← 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	AAM Aureus Asset Management Boston, Massachusetts	$18.6M	+$354K	1	2.07%	Increased
427	Advisor Group Phoenix, Arizona	$18.4M	+$2.75M	3	0.13%	Increased
428	Commerce Bank Kansas City, Missouri	$18.4M	+$2.09M	3	0.18%	Increased
429	ANI American National Insurance Galveston, Texas	$18.4M	$0	2	0.96%	Maintained
430	Banque Pictet & Cie Geneva 73, Switzerland	$18.2M	+$112K	2	0.32%	Increased
431	Heritage Investors Management Corp Bethesda, Maryland	$17.8M	+$2.21M	1	0.94%	Increased
432	MCM McKinley Capital Management Anchorage, Alaska	$17.7M	-$420K	1	1.15%	Reduced
433	Klingenstein Fields & Co New York	$17.6M	-$362K	1	0.89%	Reduced
434	Creative Planning Overland Park, Kansas	$17.6M	-$372K	2	0.05%	Reduced
435	DBG De Burlo Group Boston, Massachusetts	$17.5M	+$11.8M	2	3.54%	Increased
436	OMERS Administration Corp Toronto, Ontario, Canada	$17.2M	+$3.52M	2	0.2%	Increased
437	BAMCO Inc New York	$17M	+$5.19M	2	0.06%	Increased
438	Jasper Ridge Partners Menlo Park, California	$16.9M	-$17.9M	2	1.11%	Reduced
439	B BP London, United Kingdom	$16.8M	$0	2	0.57%	Maintained
440	DI Dalton Investments Las Vegas, Nevada	$16.7M	-$2.7M	1	10.27%	Reduced
441	Oppenheimer & Co New York	$16.5M	+$1.41M	1	0.41%	Increased
442	FA Friess Associates Greenville, Delaware	$16.3M	-$6.38M	1	1.14%	Reduced
443	PEAK6 Investments Chicago, Illinois	$16.3M	-$19.1M	1	0.08%	Reduced
444	MC Middleton & Co Boston, Massachusetts	$16.2M	+$29.8K	1	2.31%	Increased
445	MCM Maryland Capital Management Towson, Maryland	$16.2M	+$236K	1	1.72%	Increased
446	United Capital Financial Advisors Irving, Texas	$16.1M	+$1.24M	2	0.1%	Increased
447	Rockefeller Capital Management New York	$16.1M	+$2.28M	3	0.2%	Increased
448	SAM Sycomore Asset Management Paris, France	$16M	+$409K	1	7.64%	Increased
449	QIM Quest Investment Management Lake Oswego, Oregon	$16M	-$446K	1	1.85%	Reduced
450	GIM Grassi Investment Management Santa Clara, California	$15.8M	-$86.2K	2	2.14%	Reduced