← 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
326
CCLA Investment Management
CCLA Investment Management
United Kingdom
$51.2M +$298K 1 1.39% Increased
327
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$50.9M +$1.25M 1 1.19% Increased
328
Bartlett & Co
Bartlett & Co
Ohio
$50.9M +$1.27M 1 1.19% Increased
329
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$50.4M -$2.83M 2 0.74% Reduced
330
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$50M +$1.74M 4 1.7% Increased
331
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$49.8M +$6.13M 2 3.07% Increased
332
Daiwa Securities Group
Daiwa Securities Group
Japan
$49.7M +$8.84M 2 0.45% Increased
333
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$49.5M -$476K 2 1.32% Reduced
334
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$48.7M +$3.78M 2 0.28% Increased
335
BPB
Badgley, Phelps & Bell
Washington
$48.4M -$247K 2 2.38% Reduced
336
AAM
AMI Asset Management
California
$48.4M -$28.7M 1 2.46% Reduced
337
CF
Cypress Funds
California
$48.1M $0 1 5.14% Maintained
338
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$47.8M -$171K 1 3.58% Reduced
339
KGAMU
KPS Global Asset Management (UK)
United Kingdom
$47.8M $0 1 6.95% Maintained
340
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$47.7M +$1.58M 2 0.65% Increased
341
Squarepoint
Squarepoint
New York
$47.6M +$39.8M 2 0.64% Increased
342
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$47.6M -$625K 3 0.06% Reduced
343
M&T Bank
M&T Bank
New York
$47.4M +$935K 3 0.23% Increased
344
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$46.8M +$196K 4 0.37% Increased
345
Frontier Capital Management
Frontier Capital Management
Massachusetts
$46.6M -$14.2M 1 0.41% Reduced
346
MJRIC
Mogy Joel R Investment Counsel
California
$46.1M -$474K 1 4.97% Reduced
347
ZDA
Zweig-DiMenna Associates
New York
$46.1M +$4.62M 3 3.13% Increased
348
GLCM
Greenlea Lane Capital Management
Connecticut
$46M +$3.22M 1 17.7% Increased
349
TCM
Tran Capital Management
California
$46M +$9.88M 1 4.95% Increased
350
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$45.7M +$21.2M 2 1.45% Increased