← 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	EULAV Asset Management Sarasota, Florida	$41.8M	-$2.85M	2	2%	Reduced
202	Riverbridge Partners Minneapolis, Minnesota	$40.8M	-$741K	1	0.75%	Reduced
203	Atalanta Sosnoff Capital New York	$40.6M	-$582K	2	1.35%	Reduced
204	Zurich Cantonal Bank Zurich, Switzerland	$40.6M	+$3.89M	3	0.37%	Increased
205	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$39.2M	+$9.84M	1	0.8%	Increased
206	Tocqueville Asset Management New York	$38.3M	+$7.91M	2	0.49%	Increased
207	Nomura Holdings Tokyo, Japan	$38.1M	+$19M	2	0.07%	Increased
208	NM Nokota Management New York	$37.9M	+$8.61M	1	0.52%	Increased
209	ESCM Echo Street Capital Management New York	$36.9M	+$17.3M	2	1.08%	Increased
210	Carillon Tower Advisers St. Petersburg, Florida	$36.3M	+$2.26M	1	0.28%	Increased
211	VanEck Associates New York	$36.1M	-$1.62M	1	0.18%	Reduced
212	RHBC R.H. Bluestein & Co Birmingham, Michigan	$35.9M	+$2.32M	1	1.97%	Increased
213	Waverton Investment Management London, United Kingdom	$35.9M	-$2.34M	1	2.1%	Reduced
214	WBC Westpac Banking Corp Sydney, Australia	$35.8M	+$1.06M	2	0.71%	Increased
215	Comerica Bank Dallas, Texas	$35.2M	-$1.18M	3	0.25%	Reduced
216	DekaBank Deutsche Girozentrale Frankfurt, Germany	$35.1M	+$2.82M	2	0.24%	Increased
217	Quadrature Capital London, United Kingdom	$35.1M	+$33.8M	2	2.73%	New
218	Picton Mahoney Asset Management Toronto, Ontario, Canada	$35.1M	-$919K	1	2.52%	Reduced
219	Personal Capital Advisors Redwood City, California	$34.2M	+$2.47M	1	0.53%	Increased
220	Gulf International Bank (UK) London, United Kingdom	$33.9M	+$37.9K	2	0.44%	Increased
221	William Blair Investment Management Chicago, Illinois	$32.5M	-$726K	1	0.12%	Reduced
222	PNC Financial Services Group Pittsburgh, Pennsylvania	$32.2M	+$1.85M	3	0.03%	Increased
223	Rathbones Group Liverpool, United Kingdom	$32.1M	$0	1	1.31%	Maintained
224	Fjarde Ap-fonden Stockholm, Sweden	$32.1M	+$147K	2	0.49%	Increased
225	Soros Fund Management New York	$31.8M	+$30.4M	2	0.52%	New