← 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
401	AGP Akaris Global Partners New York	$39.1M	+$23.4M	2	12.21%	Increased
402	Swiss Life Asset Management Zurich,	$38.9M	-$2.85M	2	0.59%	Reduced
403	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$38.8M	-$435K	1	3.44%	Reduced
404	M&T Bank Buffalo, New York	$38.8M	+$1.3M	5	0.15%	Increased
405	SC US (TTGP) Menlo Park, California	$38.6M	-$65.2M	1	0.46%	Reduced
406	MML Investors Services Springfield, Massachusetts	$38.4M	+$67.5K	4	0.27%	Increased
407	Fenimore Asset Management Cobleskill, New York	$38.3M	-$4.91M	1	1%	Reduced
408	Carson Wealth (CWM LLC) Omaha, Nebraska	$38.1M	+$1.58M	5	0.26%	Increased
409	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$38M	-$1.13M	2	0.47%	Reduced
410	ECM Ensemble Capital Management San Francisco, California	$37.9M	-$1.89M	1	3.93%	Reduced
411	Hudson Bay Capital Management Stamford, Connecticut	$37.6M	-$55.1M	2	0.31%	Reduced
412	Obermeyer Wealth Partners Aspen, Colorado	$37.5M	-$131K	1	2.8%	Reduced
413	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$37.3M	-$329M	1	0.38%	Reduced
414	OFI Invest Asset Management Paris, France	$37.3M	+$31.5M	1	1.57%	New
415	SM Senvest Management New York	$36.7M	+$19.8M	1	1.33%	Increased
416	Segall Bryant & Hamill Chicago, Illinois	$36.3M	+$2.11M	3	0.39%	Increased
417	Capital Fund Management (CFM) Paris, France	$36.3M	-$18.2M	2	0.17%	Reduced
418	WestEnd Advisors Charlotte, North Carolina	$36M	-$28.9M	0	–	Closed
419	AAM Aureus Asset Management Boston, Massachusetts	$35.8M	+$3.64M	1	2.83%	Increased
420	Cetera Advisor Networks El Segundo, California	$35.4M	+$207K	5	0.26%	Increased
421	Tocqueville Asset Management New York	$35.2M	+$3.19M	4	0.67%	Increased
422	Curi RMB Capital Chicago, Illinois	$35.2M	+$101K	2	1.23%	Increased
423	Aristotle Atlantic Partners Sarasota, Florida	$35.1M	-$3.73M	2	1.8%	Reduced
424	Crestwood Advisors Group Boston, Massachusetts	$35M	+$2.21M	2	1.17%	Increased
425	CIBC World Markets New York	$34.7M	-$50.2M	2	0.57%	Reduced