← 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
526	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$54.8M	-$6.94M	3	1.29%	Reduced
527	Alkeon Capital Management New York	$54.3M	$0	1	0.08%	Maintained
528	ST Sentinel Trust Houston, Texas	$53.6M	-$5.12M	1	5.46%	Reduced
529	Advisors Asset Management Monument, Colorado	$53.6M	+$5.49M	6	0.91%	Increased
530	Generali Asset Management Trieste, Italy	$53.5M	+$3.93M	3	1.14%	Increased
531	BCM Benchstone Capital Management New York	$53.5M	-$1.06M	2	7.29%	Reduced
532	Capital Fund Management (CFM) Paris, France	$53.3M	+$26.4M	2	0.14%	Increased
533	OFI Invest Asset Management Paris, France	$52.8M	+$1.78M	2	1.11%	Increased
534	Meitav Investment House Bene-Beraq, Israel	$52.8M	+$3.46M	1	0.7%	Increased
535	Engineers Gate Manager New York	$52.7M	-$29.2M	7	0.6%	Reduced
536	SFM Stack Financial Management Whitefish, Montana	$52.4M	+$55.8M	1	4.35%	New
537	Voleon Capital Management Berkeley, California	$52.4M	+$34.7M	4	1.28%	Increased
538	ONGA O'Neil Global Advisors Los Angeles, California	$52.3M	+$17.6M	1	9.63%	Increased
539	Welch & Forbes Boston, Massachusetts	$52.2M	+$1.46M	3	0.63%	Increased
540	BFO Boston Family Office Boston, Massachusetts	$52.1M	+$657K	3	3.31%	Increased
541	FAS Formuepleje A/S Aarhus C, Denmark	$51.8M	+$44.6M	2	2.92%	Increased
542	Dai-ichi Life Insurance Company Tokyo, Japan	$51.4M	+$1.1M	3	1.29%	Increased
543	HC Henshaw Capital Woburn, Massachusetts	$51.3M	$0	1	1.91%	Maintained
544	Banque Transatlantique Paris, France	$51.2M	+$22.5M	3	1.25%	Increased
545	Capital International Los Angeles, California	$51.1M	-$197K	3	1.85%	Reduced
546	Martingale Asset Management Boston, Massachusetts	$50.9M	+$2.3M	4	1.28%	Increased
547	Achmea Investment Management Zeist, Netherlands	$50.9M	-$42M	2	0.63%	Reduced
548	Kentucky Retirement Systems Frankfort, Kentucky	$50.9M	+$512K	3	1.41%	Increased
549	Profund Advisors Bethesda, Maryland	$50.5M	+$501K	4	1.64%	Increased
550	D.A. Davidson & Co Great Falls, Montana	$50.5M	+$666K	5	0.32%	Increased