← 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
601	Orbis Allan Gray Hamilton, Bermuda	$20.5M	$0	1	0.14%	Maintained
602	Synovus Financial Columbus, Georgia	$20.4M	+$3.67M	3	0.22%	Increased
603	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$20.4M	$0	1	2.43%	Maintained
604	SCA Spearhead Capital Advisors Wellington, Florida	$20.3M	+$850K	2	2.71%	Increased
605	ASP Adams Street Partners Chicago, Illinois	$20.3M	+$9.09M	1	2.61%	Increased
606	AFT Alpha Family Trust Los Angeles, California	$20.3M	$0	1	6.57%	Maintained
607	CA Cullinan Associates Louisville, Kentucky	$20.1M	-$1.47M	1	1.11%	Reduced
608	Cetera Investment Advisers Schaumburg, Illinois	$20.1M	+$1.77M	3	0.32%	Increased
609	Verition Fund Management Greenwich, Connecticut	$20.1M	+$1.17M	6	0.17%	Increased
610	Huntington National Bank Columbus, Ohio	$20.1M	+$779K	4	0.2%	Increased
611	CIS Connors Investor Services Wyomissing, Pennsylvania	$20.1M	-$6.1M	1	2.12%	Reduced
612	BM Brandywine Managers Hockessin, Delaware	$20.1M	+$13.5M	3	20.95%	Increased
613	Mercer Global Advisors Denver, Colorado	$20M	+$1.8M	4	0.14%	Increased
614	PIM Progressive Investment Management Lake Oswego, Oregon	$20M	+$50.2K	2	5.94%	Increased
615	SSA South Street Advisors New York	$20M	-$404K	1	3.81%	Reduced
616	CCM Cinctive Capital Management New York	$19.8M	-$181K	1	0.97%	Reduced
617	RC Renaissance Capital Stamford, Connecticut	$19.6M	-$28.3M	3	3.95%	Reduced
618	OA Oak Associates Akron, Ohio	$19.6M	$0	1	1.11%	Maintained
619	TAM Taurus Asset Management New York	$19.5M	-$127K	2	2.03%	Reduced
620	HCM Hahn Capital Management Walnut Creek, California	$19.5M	-$567K	1	3.81%	Reduced
621	AGAM Avalon Global Asset Management San Francisco, California	$19.5M	-$1.21M	1	3.13%	Reduced
622	QIM Quantitative Investment Management Charlottesville, Virginia	$19.3M	+$608K	2	1.75%	Increased
623	GAM Gemmer Asset Management Walnut Creek, California	$19.2M	-$22.6K	3	2.65%	Reduced
624	KeyBank National Association Cleveland, Ohio	$19.2M	+$641K	3	0.08%	Increased
625	Ferguson Wellman Capital Management Portland, Oregon	$19.1M	+$17.9M	1	0.62%	New