← 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
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$94.6M +$14.7M 3 0.25% Increased
402
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$94.3M -$4.57M 1 2.84% Reduced
403
Yousif Capital Management
Yousif Capital Management
Michigan
$94.1M +$482K 4 1.01% Increased
404
SBI Securities
SBI Securities
Japan
$93.5M +$4.74M 8 2.69% Increased
405
Mutual of America Capital Management
Mutual of America Capital Management
New York
$93.1M -$10.2K 4 1% Reduced
406
Capital International Sarl
Capital International Sarl
California
$92.9M +$6.07M 4 1.78% Increased
407
SG Americas Securities
SG Americas Securities
New York
$92.6M -$111M 7 0.38% Reduced
408
ROIC
Route One Investment Company
California
$92.3M $0 1 4.04% Maintained
409
Avantax Advisory Services
Avantax Advisory Services
Texas
$92.1M +$9.66M 6 0.51% Increased
410
GGHC
Gilder Gagnon Howe & Co
New York
$92M -$75.5M 3 0.98% Reduced
411
KGAMU
KPS Global Asset Management (UK)
United Kingdom
$92M $0 1 12.22% Maintained
412
Scotia Capital
Scotia Capital
Ontario, Canada
$92M +$4.54M 3 0.43% Increased
413
SIG
Sargent Investment Group
Maryland
$91.7M -$6.66M 3 12.4% Reduced
414
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$91.1M +$24.7M 6 0.32% Increased
415
Private Advisor Group
Private Advisor Group
New Jersey
$90.9M -$3.23M 5 0.49% Reduced
416
AAM
AMI Asset Management
California
$90.7M +$14.1M 3 5.18% Increased
417
AP
Atwood & Palmer
Missouri
$90.3M -$8.5M 2 5.65% Reduced
418
Alphabet Inc
Alphabet Inc
California
$90M $0 1 4.22% Maintained
419
NHAS
Novo Holdings A/S
Denmark
$90M +$15.3M 1 6.36% Increased
420
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$89.7M -$5.33M 4 1.83% Reduced
421
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$89.6M -$569K 5 1.45% Reduced
422
MGI
MayTech Global Investments
New York
$89.3M +$4.26M 2 9.25% Increased
423
Westwood Holdings Group
Westwood Holdings Group
Texas
$89M +$6.66M 2 0.64% Increased
424
Zacks Investment Management
Zacks Investment Management
Illinois
$88.9M -$11M 4 0.76% Reduced
425
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$88.8M -$2.74M 3 1.11% Reduced