← 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
426	FPCP Fort Point Capital Partners San Francisco, California	$14M	-$714K	1	6.11%	Reduced
427	Cambridge Investment Research Advisors Fairfield, Iowa	$14M	+$1.51M	2	0.13%	Increased
428	Chilton Capital Management Houston, Texas	$13.8M	-$115K	1	1.23%	Reduced
429	Simplex Trading Chicago, Illinois	$13.8M	+$10.6M	2	0.04%	Increased
430	Alyeska Investment Group Chicago, Illinois	$13.8M	-$29.4M	1	0.18%	Reduced
431	Associated Banc-Corp Green Bay, Wisconsin	$13.8M	+$1.1M	1	0.79%	Increased
432	Creative Planning Overland Park, Kansas	$13.7M	-$87.8K	2	0.05%	Reduced
433	Profund Advisors Bethesda, Maryland	$13.6M	+$1.81M	2	0.66%	Increased
434	Oppenheimer & Co New York	$13.5M	+$990K	1	0.36%	Increased
435	United Capital Financial Advisors Irving, Texas	$13.5M	+$1.5M	3	0.09%	Increased
436	UBS O'Connor Chicago, Illinois	$13.5M	-$5.85M	2	0.38%	Reduced
437	BCH Berkshire Capital Holdings San Jose, California	$13.3M	-$9.7M	2	5.74%	Reduced
438	CG Cutler Group San Francisco, California	$13.3M	+$11.5M	3	1.38%	Increased
439	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$13.3M	$0	1	2.2%	Maintained
440	BHB Bank Hapoalim BM Tel Aviv, Israel	$13.3M	-$473K	1	3.19%	Reduced
441	FCM Flinton Capital Management Philadelphia, Pennsylvania	$13.2M	+$1.08M	3	0.43%	Increased
442	Advisor Group Phoenix, Arizona	$13.1M	+$1.94M	3	0.11%	Increased
443	Westwood Holdings Group Dallas, Texas	$12.9M	-$1.54M	1	0.13%	Reduced
444	CMT Capital Markets Trading Frankfurt, Germany	$12.8M	+$620K	1	0.42%	Increased
445	MGI MayTech Global Investments New York	$12.7M	-$116K	1	6.71%	Reduced
446	LF Lannebo Fonder Stockholm, Sweden	$12.7M	$0	1	4.05%	Maintained
447	SAM Securian Asset Management St Paul, Minnesota	$12.7M	+$88.2K	1	0.3%	Increased
448	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$12.7M	-$1.53M	1	1.57%	Reduced
449	GW&K Investment Management Boston, Massachusetts	$12.6M	-$2.6M	1	0.2%	Reduced
450	Sequoia Financial Advisors Akron, Ohio	$12.5M	+$85.2K	2	1.03%	Increased