← 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	Appaloosa LP Short Hills, New Jersey	$67M	-$5.92M	1	2.05%	Reduced
202	AIG American International Group New York	$66.5M	+$1.44M	4	0.36%	Increased
203	Frontier Capital Management Boston, Massachusetts	$65.8M	-$13.3M	1	0.74%	Reduced
204	Storebrand Asset Management Lysaker, Norway	$64.3M	+$74.9M	2	0.67%	New
205	Candriam SCA Strassen, Luxembourg, Luxembourg	$63.6M	$0	2	0.7%	Maintained
206	GCM Glynn Capital Management Menlo Park, California	$62.8M	-$12.8M	2	11.78%	Reduced
207	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$62.5M	+$8.32M	1	6.69%	Increased
208	BTP Bloom Tree Partners New York	$61.9M	+$79.2M	2	8.81%	New
209	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$61.4M	+$5.31M	2	0.62%	Increased
210	MC Montag & Caldwell Atlanta, Georgia	$61.2M	-$3.39M	2	4.07%	Reduced
211	RG Renaissance Group Covington, Kentucky	$60.8M	+$73.2M	3	3.38%	New
212	Cullen/Frost Bankers San Antonio, Texas	$60.3M	+$313K	2	2.1%	Increased
213	IG Ithaka Group Arlington, Virginia	$59.9M	-$577K	2	11.44%	Reduced
214	AGF Investments Inc Toronto, Ontario, Canada	$59.7M	-$34.6M	3	0.72%	Reduced
215	MVIP Mar Vista Investment Partners Los Angeles, California	$59M	+$70.3M	1	1.79%	New
216	Sarasin & Partners London, United Kingdom	$58.8M	-$71.3M	1	1.16%	Reduced
217	ESCM Echo Street Capital Management New York	$58.7M	-$35.7M	2	1.26%	Reduced
218	VCM Valiant Capital Management San Francisco, California	$58.6M	+$20M	1	6.08%	Increased
219	GIM Growth Interface Management Orlando, Florida	$58M	+$1.26M	2	20.74%	Increased
220	NN Investment Partners Holdings The Hague, Netherlands	$57.7M	-$8.23M	2	0.47%	Reduced
221	Advent International Boston, Massachusetts	$57.6M	+$14.1M	1	4.4%	Increased
222	SIG Senator Investment Group New York	$57.6M	-$25.7M	1	2.09%	Reduced
223	TCIM TOMS Capital Investment Management New York	$57.6M	+$17.1M	1	9.91%	Increased
224	AAM AO Asset Management New York	$56.6M	$0	2	4.72%	Maintained
225	CIBC World Markets New York	$56.6M	+$9M	2	0.72%	Increased