← 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	$69M	+$3.63M	2	2.55%	Increased
202	Mackenzie Financial Toronto Ontario, Ontario, Canada	$68.8M	+$3.98M	2	0.18%	Increased
203	LFDLE La Financiere de L'Echiquier Paris, France	$67.6M	+$8.53M	2	8.11%	Increased
204	AQR Capital Management Greenwich, Connecticut	$66.3M	-$76.9M	3	0.08%	Reduced
205	NN Investment Partners Holdings The Hague, Netherlands	$65.8M	+$10.9M	2	0.51%	Increased
206	Royal London Asset Management United Kingdom	$64.8M	+$5.6M	2	0.49%	Increased
207	MC Maplelane Capital New York	$64.5M	+$6.25M	2	1.45%	Increased
208	TCG Tremblant Capital Group West Palm Beach, Florida	$63.7M	+$68.2M	1	3.66%	New
209	AGF Investments Inc Toronto, Ontario, Canada	$62.8M	-$1.23M	1	0.79%	Reduced
210	AIM Allen Investment Management New York	$59.8M	+$3.83M	2	1.58%	Increased
211	Cullen/Frost Bankers San Antonio, Texas	$59.4M	+$7.12M	2	1.76%	Increased
212	ARK Investment Management St. Petersburg, Florida	$59.3M	-$1.94M	1	1.3%	Reduced
213	State of Tennessee, Department of Treasury Nashville, Tennessee	$58.6M	-$2.92M	1	0.27%	Reduced
214	Martingale Asset Management Boston, Massachusetts	$57.6M	+$168K	2	0.59%	Increased
215	TimesSquare Capital Management New York	$56.8M	+$51.3M	2	0.5%	Increased
216	NCA Newbrook Capital Advisors New York	$56.6M	+$58M	1	4.41%	New
217	RCW Rheos Capital Works Tokyo, Japan	$56.4M	$0	1	6.41%	Maintained
218	AAM AO Asset Management New York	$55.7M	-$9.47M	2	5.48%	Reduced
219	CCI Columbus Circle Investors	$55.6M	-$24.9M	1	2.04%	Reduced
220	Castle Hook Partners New York	$55.5M	-$16.3M	1	1.79%	Reduced
221	WBC Westpac Banking Corp Sydney, Australia	$55.4M	+$15.9M	3	0.77%	Increased
222	Nicholas Company Milwaukee, Wisconsin	$55.3M	-$12M	2	1.25%	Reduced
223	DekaBank Deutsche Girozentrale Frankfurt, Germany	$55.2M	+$378K	3	0.34%	Increased
224	Candriam SCA Strassen, Luxembourg, Luxembourg	$54.9M	+$9.31M	2	0.73%	Increased
225	Baird Financial Group Milwaukee, Wisconsin	$54.7M	-$442K	2	0.22%	Reduced