← 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	Raymond James & Associates St Petersburg, Florida	$37.1M	+$1.37M	2	0.12%	Increased
152	CC Carlson Capital Dallas, Texas	$36.1M	-$3.7M	2	0.45%	Reduced
153	Congress Asset Management Boston, Massachusetts	$36.1M	+$37M	1	0.83%	New
154	Nuveen Charlotte, North Carolina	$35.2M	-$2.64M	3	0.22%	Reduced
155	Credit Agricole Montrouge Cedex, France	$34.6M	-$2.54M	2	0.13%	Reduced
156	GCM Glynn Capital Management Menlo Park, California	$34.4M	+$711K	2	11.21%	Increased
157	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$33.8M	+$2.49M	1	0.36%	Increased
158	Dragoneer Investment Group San Francisco, California	$32.7M	+$17.4M	1	8.28%	Increased
159	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$32.6M	+$262K	1	1.79%	Increased
160	Fiera Capital (Canada) Montreal, Quebec, Canada	$30.9M	+$31.7M	1	0.17%	New
161	BAPIM British Airways Pensions Investment Management London, United Kingdom	$30.7M	-$3.45M	1	0.92%	Reduced
162	Picton Mahoney Asset Management Toronto, Ontario, Canada	$29.9M	+$2.65M	1	1.84%	Increased
163	MLICM Metropolitan Life Insurance Company (MetLife) New York	$29.5M	+$223K	3	0.22%	Increased
164	SCM Stevens Capital Management Radnor, Pennsylvania	$28.6M	+$23.3M	2	1.14%	Increased
165	MTIP Magee Thomson Investment Partners San Diego, California	$28.6M	-$2.97M	2	9.99%	Reduced
166	Aperio Group Sausalito, California	$28.5M	+$3.12M	3	0.22%	Increased
167	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$28.2M	+$328K	3	0.37%	Increased
168	GE General Electric Evendale, Ohio	$28.1M	+$652K	1	0.15%	Increased
169	BNP Paribas Asset Management Paris, France	$27.6M	+$1.83M	2	0.23%	Increased
170	Waverton Investment Management London, United Kingdom	$27.4M	-$838K	1	2.06%	Reduced
171	Atalanta Sosnoff Capital New York	$27M	+$13.1M	1	0.9%	Increased
172	AAM AO Asset Management New York	$27M	-$4.75M	1	7.06%	Reduced
173	VFA Virtus Fund Advisers Hartford, Connecticut	$26.6M	+$5.83M	1	0.24%	Increased
174	Primecap Management Pasadena, California	$26.4M	$0	1	0.03%	Maintained
175	US Bancorp Minneapolis, Minnesota	$26.3M	+$7.73M	3	0.1%	Increased