← 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	EC EMS Capital New York	$79M	-$9.53M	1	6.42%	Reduced
202	GCM Glynn Capital Management Menlo Park, California	$77.6M	-$11.1M	2	13.55%	Reduced
203	ARK Investment Management St. Petersburg, Florida	$76.5M	+$11.1M	1	1.93%	Increased
204	Royal London Asset Management United Kingdom	$75.6M	+$4.16M	2	0.52%	Increased
205	EULAV Asset Management Sarasota, Florida	$75.3M	-$790K	2	2.6%	Reduced
206	AQR Capital Management Greenwich, Connecticut	$74.4M	+$1.38M	3	0.08%	Increased
207	MC Montag & Caldwell Atlanta, Georgia	$72.5M	+$13.3M	2	3.46%	Increased
208	AIG American International Group New York	$71.1M	+$19.3M	4	0.27%	Increased
209	LFDLE La Financiere de L'Echiquier Paris, France	$71M	-$3.13M	2	8.39%	Reduced
210	PineBridge Investments New York	$70.8M	-$5.66M	2	1.09%	Reduced
211	Man Group London, United Kingdom	$69.7M	+$21.4M	3	0.23%	Increased
212	Commerzbank Aktiengesellschaft Frankfurt, Germany	$69.7M	-$76.3M	2	0.68%	Reduced
213	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$68.9M	-$77.8M	2	2.15%	Reduced
214	Schroder Investment Management Group London, United Kingdom	$67.7M	+$23.2M	3	0.11%	Increased
215	Lord, Abbett & Co Jersey City, New Jersey	$67.6M	+$22M	3	0.23%	Increased
216	NN Investment Partners Holdings The Hague, Netherlands	$66.9M	-$5.45M	2	0.45%	Reduced
217	AIM Allen Investment Management New York	$65.9M	-$420K	2	1.57%	Reduced
218	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$65.9M	+$10.5M	1	6.13%	Increased
219	ACI AMP Capital Investors Sydney, Australia	$65.8M	-$13.5M	3	0.36%	Reduced
220	JP Morgan Private Wealth Advisors San Francisco, California	$65.6M	+$10.1M	2	0.3%	Increased
221	Candriam SCA Strassen, Luxembourg, Luxembourg	$65M	+$4.58M	2	0.7%	Increased
222	IG Ithaka Group Arlington, Virginia	$64.1M	-$21.7M	2	10.76%	Reduced
223	Cullen/Frost Bankers San Antonio, Texas	$64M	-$1.39M	2	1.75%	Reduced
224	TimesSquare Capital Management New York	$62.8M	+$746K	2	0.56%	Increased
225	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$62.7M	+$9.8M	1	5.72%	Increased