← 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
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$35.8M +$35.7M 1 0.54% New
202
TCM
Tekne Capital Management
New York
$35.7M $0 1 7.21% Maintained
203
Calamos Advisors
Calamos Advisors
Illinois
$35.3M -$2.15M 1 0.18% Reduced
204
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.9M +$25.9M 3 0.23% Increased
205
Waverton Investment Management
Waverton Investment Management
United Kingdom
$33.6M -$1.01M 1 1.97% Reduced
206
Comerica Bank
Comerica Bank
Texas
$33.4M +$741K 3 0.22% Increased
207
VanEck Associates
VanEck Associates
New York
$33.2M -$3.06M 1 0.16% Reduced
208
HCM
Hahn Capital Management
California
$33.1M +$6.22M 1 3.12% Increased
209
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$33M +$29.4K 2 0.14% Increased
210
Jefferies Group
Jefferies Group
New York
$32.6M +$25.4M 2 0.15% Increased
211
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$31.7M -$3.02M 3 0.28% Reduced
212
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$31.6M +$7.66M 1 2.26% Increased
213
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$31.5M +$4.09M 2 0.09% Increased
214
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$31.2M -$3.41K 2 0.99% Reduced
215
Moore Capital Management
Moore Capital Management
New York
$30.7M -$31.9M 1 0.56% Reduced
216
WBC
Westpac Banking Corp
Australia
$29.6M +$4.06M 2 0.67% Increased
217
RHBC
R.H. Bluestein & Co
Michigan
$29.5M -$1.4M 1 1.53% Reduced
218
William Blair Investment Management
William Blair Investment Management
Illinois
$29.2M -$4.25M 1 0.11% Reduced
219
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$29M $0 2 0.37% Maintained
220
Martingale Asset Management
Martingale Asset Management
Massachusetts
$28.9M +$1.78M 1 0.38% Increased
221
DI
Dalton Investments
Nevada
$28.6M $0 1 10.79% Maintained
222
Rathbones Group
Rathbones Group
United Kingdom
$28.2M $0 1 1.15% Maintained
223
QIM
Quantitative Investment Management
Virginia
$28.2M +$22.1M 3 0.42% Increased
224
CT
Cambridge Trust
Massachusetts
$27.9M +$323K 1 1.76% Increased
225
Personal Capital Advisors
Personal Capital Advisors
California
$27.8M +$2.2M 1 0.47% Increased