← 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	PTC Petrus Trust Company Dallas, Texas	$61.3M	+$8.88M	2	5.72%	Increased
402	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$61.3M	+$7.06M	2	1.49%	Increased
403	Bartlett & Co Wealth Management Cincinnati, Ohio	$61M	+$1.83M	3	0.92%	Increased
404	VCM Valiant Capital Management San Francisco, California	$59.6M	-$20.6M	2	3.18%	Reduced
405	Pathstone Holdings Englewood, New Jersey	$59.4M	+$526K	5	0.27%	Increased
406	KI Keystone Investors Singapore	$59.1M	+$8.23M	2	4.98%	Increased
407	SCP Sandhill Capital Partners Buffalo, New York	$58.8M	-$809K	1	4.51%	Reduced
408	AGFIA Accel Growth Fund IV Associates Palo Alto, California	$58.2M	$0	1	100%	Maintained
409	Jones Financial Companies Des Peres, Missouri	$57.8M	+$25.5M	5	0.07%	Increased
410	Yousif Capital Management Bloomfield Hills, Michigan	$57.5M	-$1.84M	4	0.65%	Reduced
411	Sequoia Financial Advisors Akron, Ohio	$57.5M	-$270K	5	0.69%	Reduced
412	IG Ithaka Group Arlington, Virginia	$57.4M	-$1.56M	2	10.6%	Reduced
413	MGI MayTech Global Investments New York	$57.2M	+$1.09M	2	8.56%	Increased
414	Nippon Life Global Investors Americas New York	$57M	+$2.62M	1	2.51%	Increased
415	OFI Invest Asset Management Paris, France	$56.7M	-$4.61M	3	1.51%	Reduced
416	Martingale Asset Management Boston, Massachusetts	$56.6M	-$20.1M	3	1.22%	Reduced
417	ACM Anomaly Capital Management New York	$56.3M	-$46.8M	1	2.14%	Reduced
418	LGT Group Foundation Vaduz, Liechtenstein	$56.1M	+$12.5M	2	0.88%	Increased
419	HC Henshaw Capital Woburn, Massachusetts	$55.6M	$0	1	2.51%	Maintained
420	Mutual of America Capital Management New York	$54.9M	-$2.05M	3	0.6%	Reduced
421	Nomura Holdings Tokyo, Japan	$54.9M	+$23.1M	4	0.11%	Increased
422	Vident Advisory Alpharetta, Georgia	$54.8M	+$18.6M	4	1.51%	Increased
423	MIS Morningstar Investment Services Chicago, Illinois	$54M	+$18.7M	2	0.59%	Increased
424	Mercer Global Advisors Denver, Colorado	$52.9M	+$3.41M	5	0.14%	Increased
425	Wealthfront Advisers Palo Alto, California	$52.5M	-$2.55M	4	0.18%	Reduced