← 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
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$64.3M -$518K 1 2.76% Reduced
402
Twin Tree Management
Twin Tree Management
Texas
$64.1M -$32.2M 4 0.13% Reduced
403
Wealthfront Advisers
Wealthfront Advisers
California
$63.9M +$2.24M 4 0.2% Increased
404
PTC
Petrus Trust Company
Texas
$63.6M -$1.6M 4 6.2% Reduced
405
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$63.3M -$2.23M 5 0.68% Reduced
406
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$63.2M -$90.1M 5 0.2% Reduced
407
Balyasny Asset Management
Balyasny Asset Management
Illinois
$62.7M -$105M 5 0.1% Reduced
408
AC
AltraVue Capital
Washington
$62.6M -$35.2M 1 5.63% Reduced
409
NCM
Nellore Capital Management
California
$62.5M -$7.68M 1 8.52% Reduced
410
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$62.1M +$58.1M 1 0.87% New
411
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$61.9M +$4.89M 4 1.1% Increased
412
Mercer Global Advisors
Mercer Global Advisors
Colorado
$61.4M -$2.69M 5 0.14% Reduced
413
Soros Fund Management
Soros Fund Management
New York
$61.2M +$57M 2 0.88% New
414
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$60.8M +$2.64M 6 0.56% Increased
415
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$60.4M +$7.97M 1 1.39% Increased
416
Marex Group
Marex Group
$59.4M +$25.1M 4 1.35% Increased
417
HC
Henshaw Capital
Massachusetts
$59.2M $0 1 2.48% Maintained
418
AGFIA
Accel Growth Fund IV Associates
California
$58.7M $0 1 100% Maintained
419
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$58.6M +$4.97M 4 1.02% Increased
420
PHAM
Pacific Heights Asset Management
California
$58.6M $0 1 4.35% Maintained
421
APG Asset Management
APG Asset Management
Netherlands
$58.2M -$307M 3 0.39% Reduced
422
Capital International Sarl
Capital International Sarl
California
$57.7M +$8.05M 3 1.48% Increased
423
CPWM
Cypress Point Wealth Management
Texas
$57.7M -$230K 2 22.66% Reduced
424
Group One Trading
Group One Trading
Illinois
$57.5M +$9.26M 6 0.16% Increased
425
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$56.7M +$21M 1 0.77% Increased