← 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 Seattle, Washington	$48.8M	-$881K	2	1.66%	Reduced
377	New York Life Investment Management New York	$48.5M	-$622K	2	0.52%	Reduced
378	FCI Financial Counselors Inc Overland Park, Kansas	$48.5M	+$958K	2	0.97%	Increased
379	AAM AMI Asset Management Los Angeles, California	$48.4M	+$139K	1	3%	Increased
380	OFI Invest Asset Management Paris, France	$48M	+$14.8M	2	1.73%	Increased
381	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$47.8M	-$954K	3	1.24%	Reduced
382	AE Wealth Management Topeka, Kansas	$47.6M	+$14.2M	4	0.28%	Increased
383	Bartlett & Co Cincinnati, Ohio	$47.6M	+$442K	3	0.85%	Increased
384	Bartlett & Co Wealth Management Cincinnati, Ohio	$47.6M	+$442K	3	0.85%	Increased
385	Mutual of America Capital Management New York	$47.5M	-$1.96M	3	0.59%	Reduced
386	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$47.5M	$0	1	25.91%	Maintained
387	IG Ithaka Group Arlington, Virginia	$47.4M	-$2.19M	2	10.91%	Reduced
388	AGP Akaris Global Partners New York	$46.5M	+$4.19M	2	11.77%	Increased
389	Yousif Capital Management Bloomfield Hills, Michigan	$46.4M	-$1.7M	4	0.59%	Reduced
390	Janney Montgomery Scott Philadelphia, Pennsylvania	$46.4M	-$19.6M	2	0.17%	Reduced
391	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$45.7M	$0	2	5.92%	Maintained
392	Whittier Trust South Pasadena, California	$45.5M	+$6.13M	4	0.81%	Increased
393	AC AltraVue Capital Bellevue, Washington	$45.3M	-$17.6M	1	5.39%	Reduced
394	Heritage Investors Management Corp Bethesda, Maryland	$45.1M	-$124K	2	1.89%	Reduced
395	Magellan Asset Management Sydney, Australia	$44.7M	-$1.15M	2	0.48%	Reduced
396	MFWM Motley Fool Wealth Management Alexandria, Virginia	$44.7M	-$1.07M	1	2.59%	Reduced
397	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$44.4M	+$5.11M	3	0.6%	Increased
398	AH Allen Holding New York	$44M	$0	1	6.15%	Maintained
399	PTC Petrus Trust Company Dallas, Texas	$44M	+$4.51M	3	4.71%	Increased
400	HC Henshaw Capital Woburn, Massachusetts	$43.9M	$0	1	2.54%	Maintained