← 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
151	Zevenbergen Capital Investments Edmonds, Washington	$22.2M	$0	1	0.77%	Maintained
152	FA Friess Associates Greenville, Delaware	$22.1M	+$21.4M	1	1.66%	New
153	Driehaus Capital Management Chicago, Illinois	$21.7M	+$6M	2	0.78%	Increased
154	Nomura Holdings Tokyo, Japan	$21M	-$17.5M	2	0.1%	Reduced
155	Alkeon Capital Management New York	$21M	-$10.6M	1	0.35%	Reduced
156	GCM Glynn Capital Management Menlo Park, California	$20.7M	+$1.55M	2	7.23%	Increased
157	MLICM Metropolitan Life Insurance Company (MetLife) New York	$20.5M	-$105K	3	0.14%	Reduced
158	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$20.2M	-$3.95M	2	0.06%	Reduced
159	Susquehanna International Group Bala Cynwyd, Pennsylvania	$19.9M	-$1.37M	2	0.01%	Reduced
160	ZDA Zweig-DiMenna Associates New York	$19.9M	+$9.66M	1	0.73%	Increased
161	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$19.8M	+$3.52M	3	0.14%	Increased
162	PAR Capital Management Boston, Massachusetts	$19.3M	-$2.51M	1	0.64%	Reduced
163	Two Sigma Investments New York	$19.2M	+$13.5M	1	0.11%	Increased
164	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$18.9M	+$511K	1	0.96%	Increased
165	IG Ithaka Group Arlington, Virginia	$18.6M	+$2.23M	1	3.51%	Increased
166	WEC White Elm Capital Greenwich, Connecticut	$18.4M	+$5.05M	1	1.66%	Increased
167	QIM Quest Investment Management Lake Oswego, Oregon	$18.1M	-$455K	1	1.56%	Reduced
168	Lord, Abbett & Co Jersey City, New Jersey	$17.8M	+$2.87M	2	0.04%	Increased
169	Gotham Asset Management New York	$17.4M	+$10.8M	1	0.42%	Increased
170	Two Sigma Advisers New York	$17.2M	+$13.8M	2	0.17%	Increased
171	DIA Denver Investment Advisors Denver, Colorado	$17.2M	-$4.97M	2	0.49%	Reduced
172	VOYA Investment Management Atlanta, Georgia	$17.1M	+$11.4K	3	0.04%	Increased
173	Comerica Bank Dallas, Texas	$16.6M	-$236K	3	0.13%	Reduced
174	SG Americas Securities New York	$16.4M	+$5.04M	2	0.07%	Increased
175	Royce & Associates New York	$16.2M	-$7.92M	1	0.05%	Reduced