← 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
176
UPA
Union Point Advisors
California
$15.7M +$10.3M 2 7.2% Increased
177
GACM
Green Arrow Capital Management
New York
$15.7M -$13.6M 1 1.33% Reduced
178
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$15.6M +$1.03M 1 0.43% Increased
179
MTIP
Magee Thomson Investment Partners
California
$15.5M +$3.78M 1 3.51% Increased
180
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$15.4M +$15.9M 3 0.45% Increased
181
MGM
Miura Global Management
New York
$15M +$15.9M 1 1.43% New
182
EULAV Asset Management
EULAV Asset Management
Florida
$14.9M +$179K 1 0.81% Increased
183
ACI
AMP Capital Investors
Australia
$14.6M -$20.2M 3 0.1% Reduced
184
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.4M +$15.1M 2 0.16% New
185
Raymond James & Associates
Raymond James & Associates
Florida
$14.3M +$5.02M 1 0.1% Increased
186
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$14.1M +$103K 1 0.08% Increased
187
CCM
Cupps Capital Management
Illinois
$14.1M +$1.3M 2 1.08% Increased
188
TPSF
Texas Permanent School Fund
Texas
$14.1M -$632K 1 0.14% Reduced
189
PIM
Partner Investment Management
California
$13.9M +$3.9M 2 2.56% Increased
190
US Bancorp
US Bancorp
Minnesota
$13.8M +$654K 3 0.06% Increased
191
Stifel Financial
Stifel Financial
Missouri
$13.5M +$14.1M 2 0.13% New
192
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$13.3M -$494K 2 0.06% Reduced
193
EA
Euclid Advisors
Connecticut
$13.1M +$3.57M 1 0.1% Increased
194
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$13.1M +$215K 1 0.1% Increased
195
Aviva
Aviva
United Kingdom
$13M +$808K 1 0.11% Increased
196
IC
Inverness Counsel
New York
$12.7M +$7.31M 1 1.01% Increased
197
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$12.5M +$1.62M 2 0.05% Increased
198
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$12.2M +$503K 2 0.24% Increased
199
AIG
American International Group
New York
$12.1M +$417K 3 0.06% Increased
200
KBC Group
KBC Group
Belgium
$12M -$2.82M 2 0.19% Reduced
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