← 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	Eastern Bank Boston, Massachusetts	$13.4M	-$976K	1	1.07%	Reduced
202	IRF IBM Retirement Fund Armonk, New York	$13.4M	+$2.68K	3	0.25%	Increased
203	WI Wafra Inc New York	$13.2M	+$778K	1	1.39%	Increased
204	WCM Windward Capital Management Los Angeles, California	$13M	+$220K	1	3.35%	Increased
205	ZDA Zweig-DiMenna Associates New York	$12.9M	+$12M	2	0.54%	New
206	EULAV Asset Management Sarasota, Florida	$12.6M	$0	1	0.65%	Maintained
207	UPA Union Point Advisors San Mateo, California	$12.2M	-$16.2M	2	6.29%	Reduced
208	GL GLG LLC New York	$12.2M	+$10.2M	2	0.35%	Increased
209	Fjarde Ap-fonden Stockholm, Sweden	$12M	-$690K	2	0.28%	Reduced
210	AAM AO Asset Management New York	$11.7M	-$15.6M	1	2.54%	Reduced
211	AAM Ardevora Asset Management London, United Kingdom	$11.6M	-$3.66M	2	2.2%	Reduced
212	Stephens Inc Little Rock, Arkansas	$11.6M	+$132K	2	0.53%	Increased
213	3NC 300 North Capital Pasadena, California	$11.5M	+$25K	1	2.53%	Increased
214	State of New Jersey Common Pension Fund D Trenton, New Jersey	$11.2M	$0	2	0.04%	Maintained
215	QIM Quest Investment Management Lake Oswego, Oregon	$11.2M	-$2.27M	1	1.52%	Reduced
216	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$11M	+$471K	1	1.27%	Increased
217	CC Crosslink Capital Menlo Park, California	$10.9M	-$3.98M	1	1.56%	Reduced
218	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$10.5M	-$5.12M	1	0.03%	Reduced
219	Panagora Asset Management Boston, Massachusetts	$10.5M	-$46K	2	0.05%	Reduced
220	AGAM Avalon Global Asset Management San Francisco, California	$10.3M	-$368K	2	6.71%	Reduced
221	GIP Granite Investment Partners El Segundo, California	$10.2M	+$276K	1	0.88%	Increased
222	TimesSquare Capital Management New York	$10.1M	+$396K	1	0.05%	Increased
223	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.1M	-$97.6K	2	0.2%	Reduced
224	Utah Retirement Systems Salt Lake City, Utah	$10M	+$297K	3	0.26%	Increased
225	EverPoint Asset Management Stamford, Connecticut	$10M	+$7.61M	1	0.19%	Increased