← 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
226
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$51.8M -$5.72M 2 0.28% Reduced
227
HAM
HHR Asset Management
New Jersey
$51.6M -$7.41M 1 3.86% Reduced
228
PWLP
Prio Wealth Limited Partnership
Massachusetts
$50.5M -$593K 1 2.32% Reduced
229
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$49.3M +$1.52M 2 0.43% Increased
230
JCM
Jag Capital Management
Missouri
$48.7M +$10.3M 2 5.5% Increased
231
MSL
Mackay Shields LLC
New York
$48.3M -$2.21M 2 0.33% Reduced
232
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$48.2M +$3.93M 1 0.89% Increased
233
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$48.1M -$43.1M 1 1.51% Reduced
234
VM
Valinor Management
New York
$47.7M -$8.29M 1 2.87% Reduced
235
CAM
ClariVest Asset Management
California
$47.7M -$3.21M 2 1.08% Reduced
236
Munro Partners
Munro Partners
Australia
$47.5M +$9.87M 2 8.15% Increased
237
Candriam SCA
Candriam SCA
Luxembourg
$46.9M +$2.17M 2 0.58% Increased
238
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$46.2M $0 3 0.37% Maintained
239
Personal Capital Advisors
Personal Capital Advisors
California
$45.4M +$2.1M 1 0.46% Increased
240
Macquarie Group
Macquarie Group
Australia
$45.2M +$1.56M 3 0.08% Increased
241
GPGA
Grandeur Peak Global Advisors
Utah
$44.1M +$2.41M 1 4.58% Increased
242
ACPU
Arrowgrass Capital Partners (US)
Delaware
$43.5M -$30.2M 2 1.03% Reduced
243
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$43M -$452K 3 0.04% Reduced
244
AIG
American International Group
New York
$42.6M -$3.3M 3 0.17% Reduced
245
Mariner
Mariner
Kansas
$42.5M +$9.63M 2 0.51% Increased
246
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$42.5M +$2.35M 1 1.16% Increased
247
Capital Guardian Trust
Capital Guardian Trust
California
$42.3M +$36.5M 2 0.57% Increased
248
MAMU
Marathon Asset Management (UK)
United Kingdom
$42.3M -$2.14M 1 0.54% Reduced
249
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$42M +$13.3M 2 0.36% Increased
250
Rathbones Group
Rathbones Group
United Kingdom
$41.8M -$96.4K 1 1.31% Reduced