← 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	MAMU Marathon Asset Management (UK) London, United Kingdom	$39M	+$8.37M	1	0.64%	Increased
177	EULAV Asset Management Sarasota, Florida	$38.4M	+$410K	2	1.81%	Increased
178	Bank of Nova Scotia Toronto, Ontario, Canada	$38.1M	-$1.68M	2	0.22%	Reduced
179	NFA Nationwide Fund Advisors Columbus, Ohio	$36.9M	+$296K	3	0.15%	Increased
180	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$36.9M	-$590K	1	1.8%	Reduced
181	AAM AO Asset Management New York	$36.4M	+$17.1M	1	7.69%	Increased
182	Riverbridge Partners Minneapolis, Minnesota	$36.4M	-$181K	1	0.72%	Reduced
183	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$36.3M	+$1.49M	3	0.44%	Increased
184	Laurion Capital Management New York	$35.8M	+$29.9M	3	0.16%	Increased
185	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$35M	+$33.1M	1	2.49%	New
186	MLICM Metropolitan Life Insurance Company (MetLife) New York	$34.7M	+$276K	3	0.22%	Increased
187	FA Friess Associates Greenville, Delaware	$34.7M	+$778K	2	3.04%	Increased
188	Calamos Advisors Naperville, Illinois	$34.2M	+$437K	1	0.26%	Increased
189	Atalanta Sosnoff Capital New York	$33.6M	-$983K	2	1.16%	Reduced
190	VanEck Associates New York	$33.1M	+$701K	1	0.17%	Increased
191	SH SeaTown Holdings Singapore	$33M	-$1.57M	2	2.39%	Reduced
192	Raymond James Financial Services Advisors St. Petersburg, Florida	$32.8M	+$2.63M	2	0.21%	Increased
193	TCM Tekne Capital Management New York	$32.6M	$0	1	6.61%	Maintained
194	Balyasny Asset Management Chicago, Illinois	$32.2M	-$67.7M	1	0.13%	Reduced
195	Zurich Cantonal Bank Zurich, Switzerland	$31.7M	+$2.02M	3	0.29%	Increased
196	Waverton Investment Management London, United Kingdom	$31.7M	+$2.02M	1	1.97%	Increased
197	Marshall Wace North America New York	$31.6M	+$13.5M	2	0.2%	Increased
198	William Blair Investment Management Chicago, Illinois	$30.6M	-$396K	1	0.11%	Reduced
199	SC ShearLink Capital New York	$30.5M	+$2.12M	2	12.15%	Increased
200	Lord, Abbett & Co Jersey City, New Jersey	$30.3M	+$18.3M	2	0.09%	Increased