← 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
IG
Ithaka Group
Virginia
$25.2M -$5.02M 1 4.97% Reduced
177
PIMC
Praesidium Investment Management Company
New York
$25.1M -$554K 1 2.03% Reduced
178
Aperio Group
Aperio Group
California
$25M -$701K 3 0.19% Reduced
179
Dragoneer Investment Group
Dragoneer Investment Group
California
$24.7M -$924K 1 5.83% Reduced
180
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$24.7M -$946K 3 0.18% Reduced
181
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$24.6M +$1.57M 2 0.25% Increased
182
Nuveen
Nuveen
North Carolina
$24.6M +$2.61M 3 0.13% Increased
183
Victory Capital Management
Victory Capital Management
Texas
$24.6M -$1.69M 2 0.06% Reduced
184
KIP
Kayak Investment Partners
California
$23.5M +$25.1M 2 13.24% New
185
Waverton Investment Management
Waverton Investment Management
United Kingdom
$23.3M -$225K 1 1.53% Reduced
186
Riverbridge Partners
Riverbridge Partners
Minnesota
$23.2M +$7.28M 1 0.48% Increased
187
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$23M +$18M 1 0.43% Increased
188
GH
GAM Holding
Switzerland
$23M +$9.04M 2 0.4% Increased
189
ACPU
Arrowgrass Capital Partners (US)
Delaware
$22.6M -$3.29M 1 0.26% Reduced
190
GA
Geneva Advisors
Illinois
$22.3M -$24.4M 1 0.44% Reduced
191
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$22.3M -$4.7M 1 0.12% Reduced
192
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$22.2M -$63M 2 0.19% Reduced
193
EULAV Asset Management
EULAV Asset Management
Florida
$22M +$9.1M 2 1.19% Increased
194
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$21.8M +$3.21M 3 0.28% Increased
195
SG Americas Securities
SG Americas Securities
New York
$21.1M +$9.44M 2 0.18% Increased
196
SCM
Stevens Capital Management
Pennsylvania
$20.7M +$12M 2 0.84% Increased
197
Comerica Bank
Comerica Bank
Texas
$20.4M +$289K 3 0.16% Increased
198
CC
Crosslink Capital
California
$20.4M +$6.85M 1 3.26% Increased
199
GEM
Global Endowment Management
North Carolina
$20M -$595K 2 3.11% Reduced
200
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$19.9M +$21.1M 1 0.37% New