← 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
251	Trillium Asset Management Boston, Massachusetts	$9.54M	+$300K	1	0.67%	Increased
252	Tocqueville Asset Management New York	$9.49M	+$179K	2	0.13%	Increased
253	AGAM Avalon Global Asset Management San Francisco, California	$9.44M	-$299K	2	6.81%	Reduced
254	Envestnet Asset Management Chicago, Illinois	$9.43M	+$483K	3	0.05%	Increased
255	GIP Granite Investment Partners El Segundo, California	$9.24M	-$31.8K	1	0.89%	Reduced
256	Picton Mahoney Asset Management Toronto, Ontario, Canada	$9.21M	+$1.59M	1	0.54%	Increased
257	Gateway Investment Advisers Cincinnati, Ohio	$8.7M	-$98.8K	1	0.08%	Reduced
258	ACM Andor Capital Management Rye Brook, New York	$8.68M	+$8.86M	1	1.36%	New
259	Zacks Investment Management Chicago, Illinois	$8.56M	+$8.13M	1	0.3%	New
260	Bridgewater Associates Westport, Connecticut	$8.54M	+$1.85M	1	0.11%	Increased
261	Regions Financial Corp Birmingham, Alabama	$8.5M	+$1.24M	2	0.12%	Increased
262	Davis Selected Advisers Tucson, Arizona	$8.46M	-$278K	1	0.04%	Reduced
263	Teacher Retirement System of Texas Austin, Texas	$8.22M	-$390K	2	0.06%	Reduced
264	OA Oak Associates Akron, Ohio	$8.18M	-$63.8K	1	1.08%	Reduced
265	PTC Petrus Trust Company Dallas, Texas	$7.96M	$0	1	1.69%	Maintained
266	HighTower Advisors Chicago, Illinois	$7.89M	+$1.01M	2	0.1%	Increased
267	Mackenzie Financial Toronto Ontario, Ontario, Canada	$7.8M	+$1.13M	2	0.05%	Increased
268	Asset Management One Tokyo, Japan	$7.76M	+$606K	2	0.12%	Increased
269	DBG De Burlo Group Boston, Massachusetts	$7.63M	-$7.09K	1	1.79%	Reduced
270	Commerzbank Aktiengesellschaft Frankfurt, Germany	$7.49M	-$2.29M	2	0.06%	Reduced
271	JMFC J.M. Forbes & Co Boston, Massachusetts	$7.44M	+$17.9K	1	2.12%	Increased
272	Mutual of America Capital Management New York	$7.42M	+$123K	1	0.18%	Increased
273	HBK Investments Dallas, Texas	$7.36M	+$6.12M	2	0.07%	Increased
274	CIBC World Markets New York	$7.32M	+$7.87M	1	0.2%	New
275	FPCP Fort Point Capital Partners San Francisco, California	$7.24M	$0	1	4.44%	Maintained