berwyn, Pennsylvania	$25.2M	-$3.35M	3	0.39%	Reduced
512	BOK Financial Tulsa, Oklahoma	$24.9M	-$4.57M	3	0.41%	Reduced
513	ECM Ensemble Capital Management San Francisco, California	$24.7M	+$4.63M	1	2.15%	Increased
514	Sequoia Financial Advisors Akron, Ohio	$24.7M	+$4.36M	2	0.62%	Increased
515	BFO Boston Family Office Boston, Massachusetts	$24.4M	+$3.79M	2	1.74%	Increased
516	BCM Beryl Capital Management Redondo Beach, California	$24.3M	+$24.2M	1	1.47%	New
517	Whale Rock Capital Management Boston, Massachusetts	$24.2M	$0	1	0.3%	Maintained
518	Jefferies Group New York	$24.2M	+$8.64M	3	0.15%	Increased
519	Greenleaf Trust Kalamazoo, Michigan	$24.2M	+$1.79M	3	0.29%	Increased
520	TD Waterhouse Canada Toronto, Ontario, Canada	$23.9M	+$7.63M	4	0.23%	Increased
521	HCMG Howard Capital Management Group Los Angeles, California	$23.7M	+$24M	1	2.15%	New
522	Voloridge Investment Management Jupiter, Florida	$23.6M	-$3.1M	2	0.13%	Reduced
523	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$23.6M	+$9.03M	2	0.46%	Increased
524	Ferguson Wellman Capital Management Portland, Oregon	$23.5M	-$2.43M	1	0.74%	Reduced
525	Bridges Investment Management Omaha, Nebraska	$23.5M	+$5.98M	2	0.73%	Increased