← 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
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$38.2M +$16.3M 2 1.75% Increased
427
CT
Cambridge Trust
Massachusetts
$38.2M +$709K 2 1.73% Increased
428
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$38.1M -$1.24M 1 2.74% Reduced
429
Czech National Bank
Czech National Bank
Czech Republic
$38M -$294K 2 0.86% Reduced
430
UniSuper Management
UniSuper Management
Australia
$37.8M +$35.5M 4 0.43% New
431
CIBC World Markets
CIBC World Markets
New York
$37.7M -$693K 2 0.31% Reduced
432
APC
Alta Park Capital
California
$37.5M -$6.85M 1 3.82% Reduced
433
RCW
Rheos Capital Works
Japan
$37.1M -$18M 1 1.99% Reduced
434
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$37M -$5.24M 6 0.23% Reduced
435
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$36.8M +$2.39M 4 0.63% Increased
436
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$36.7M -$9.67M 4 0.91% Reduced
437
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$36.6M +$5.97M 4 0.9% Increased
438
LPP
Long Path Partners
Connecticut
$36.6M -$30.2M 2 16.08% Reduced
439
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5M -$98.4K 5 0.36% Reduced
440
Regions Financial Corp
Regions Financial Corp
Alabama
$36.5M -$265K 2 0.32% Reduced
441
AAM
Aureus Asset Management
Massachusetts
$36.5M -$1.33M 1 2.73% Reduced
442
AAM
Ardevora Asset Management
United Kingdom
$36.2M +$32.2M 1 0.88% New
443
Atria Investments
Atria Investments
North Carolina
$36.2M +$3.61M 3 0.65% Increased
444
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$36.1M +$23.3M 1 0.7% Increased
445
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$35.8M +$10.3M 4 0.77% Increased
446
GCM
Glynn Capital Management
California
$35.4M -$324K 2 7.85% Reduced
447
HCM
Hollencrest Capital Management
California
$35.3M +$16.3K 3 3.66% Increased
448
NIMI
Natixis Investment Managers International
France
$35.2M -$10.1M 2 2.61% Reduced
449
Group One Trading
Group One Trading
Illinois
$35.2M +$10.9M 5 0.11% Increased
450
LF
Lannebo Fonder
Sweden
$35.1M $0 1 4.94% Maintained