← 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	DPCM Darlington Partners Capital Management Greenbrae, California	$137M	+$116M	1	10.33%	New
202	RC RGM Capital Naples, Florida	$136M	+$87.1K	1	6.47%	Increased
203	WorldQuant Millennium Advisors New York	$135M	+$83.5M	2	2.5%	Increased
204	Candriam SCA Strassen, Luxembourg, Luxembourg	$135M	+$11.4M	2	0.94%	Increased
205	Riverbridge Partners Minneapolis, Minnesota	$132M	-$767K	2	1.86%	Reduced
206	Mariner Overland Park, Kansas	$131M	+$8.86M	5	0.38%	Increased
207	Allianz Asset Management Munich, Germany	$130M	-$12.2M	3	0.23%	Reduced
208	AMF Tjänstepension Stockholm, Sweden	$130M	+$30.9M	2	1.33%	Increased
209	Ossiam Paris, France	$125M	+$237K	5	2.61%	Increased
210	Coatue Management New York	$125M	+$82M	3	0.83%	Increased
211	Marshall Wace London, United Kingdom	$124M	+$46.9M	4	0.26%	Increased
212	Two Sigma Investments New York	$123M	-$329M	5	0.35%	Reduced
213	PCM Palestra Capital Management New York	$123M	+$104M	1	6.61%	New
214	FCM Fernbridge Capital Management Los Angeles, California	$122M	-$24.7M	1	13.72%	Reduced
215	ACM Alua Capital Management New York	$120M	+$32.6M	1	10.08%	Increased
216	Axxcess Wealth Management Carlsbad, California	$119M	+$460K	3	8.97%	Increased
217	Federated Hermes Pittsburgh, Pennsylvania	$118M	-$41.5M	3	0.3%	Reduced
218	British Columbia Investment Management Victoria, British Columbia, Canada	$118M	+$562K	3	1.23%	Increased
219	Empower Advisory Group Greenwood Village, Colorado	$117M	+$101M	1	0.53%	New
220	NHAS Novo Holdings A/S Hellerup, Denmark	$116M	$0	1	7.63%	Maintained
221	KCM Kensico Capital Management Greenwich, Connecticut	$115M	+$97M	1	5.11%	New
222	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$115M	-$9.12M	1	6.99%	Reduced
223	SEP Soma Equity Partners San Francisco, California	$114M	+$11.8M	1	5.73%	Increased
224	IEQ Capital Foster City, California	$114M	-$6.97M	4	2.64%	Reduced
225	Zurich Insurance Group Zurich, Switzerland	$114M	+$14.4M	1	1.43%	Increased