← 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	Fjarde Ap-fonden Stockholm, Sweden	$54.7M	+$2.4M	2	0.71%	Increased
227	DP DSAM Partners London, United Kingdom	$54M	+$35M	2	10.09%	Increased
228	MC Montag & Caldwell Atlanta, Georgia	$53.7M	-$350K	2	2.76%	Reduced
229	Riverbridge Partners Minneapolis, Minnesota	$53.3M	+$802K	1	1.01%	Increased
230	Tocqueville Asset Management New York	$52.7M	+$609K	2	0.71%	Increased
231	AAM AMI Asset Management Los Angeles, California	$52.1M	+$53.3M	1	2.71%	New
232	British Columbia Investment Management Victoria, British Columbia, Canada	$52M	+$4.64M	2	0.5%	Increased
233	PHS PFM Health Sciences San Francisco, California	$52M	-$37.7M	1	1.54%	Reduced
234	HCM Highline Capital Management New York	$51.6M	+$52.8M	1	7.52%	New
235	GIM Growth Interface Management Orlando, Florida	$50.7M	+$19.2M	2	22.36%	Increased
236	HAM HHR Asset Management Berkeley Heights, New Jersey	$50.7M	+$138K	1	5.12%	Increased
237	MSL Mackay Shields LLC New York	$50.6M	+$3.89M	2	0.31%	Increased
238	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$50.4M	+$5.63M	1	5.48%	Increased
239	VM Valinor Management New York	$50.3M	+$6.15M	1	3.41%	Increased
240	LPL Financial San Diego, California	$50.1M	-$1.89M	3	0.1%	Reduced
241	JP Morgan Private Wealth Advisors San Francisco, California	$50.1M	-$287K	2	0.26%	Reduced
242	CIBC Private Wealth Group Atlanta, Georgia	$50M	-$55.3M	3	0.18%	Reduced
243	Capital International Inc Los Angeles, California	$49.7M	+$40M	2	0.75%	Increased
244	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$48.5M	-$909K	1	2.22%	Reduced
245	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$47.9M	+$34.5M	1	4.63%	Increased
246	Personal Capital Advisors Redwood City, California	$46.6M	+$2.27M	1	0.44%	Increased
247	Carson Wealth (CWM LLC) Omaha, Nebraska	$46.2M	$0	3	0.37%	Maintained
248	Mirae Asset Global Investments Seoul, South Korea	$46.2M	-$13.7M	3	0.32%	Reduced
249	AIG American International Group New York	$46.1M	+$4.55M	3	0.19%	Increased
250	ZDA Zweig-DiMenna Associates New York	$45.8M	+$11.4M	2	4.06%	Increased