← 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	AE Wealth Management Topeka, Kansas	$52.2M	+$3.15M	5	0.52%	Increased
427	Meitav Investment House Bene-Beraq, Israel	$52.2M	+$4.33M	2	0.93%	Increased
428	Kestra Advisory Services Austin, Texas	$51.9M	+$13.4M	5	0.29%	Increased
429	Steward Partners Investment Advisory New York	$51.8M	+$792K	6	0.55%	Increased
430	NewEdge Advisors New Orleans, Louisiana	$51.7M	+$8.06M	6	0.38%	Increased
431	Dana Investment Advisors Waukesha, Wisconsin	$51.5M	-$3.53M	2	1.74%	Reduced
432	Alkeon Capital Management New York	$51.5M	-$86.9M	1	0.08%	Reduced
433	MFWM Motley Fool Wealth Management Alexandria, Virginia	$51.5M	-$1.38M	1	2.62%	Reduced
434	Lido Advisors Los Angeles, California	$51.2M	+$25.9M	4	0.29%	Increased
435	Prudential plc London, England, United Kingdom	$51.2M	+$4.92M	3	0.35%	Increased
436	WCM Windward Capital Management Los Angeles, California	$50.9M	-$1.33M	1	4.29%	Reduced
437	Castleark Management Chicago, Illinois	$50.7M	-$21M	1	2.07%	Reduced
438	Construction & Building Unions Superannuation Fund Melbourne, Australia	$50.6M	$0	1	2.14%	Maintained
439	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$50.3M	+$815K	1	3.19%	Increased
440	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$50.1M	+$6.24M	3	0.58%	Increased
441	Fuller & Thaler Asset Management San Mateo, California	$50M	+$50.1M	1	0.21%	New
442	Brinker Capital Investments Berwyn, Pennsylvania	$49.5M	+$1.27M	3	0.52%	Increased
443	Orion Portfolio Solutions Omaha, Nebraska	$49.5M	+$1.27M	3	0.52%	Increased
444	Stephens Inc Little Rock, Arkansas	$49.5M	+$1.45M	3	0.75%	Increased
445	Signature Estate & Investment Advisors Los Angeles, California	$48.8M	+$3.16M	1	1.22%	Increased
446	Crossmark Global Holdings Houston, Texas	$48.7M	+$4.72M	5	0.93%	Increased
447	Atria Investments Charlotte, North Carolina	$48.7M	+$1.74M	4	0.63%	Increased
448	Braun Stacey Associates New York	$48.5M	-$3.85M	2	1.88%	Reduced
449	VCP Varenne Capital Partners Paris, France	$48.4M	+$2.65M	1	12.22%	Increased
450	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$48.2M	+$13.6M	4	0.79%	Increased