← 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	MC Maplelane Capital New York	$32.2M	+$10.6M	1	0.59%	Increased
177	Atalanta Sosnoff Capital New York	$32.1M	-$936K	2	1.13%	Reduced
178	MLICM Metropolitan Life Insurance Company (MetLife) New York	$31.9M	+$370K	3	0.22%	Increased
179	SH SeaTown Holdings Singapore	$31.4M	+$10.4M	2	4.39%	Increased
180	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$31.4M	+$27.8M	2	0.24%	Increased
181	Calamos Advisors Naperville, Illinois	$31.3M	-$544K	1	0.23%	Reduced
182	Stifel Financial St. Louis, Missouri	$31.3M	+$7.73M	3	0.12%	Increased
183	FA Friess Associates Greenville, Delaware	$31M	$0	2	2.82%	Maintained
184	TCM Tekne Capital Management New York	$30.3M	$0	1	6.54%	Maintained
185	VanEck Associates New York	$30M	+$938K	1	0.16%	Increased
186	IG Ithaka Group Arlington, Virginia	$29.8M	+$272K	1	5.41%	Increased
187	MAMU Marathon Asset Management (UK) London, United Kingdom	$29.6M	+$15.8M	1	0.51%	Increased
188	William Blair Investment Management Chicago, Illinois	$28.7M	-$294K	1	0.1%	Reduced
189	Nomura Asset Management Tokyo, Japan	$27.8M	+$418K	2	0.37%	Increased
190	Raymond James Financial Services Advisors St. Petersburg, Florida	$27.8M	+$3.08M	2	0.19%	Increased
191	GA Geneva Advisors Chicago, Illinois	$27.8M	-$128K	1	0.48%	Reduced
192	Waverton Investment Management London, United Kingdom	$27.4M	-$2.01M	1	1.79%	Reduced
193	Zurich Cantonal Bank Zurich, Switzerland	$27.3M	-$3.59M	2	0.27%	Reduced
194	Cullen/Frost Bankers San Antonio, Texas	$26.5M	+$965K	2	0.89%	Increased
195	Alpha Wave Global New York	$26M	-$5.1M	1	4.56%	Reduced
196	Eagle Asset Management St Petersburg, Florida	$26M	+$6M	1	0.16%	Increased
197	SC ShearLink Capital New York	$25.9M	-$14.2M	2	11.41%	Reduced
198	DekaBank Deutsche Girozentrale Frankfurt, Germany	$25.4M	+$1.54M	2	0.2%	Increased
199	Comerica Bank Dallas, Texas	$24.8M	+$246K	3	0.19%	Increased
200	CT Cambridge Trust Cambridge, Massachusetts	$24.1M	-$1.01M	1	1.66%	Reduced