← 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
376
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$31.9M -$715K 2 1.28% Reduced
377
HC
Henshaw Capital
Massachusetts
$31.9M $0 1 2.12% Maintained
378
PWLP
Prio Wealth Limited Partnership
Massachusetts
$31.8M -$822K 1 1.27% Reduced
379
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$31.7M +$1.04M 2 0.29% Increased
380
Huntington National Bank
Huntington National Bank
Ohio
$31.3M +$2.58M 5 0.33% Increased
381
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$31.2M -$28M 5 0.08% Reduced
382
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$30.8M +$938K 3 0.89% Increased
383
MC
Maplelane Capital
New York
$30.5M +$33.6M 1 3.17% New
384
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.5M -$3.57M 5 0.16% Reduced
385
Daiwa Securities Group
Daiwa Securities Group
Japan
$30.5M -$636K 4 0.23% Reduced
386
Group One Trading
Group One Trading
Illinois
$30.4M +$1.93M 6 0.07% Increased
387
Stephens Inc
Stephens Inc
Arkansas
$30.4M -$188K 4 0.62% Reduced
388
Swiss Life Asset Management
Swiss Life Asset Management
$30.3M +$473K 2 0.51% Increased
389
Scotia Capital
Scotia Capital
Ontario, Canada
$30M -$9.21M 3 0.23% Reduced
390
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$29.8M -$18.3M 3 0.16% Reduced
391
MFWM
Motley Fool Wealth Management
Virginia
$29.8M -$821K 1 2.07% Reduced
392
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$29.6M +$1.79M 2 1.35% Increased
393
TP
TenCore Partners
New York
$29.6M -$15.8M 1 9.53% Reduced
394
VIM
Vancity Investment Management
British Columbia, Canada
$29.4M +$540K 2 4.41% Increased
395
MML Investors Services
MML Investors Services
Massachusetts
$29.3M +$3.29M 4 0.19% Increased
396
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$28.8M +$25M 1 0.66% Increased
397
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$28.6M +$4.5M 2 0.42% Increased
398
GLCM
Greenlea Lane Capital Management
Connecticut
$28.4M -$14M 1 13.53% Reduced
399
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$28.4M -$6.59M 1 0.57% Reduced
400
Bartlett & Co
Bartlett & Co
Ohio
$28.4M -$6.59M 1 0.57% Reduced