← 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
551	BNP Paribas Paris, France	$37.7M	-$22M	3	1.2%	Reduced
552	B BloombergSen Toronto, Ontario, Canada	$37.5M	+$42.2M	1	2.86%	New
553	Mizuho Securities USA New York	$37.4M	-$8.39M	3	0.88%	Reduced
554	BCP BSN Capital Partners London, United Kingdom	$37.4M	$0	1	0.95%	Maintained
555	Zevenbergen Capital Investments Edmonds, Washington	$37.2M	-$34.6M	1	1.07%	Reduced
556	Harvest Fund Management Beijing, China	$37M	-$10.4M	2	1.57%	Reduced
557	Tocqueville Asset Management New York	$36.9M	-$1.13M	4	0.55%	Reduced
558	PIMC Praesidium Investment Management Company New York	$36.9M	+$1.52M	1	8.81%	Increased
559	Balyasny Asset Management Chicago, Illinois	$36.8M	-$84.4M	5	0.05%	Reduced
560	BFO Boston Family Office Boston, Massachusetts	$36.7M	-$985K	3	2.44%	Reduced
561	DF Dent & Co Baltimore, Maryland	$36.5M	-$8M	1	0.7%	Reduced
562	Erste Asset Management Vienna, Austria	$36.3M	-$37.3M	4	0.34%	Reduced
563	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$36.2M	-$364K	1	2.27%	Reduced
564	Advisors Capital Management Ridgewood, New Jersey	$36.2M	+$15M	3	0.42%	Increased
565	GIM Generate Investment Management Auckland, New Zealand	$36.1M	+$14.1M	2	1.78%	Increased
566	DJE Kapital 82049 Pullach, Germany	$35.9M	+$31.4M	2	0.8%	Increased
567	Wedbush Securities Los Angeles, California	$35.8M	+$2.05M	5	1.05%	Increased
568	Trillium Asset Management Boston, Massachusetts	$35.5M	+$984K	2	1.18%	Increased
569	Farther Finance Advisors San Francisco, California	$35.4M	-$5.83K	6	0.33%	Reduced
570	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$35.2M	-$685K	3	1.12%	Reduced
571	UCMOK United Capital Management of KS Salina, Kansas	$35.2M	-$15.8M	1	5.33%	Reduced
572	AIA Group Hong Kong	$35.1M	-$15.2M	2	0.51%	Reduced
573	SCM Stevens Capital Management Radnor, Pennsylvania	$35M	+$21.3M	3	5.4%	Increased
574	Benjamin Edwards Inc Clayton, Missouri	$35M	+$1.33M	3	0.35%	Increased
575	Foundations Investment Advisors Phoenix, Arizona	$34.9M	+$5.53M	4	0.43%	Increased