← 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
276
IC
Inverness Counsel
New York
$17.1M +$2.8M 1 1.07% Increased
277
Nuveen
Nuveen
North Carolina
$17M -$8.86M 3 0.11% Reduced
278
Eastern Bank
Eastern Bank
Massachusetts
$16.9M +$86.9K 1 1.13% Increased
279
ProShare Advisors
ProShare Advisors
Maryland
$16.8M +$7.32M 2 0.12% Increased
280
PIA
Piedmont Investment Advisors
North Carolina
$16.3M -$47.9K 2 0.33% Reduced
281
DBG
De Burlo Group
Massachusetts
$16M -$1.61M 1 3.24% Reduced
282
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$15.8M +$195K 1 0.26% Increased
283
Nomura Holdings
Nomura Holdings
Japan
$15.8M -$4.59M 2 0.03% Reduced
284
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$15.8M -$22.2M 3 0.21% Reduced
285
BAPIM
British Airways Pensions Investment Management
United Kingdom
$15.8M -$12.1M 1 0.5% Reduced
286
ESCM
Echo Street Capital Management
New York
$15.8M +$142K 1 0.48% Increased
287
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.5M +$630K 2 0.13% Increased
288
FQ
First Quadrant
California
$15.2M -$5.62M 3 0.29% Reduced
289
Nissay Asset Management
Nissay Asset Management
Japan
$15.2M +$14.9M 2 0.46% New
290
Scout Investments
Scout Investments
Missouri
$15M -$3M 1 0.37% Reduced
291
Nordea Investment Management
Nordea Investment Management
Sweden
$14.9M +$6.24M 2 0.04% Increased
292
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$14.8M -$781K 1 0.27% Reduced
293
KCM
Kingdon Capital Management
New York
$14.8M -$2.6M 1 0.96% Reduced
294
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$14.8M +$165K 2 0.32% Increased
295
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$14.7M $0 3 0.39% Maintained
296
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$14.7M +$1.15M 2 0.35% Increased
297
CC
Carlson Capital
Texas
$14.5M -$16.3M 1 0.25% Reduced
298
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$14.5M +$2.7M 2 0.1% Increased
299
AAM
AO Asset Management
New York
$13.9M -$25.9M 1 3.62% Reduced
300
HighTower Advisors
HighTower Advisors
Illinois
$13.7M -$415K 3 0.11% Reduced
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