← 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	Aristotle Atlantic Partners Sarasota, Florida	$17.8M	+$209K	2	2.71%	Increased
427	SG Americas Securities New York	$17.6M	+$15.2M	3	0.17%	Increased
428	United Capital Financial Advisors Irving, Texas	$17.6M	+$2.92M	2	0.15%	Increased
429	B BP London, United Kingdom	$17.6M	+$2.45M	2	0.75%	Increased
430	DBG De Burlo Group Boston, Massachusetts	$17.5M	+$2.78M	1	4.9%	Increased
431	Partners Capital Investment Group Boston, Massachusetts	$17.5M	+$7.46M	2	1.19%	Increased
432	QIM Quest Investment Management Lake Oswego, Oregon	$17.4M	+$3.86M	1	2.44%	Increased
433	ANI American National Insurance Galveston, Texas	$17.3M	$0	2	1.12%	Maintained
434	Banque Pictet & Cie Geneva 73, Switzerland	$17M	+$874K	2	0.35%	Increased
435	GEM Global Endowment Management Charlotte, North Carolina	$17M	$0	1	1.54%	Maintained
436	AAM Aureus Asset Management Boston, Massachusetts	$16.9M	+$595K	1	2.35%	Increased
437	HLC Hunt Lane Capital New York	$16.8M	-$3.43M	1	4.96%	Reduced
438	Trillium Asset Management Boston, Massachusetts	$16.8M	+$3.61M	1	0.88%	Increased
439	Creative Planning Overland Park, Kansas	$16.6M	+$911K	2	0.06%	Increased
440	MCM McKinley Capital Management Anchorage, Alaska	$16.5M	+$981K	1	1.32%	Increased
441	MUFG Securities EMEA London, United Kingdom	$16.4M	-$36.2M	2	0.17%	Reduced
442	GLCM Greenlea Lane Capital Management Weston, Connecticut	$16.4M	+$19.5M	1	10.75%	New
443	GIP Granite Investment Partners El Segundo, California	$16.3M	-$1.92M	1	1.05%	Reduced
444	Steward Partners Investment Advisory New York	$16.2M	+$4.16M	2	0.59%	Increased
445	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$16.1M	+$96.3K	1	2.59%	Increased
446	MLL Moody Lynn & Lieberson Boston, Massachusetts	$16.1M	+$12.5M	2	2.22%	Increased
447	Heritage Investors Management Corp Bethesda, Maryland	$16M	+$300K	1	1.12%	Increased
448	Junto Capital Management New York	$15.6M	-$112M	1	1.13%	Reduced
449	FA Friess Associates Greenville, Delaware	$15.6M	+$1.41M	1	1.56%	Increased
450	Norinchukin Bank Tokyo, Japan	$15.2M	-$10.3M	2	0.3%	Reduced