← 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	Trillium Asset Management Boston, Massachusetts	$57.9M	+$6.13M	2	1.58%	Increased
402	Mutual of America Capital Management New York	$57.2M	-$2.27M	3	0.66%	Reduced
403	SCV Sands Capital Ventures Arlington, Virginia	$57.2M	-$14.9M	1	15.92%	Reduced
404	TAM TFG Asset Management Grand Cayman, Cayman Islands	$57.1M	-$19.5M	1	13.76%	Reduced
405	PTC Petrus Trust Company Dallas, Texas	$57.1M	+$153K	2	5.41%	Increased
406	HC Henshaw Capital Woburn, Massachusetts	$56.9M	$0	1	2.96%	Maintained
407	ABN AMRO Bank Amsterdam, Netherlands	$55.7M	+$3.87M	1	0.92%	Increased
408	MFWM Motley Fool Wealth Management Alexandria, Virginia	$55.5M	-$1.74M	1	2.91%	Reduced
409	Sequoia Financial Advisors Akron, Ohio	$55.4M	+$10.8M	4	0.69%	Increased
410	Gabelli Funds Rye, New York	$55M	+$14.7M	2	0.42%	Increased
411	CC Crosslink Capital Menlo Park, California	$54.8M	+$22.7M	1	8.14%	Increased
412	Associated Banc-Corp Green Bay, Wisconsin	$54.7M	+$278K	1	1.9%	Increased
413	WCM Windward Capital Management Los Angeles, California	$54.1M	-$133K	1	4.69%	Reduced
414	SCP Sandhill Capital Partners Buffalo, New York	$54M	-$9.99M	1	4.48%	Reduced
415	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$53.9M	+$4.37M	1	1.6%	Increased
416	FFM Fullerton Fund Management Singapore	$53.4M	+$42.6M	1	3.11%	Increased
417	Cetera Advisor Networks El Segundo, California	$53.4M	-$1.4M	5	0.3%	Reduced
418	ExodusPoint Capital Management New York	$52.9M	+$18.4M	4	0.35%	Increased
419	Dana Investment Advisors Waukesha, Wisconsin	$52.7M	+$17.4M	2	2.54%	Increased
420	SL Summitry LLC Foster City, California	$52.2M	-$907K	1	3.03%	Reduced
421	LGT Group Foundation Vaduz, Liechtenstein	$52.1M	-$2.35M	2	1.15%	Reduced
422	Braun Stacey Associates New York	$52.1M	-$1.75M	2	2.33%	Reduced
423	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$51.3M	-$670K	1	3.87%	Reduced
424	Brinker Capital Investments Berwyn, Pennsylvania	$51.2M	-$3M	3	0.59%	Reduced
425	Orion Portfolio Solutions Omaha, Nebraska	$51.2M	-$3M	3	0.59%	Reduced