← 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	HAM HHR Asset Management Berkeley Heights, New Jersey	$61.4M	-$2.01M	1	4.22%	Reduced
202	VOYA Investment Management Atlanta, Georgia	$61.1M	+$2.39M	3	0.14%	Increased
203	Mirae Asset Global Investments Seoul, South Korea	$60.8M	+$5.53M	3	0.44%	Increased
204	RCW Rheos Capital Works Tokyo, Japan	$60.2M	$0	1	7.32%	Maintained
205	Two Sigma Investments New York	$59.7M	+$35.6M	2	0.19%	Increased
206	Bank of Nova Scotia Toronto, Ontario, Canada	$59.5M	-$13.4M	2	0.24%	Reduced
207	Varma Mutual Pension Insurance Co Helsinki, Finland	$59.5M	$0	2	1.06%	Maintained
208	JP Morgan Private Wealth Advisors San Francisco, California	$59.3M	+$11.1M	2	0.31%	Increased
209	VM Valinor Management New York	$58.2M	-$106M	1	3.05%	Reduced
210	Riverbridge Partners Minneapolis, Minnesota	$56.1M	+$1.34M	1	1.09%	Increased
211	Fjarde Ap-fonden Stockholm, Sweden	$55.6M	+$14.3M	2	0.7%	Increased
212	ARK Investment Management St. Petersburg, Florida	$55.1M	-$974K	1	1.57%	Reduced
213	AIM Allen Investment Management New York	$54.8M	-$5.81M	2	1.72%	Reduced
214	Element Capital Management New York	$54.4M	-$34.4M	2	1.65%	Reduced
215	PineBridge Investments New York	$54.3M	+$354K	2	1.1%	Increased
216	Harvest Fund Management Beijing, China	$54M	-$79K	2	9.19%	Reduced
217	EPC Emerson Point Capital Larchmont, New York	$53.9M	+$24.5M	2	15.22%	Increased
218	DekaBank Deutsche Girozentrale Frankfurt, Germany	$53.3M	+$16.6M	2	0.32%	Increased
219	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$53.3M	-$2.23M	1	2.5%	Reduced
220	CAM ClariVest Asset Management San Diego, California	$53.1M	-$3.62M	2	1.07%	Reduced
221	Tocqueville Asset Management New York	$52.9M	-$1.67M	2	0.71%	Reduced
222	MGM Miura Global Management New York	$52.8M	+$4.3M	2	9.05%	Increased
223	Kornitzer Capital Management Shawnee Mission, Kansas	$52.5M	-$19.7M	2	0.94%	Reduced
224	Martingale Asset Management Boston, Massachusetts	$52.3M	+$4.16M	2	0.57%	Increased
225	MSL Mackay Shields LLC New York	$51.7M	+$3.72M	2	0.38%	Increased