← 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
351
Fenimore Asset Management
Fenimore Asset Management
New York
$43.3M -$84.9K 1 1.22% Reduced
352
Blackstone Inc
Blackstone Inc
New York
$43.2M -$8.7M 2 0.14% Reduced
353
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$43.1M -$2.54M 3 0.87% Reduced
354
Bartlett & Co
Bartlett & Co
Ohio
$43.1M -$2.54M 3 0.87% Reduced
355
TIAA FSB
TIAA FSB
Florida
$42.9M +$19.8M 2 0.17% Increased
356
PWLP
Prio Wealth Limited Partnership
Massachusetts
$42.5M -$161K 1 1.7% Reduced
357
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$42.3M -$2.19M 4 0.23% Reduced
358
Vontobel Holding
Vontobel Holding
Switzerland
$41.9M -$12M 3 0.45% Reduced
359
Alyeska Investment Group
Alyeska Investment Group
Illinois
$41.8M +$4.15M 2 0.48% Increased
360
ECM
Ensemble Capital Management
California
$41.5M +$20.5M 1 4.68% Increased
361
HSC
Harbor Spring Capital
New York
$41.5M -$10M 2 10.07% Reduced
362
Group One Trading
Group One Trading
Illinois
$41.5M +$36.8M 3 0.07% Increased
363
Yousif Capital Management
Yousif Capital Management
Michigan
$41.5M +$127K 4 0.55% Increased
364
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$41M +$2.8M 2 1.38% Increased
365
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$40.6M +$3.64M 3 0.43% Increased
366
ZCA
Zeke Capital Advisors
Pennsylvania
$40M +$3.76M 3 2.66% Increased
367
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$39.9M +$6.3M 2 0.19% Increased
368
HC
Henshaw Capital
Massachusetts
$39.7M $0 1 2.75% Maintained
369
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$39.6M -$274K 2 1.63% Reduced
370
Xponance
Xponance
Pennsylvania
$39.6M +$393K 5 0.8% Increased
371
CIBC World Market
CIBC World Market
Ontario, Canada
$39.6M -$5.14M 3 0.14% Reduced
372
TPSF
Texas Permanent School Fund
Texas
$39.5M +$963K 3 0.63% Increased
373
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$39.3M -$2.44M 5 0.3% Reduced
374
Capital Group Private Client Services
Capital Group Private Client Services
California
$38.9M -$692K 1 0.5% Reduced
375
Atreides Management
Atreides Management
Massachusetts
$38.9M +$39M 1 1.45% New