← 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
Creative Planning
Creative Planning
Kansas
$74.5M -$13.8M 5 0.14% Reduced
352
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$74.5M -$2.58M 1 2.24% Reduced
353
CU
CDAM (UK)
United Kingdom
$74.1M -$30.2M 1 9.18% Reduced
354
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$73.5M -$1.35M 1 0.77% Reduced
355
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$72.2M +$2.18M 2 1.68% Increased
356
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$72.2M +$55.4M 2 0.22% Increased
357
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$71.3M -$4.55M 4 0.89% Reduced
358
CI
Cooper Investors
Australia
$71M -$14.5M 1 4.25% Reduced
359
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$70.5M +$7.04M 2 1.92% Increased
360
Czech National Bank
Czech National Bank
Czech Republic
$70.2M +$208K 2 1% Increased
361
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$70.2M +$1.29M 5 0.3% Increased
362
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$70M +$3.2M 2 2.46% Increased
363
Daiwa Securities Group
Daiwa Securities Group
Japan
$69.6M +$1.88M 4 0.43% Increased
364
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$68.5M -$1.35M 3 1.08% Reduced
365
CIBC World Markets
CIBC World Markets
New York
$68.4M +$31.3M 4 0.37% Increased
366
BAMCO Inc
BAMCO Inc
New York
$68M -$11M 1 0.18% Reduced
367
Scotia Capital
Scotia Capital
Ontario, Canada
$67.8M +$1.59M 3 0.44% Increased
368
USS Investment Management
USS Investment Management
United Kingdom
$67.3M -$4.54M 3 0.6% Reduced
369
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$67.3M +$60M 1 1.07% New
370
APC
Alta Park Capital
California
$66.8M +$58.8M 2 6.86% New
371
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$66.7M -$33M 6 0.43% Reduced
372
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$66.5M +$6.17M 3 0.66% Increased
373
John W. Bristol & Co
John W. Bristol & Co
New York
$65.6M -$2.84M 1 1.21% Reduced
374
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$65.4M +$1.77M 3 0.31% Increased
375
New York Life Investment Management
New York Life Investment Management
New York
$64.5M +$1.83M 4 0.66% Increased