← 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
201	Fjarde Ap-fonden Stockholm, Sweden	$11.3M	-$381K	2	0.24%	Reduced
202	EULAV Asset Management Sarasota, Florida	$11.2M	-$4.19M	1	0.6%	Reduced
203	WI Wafra Inc New York	$11M	+$9.85M	1	1.13%	Increased
204	Aperio Group Sausalito, California	$11M	+$1.42M	3	0.14%	Increased
205	HC Hillman Company Pittsburgh, Pennsylvania	$10.9M	+$10.1M	1	6.81%	New
206	Parallax Volatility Advisers San Francisco, California	$10.9M	+$1.02M	2	0.03%	Increased
207	CPIM Columbia Partners Investment Management Alexandria, Virginia	$10.9M	-$228K	1	0.56%	Reduced
208	HCMT Highland Capital Management (Texas) Dallas, Texas	$10.7M	-$2.34M	1	0.36%	Reduced
209	DIA Denver Investment Advisors Denver, Colorado	$10.6M	-$3.11M	2	0.34%	Reduced
210	Fisher Asset Management Camas, Washington	$10.6M	+$1.8M	2	0.02%	Increased
211	Stephens Inc Little Rock, Arkansas	$10M	-$850K	2	0.48%	Reduced
212	3NC 300 North Capital Pasadena, California	$9.89M	+$9.28M	1	2.28%	New
213	State of New Jersey Common Pension Fund D Trenton, New Jersey	$9.75M	+$2.95M	2	0.04%	Increased
214	Arizona State Retirement System Phoenix, Arizona	$9.74M	+$236K	1	0.11%	Increased
215	Employees Retirement System of Texas Austin, Texas	$9.54M	-$884K	1	0.12%	Reduced
216	SCM Sandler Capital Management New York	$9.49M	-$3.83M	1	0.5%	Reduced
217	CC Curian Capital Denver, Colorado	$9.4M	-$323K	1	0.16%	Reduced
218	MCM McKinley Capital Management Anchorage, Alaska	$9.39M	-$2.66M	1	0.38%	Reduced
219	Panagora Asset Management Boston, Massachusetts	$9.33M	-$14.2K	2	0.05%	Reduced
220	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$9.31M	$0	1	1.14%	Maintained
221	AGAM Avalon Global Asset Management San Francisco, California	$9.26M	+$1.59M	2	8%	Increased
222	Nomura Holdings Tokyo, Japan	$9.22M	+$426K	2	0.02%	Increased
223	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$9.03M	-$82.5K	2	0.18%	Reduced
224	CCP Clough Capital Partners Boston, Massachusetts	$8.82M	+$8.77M	1	0.32%	New
225	GIP Granite Investment Partners El Segundo, California	$8.81M	-$1.04M	1	0.99%	Reduced