← 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	Heritage Investors Management Corp Bethesda, Maryland	$65.2M	-$560K	2	2.3%	Reduced
402	HC Henshaw Capital Woburn, Massachusetts	$65.2M	$0	1	3.05%	Maintained
403	AC AltraVue Capital Bellevue, Washington	$65.1M	$0	1	7.06%	Maintained
404	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$64.8M	$0	1	24.07%	Maintained
405	FCI Financial Counselors Inc Overland Park, Kansas	$64.7M	-$6.6M	2	1.09%	Reduced
406	Yousif Capital Management Bloomfield Hills, Michigan	$64.5M	-$1.61M	4	0.71%	Reduced
407	Pathstone Holdings Englewood, New Jersey	$64.2M	+$9.16M	5	0.3%	Increased
408	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$63.8M	+$2.03M	2	1.66%	Increased
409	ExodusPoint Capital Management New York	$63.5M	+$4.07M	4	0.48%	Increased
410	AH Allen Holding New York	$63.3M	$0	1	7.96%	Maintained
411	Davidson Kempner Capital Management New York	$62.8M	+$23M	1	0.83%	Increased
412	Trillium Asset Management Boston, Massachusetts	$62.4M	-$94.2K	2	1.59%	Reduced
413	MFWM Motley Fool Wealth Management Alexandria, Virginia	$62M	-$1.74M	1	3.2%	Reduced
414	Mutual of America Capital Management New York	$62M	-$1.53M	3	0.67%	Reduced
415	Mercer Global Advisors Denver, Colorado	$61.9M	+$28.6M	4	0.18%	Increased
416	Sequoia Financial Advisors Akron, Ohio	$61.8M	-$915K	5	0.77%	Reduced
417	PTC Petrus Trust Company Dallas, Texas	$61.6M	-$3.34M	3	5.57%	Reduced
418	JCM JAT Capital Management Greenwich, Connecticut	$61.6M	+$58.2M	1	7.68%	Increased
419	AssetMark Inc Concord, California	$61.5M	+$10.3M	4	0.2%	Increased
420	IG Ithaka Group Arlington, Virginia	$61.3M	-$4.37M	2	11.56%	Reduced
421	Tudor Investment Corp Stamford, Connecticut	$61.2M	-$7.21M	4	0.39%	Reduced
422	WCM Windward Capital Management Los Angeles, California	$61.2M	-$759K	1	5.1%	Reduced
423	Associated Banc-Corp Green Bay, Wisconsin	$60.6M	+$1.6M	2	1.92%	Increased
424	Bridgewater Associates Westport, Connecticut	$60.4M	+$45.6M	4	0.31%	Increased
425	HRT Financial New York	$60.3M	+$49.3M	5	0.37%	Increased