← 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	VCM Valiant Capital Management San Francisco, California	$44.2M	-$11.3M	1	5.35%	Reduced
427	Qube Research & Technologies (QRT) London, United Kingdom	$43.9M	-$1.01M	4	0.34%	Reduced
428	CPWM Cypress Point Wealth Management Dallas, Texas	$43.4M	-$4.59M	2	40.2%	Reduced
429	HCM Hollencrest Capital Management Newport Beach, California	$42.9M	-$1.4M	2	3.37%	Reduced
430	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$42.7M	-$23.1K	2	1.97%	Reduced
431	Daiwa Securities Group Tokyo, Japan	$42.5M	-$3.34M	4	0.25%	Reduced
432	AAM AO Asset Management New York	$42.3M	-$61.8M	2	4.12%	Reduced
433	FFM Fullerton Fund Management Singapore	$41.9M	+$12.1M	1	2.1%	Increased
434	Armistice Capital New York	$41.7M	+$33M	2	0.68%	Increased
435	Commerce Bank Kansas City, Missouri	$41.5M	-$5.24M	4	0.27%	Reduced
436	SL Summitry LLC Foster City, California	$41.1M	+$840K	1	2.4%	Increased
437	MC MIG Capital Newport Beach, California	$40.9M	-$6.29M	1	4.08%	Reduced
438	Williams Jones Wealth Management New York	$40.9M	+$927K	2	0.51%	Increased
439	Klingenstein Fields & Co New York	$40.8M	-$3.09M	2	1.64%	Reduced
440	UMB Bank Kansas City, Missouri	$40.5M	+$6.16M	5	0.51%	Increased
441	United Capital Financial Advisors Irving, Texas	$40.4M	+$4.72M	3	0.19%	Increased
442	Creative Planning Overland Park, Kansas	$40.4M	-$685K	5	0.06%	Reduced
443	Soros Fund Management New York	$39.9M	+$12.9M	1	0.55%	Increased
444	Jasper Ridge Partners Menlo Park, California	$39.5M	-$5.08M	3	1.48%	Reduced
445	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$39.5M	+$3.51M	2	0.91%	Increased
446	Partners Capital Investment Group Boston, Massachusetts	$39.4M	+$6.58M	2	1.82%	Increased
447	Cresset Asset Management Chicago, Illinois	$39.3M	+$7.94M	4	0.38%	Increased
448	Norinchukin Bank Tokyo, Japan	$38.9M	-$699K	2	0.49%	Reduced
449	Vident Investment Advisory Alpharetta, Georgia	$38.9M	+$3.36M	3	1.01%	Increased
450	SAM Sycomore Asset Management Paris, France	$38.8M	+$3.57M	2	5.98%	Increased