← 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	Macquarie Group Sydney, NSW 2000, Australia	$136M	-$100M	3	0.81%	Reduced
277	CPWM Cypress Point Wealth Management Dallas, Texas	$136M	+$493K	2	29.33%	Increased
278	Huntington National Bank Columbus, Ohio	$136M	-$2.97M	6	0.75%	Reduced
279	BCF BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$135M	+$37.8M	1	4.58%	Increased
280	Wealth Enhancement Advisory Services Plymouth, Minnesota	$133M	-$201M	6	0.27%	Reduced
281	Carson Wealth (CWM LLC) Omaha, Nebraska	$133M	+$17.9M	6	0.35%	Increased
282	AE Wealth Management Topeka, Kansas	$132M	+$12.6M	5	0.71%	Increased
283	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$132M	+$7.3M	1	3.81%	Increased
284	Bessemer Group Woodbridge, New Jersey	$131M	-$78.4M	6	0.21%	Reduced
285	Amalgamated Bank New York	$130M	-$4.69M	6	1%	Reduced
286	Nissay Asset Management Tokyo, Japan	$129M	+$2.08M	3	0.69%	Increased
287	Railway Pension Investments London, United Kingdom	$129M	-$26.4M	2	1.84%	Reduced
288	IFM Investors Melbourne, Australia	$129M	+$5.4M	3	1.07%	Increased
289	&Partners Nashville, Tennessee	$128M	+$28.1M	4	0.63%	Increased
290	Natixis Paris, France	$127M	-$96M	4	0.45%	Reduced
291	Polar Capital Holdings London, United Kingdom	$127M	+$110M	1	0.45%	Increased
292	US UNICOM Systems Las Vegas, Nevada	$123M	$0	1	12.58%	Maintained
293	Saturna Capital Bellingham, Washington	$121M	+$23.8M	2	1.7%	Increased
294	Guggenheim Capital Chicago, Illinois	$121M	-$9.9M	5	0.94%	Reduced
295	PensionDanmark Copenhagen O, Denmark	$120M	-$17.9M	3	1.17%	Reduced
296	Glenmede Trust Philadelphia, Pennsylvania	$120M	+$32.5M	5	0.59%	Increased
297	BCVI Bain Capital Venture Investors Boston, Massachusetts	$120M	$0	1	68.41%	Maintained
298	Wealthfront Advisers Palo Alto, California	$120M	+$3.37M	5	0.26%	Increased
299	VVP Vulcan Value Partners Birmingham, Alabama	$119M	-$219M	3	3.15%	Reduced
300	SCGE Management Menlo Park, California	$119M	$0	1	3.6%	Maintained