← 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	GCM Glynn Capital Management Menlo Park, California	$31.2M	+$7.79M	2	10.16%	Increased
152	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$30.1M	+$636K	1	1.64%	Increased
153	VAM Visium Asset Management New York	$29.9M	+$1.19M	2	0.51%	Increased
154	TM Thrax Management New York	$29.6M	+$8.25M	1	4.62%	Increased
155	AAM AO Asset Management New York	$29.5M	-$16.8M	1	7.81%	Reduced
156	Aviva London, United Kingdom	$29.4M	+$574K	2	0.22%	Increased
157	MTIP Magee Thomson Investment Partners San Diego, California	$29.2M	+$4.05M	2	9.2%	Increased
158	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$29M	+$3.8M	1	0.35%	Increased
159	Canada Life Winnipeg, Manitoba, Canada	$27.6M	+$1.34M	2	0.1%	Increased
160	MLICM Metropolitan Life Insurance Company (MetLife) New York	$27.3M	-$109K	2	0.21%	Reduced
161	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$26.9M	+$3.13M	3	0.35%	Increased
162	Point72 Asset Management Stamford, Connecticut	$26.9M	+$16.1M	1	0.21%	Increased
163	SC ShearLink Capital New York	$26.8M	+$26.5M	2	10.67%	New
164	Waverton Investment Management London, United Kingdom	$26.3M	-$2.69M	1	2.01%	Reduced
165	RCM Riverhead Capital Management Wilmington, Delaware	$26.2M	+$2.44M	1	0.37%	Increased
166	PHS PFM Health Sciences San Francisco, California	$26M	-$17.5M	1	0.8%	Reduced
167	GE General Electric Evendale, Ohio	$25.5M	+$18.3M	1	0.13%	Increased
168	LSCM Light Street Capital Management Palo Alto, California	$25.5M	+$25.1M	2	4.35%	New
169	Victory Capital Management San Antonio, Texas	$25.4M	+$6.85M	2	0.1%	Increased
170	Picton Mahoney Asset Management Toronto, Ontario, Canada	$25.3M	-$6.44M	1	1.62%	Reduced
171	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$25M	-$11.2M	1	0.28%	Reduced
172	DnB Asset Management Oslo, Norway	$24.8M	+$7.9M	2	0.52%	Increased
173	Neuberger Berman Group New York	$24.7M	-$2.98M	2	0.03%	Reduced
174	Primecap Management Pasadena, California	$24.6M	+$1.06M	1	0.03%	Increased
175	Aperio Group Sausalito, California	$24M	+$686K	3	0.21%	Increased