← 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
451	Klingenstein Fields & Co New York	$15.2M	-$460K	1	0.99%	Reduced
452	NOCM Night Owl Capital Management Greenwich, Connecticut	$15M	+$19.4K	1	5.03%	Increased
453	GH GAM Holding Zurich, Switzerland	$15M	+$792K	2	1.02%	Increased
454	Glenmede Trust Philadelphia, Pennsylvania	$15M	$0	3	0.07%	Maintained
455	AGAM Avalon Global Asset Management San Francisco, California	$15M	-$6.31M	2	7.05%	Reduced
456	QAM QCI Asset Management Pittsford, New York	$14.8M	-$4.43M	2	1.45%	Reduced
457	Whittier Trust South Pasadena, California	$14.6M	+$50.9K	2	0.48%	Increased
458	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$14.4M	-$7.06M	1	0.28%	Reduced
459	LF Lannebo Fonder Stockholm, Sweden	$14.3M	+$3.26M	1	4%	Increased
460	Azimuth Capital Management Bloomfield Hills, Michigan	$14.3M	+$5.39M	1	1.07%	Increased
461	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$14.2M	+$16.8M	2	8.01%	New
462	MC Middleton & Co Boston, Massachusetts	$14.2M	-$253K	1	2.48%	Reduced
463	EPC Emerson Point Capital Larchmont, New York	$14M	-$12.1M	2	3.69%	Reduced
464	CIBC World Market Toronto, Ontario, Canada	$13.9M	+$5.88M	2	0.07%	Increased
465	PM Pembroke Management Montreal, Quebec, Canada	$13.8M	-$1.33M	1	2.19%	Reduced
466	FCI Financial Counselors Inc Overland Park, Kansas	$13.8M	+$972K	2	0.61%	Increased
467	Oribel Capital Management New York	$13.8M	-$7.92M	1	2.63%	Reduced
468	Oppenheimer & Co New York	$13.6M	-$1.16M	2	0.41%	Reduced
469	PVH Psagot Value Holdings Tel Aviv, Israel	$13.5M	+$15.9M	1	0.55%	Increased
470	Brinker Capital Berwyn, Pennsylvania	$13.4M	+$1.02M	3	0.53%	Increased
471	Crossmark Global Holdings Houston, Texas	$13.3M	+$989K	2	0.48%	Increased
472	BAPIM British Airways Pensions Investment Management London, United Kingdom	$13.3M	-$9.48M	1	0.7%	Reduced
473	JMFC J.M. Forbes & Co Boston, Massachusetts	$13.3M	+$254K	1	2.96%	Increased
474	QS Investors New York	$13.2M	+$2.91M	3	0.21%	Increased
475	Eastern Bank Boston, Massachusetts	$13.2M	-$6.51M	1	0.98%	Reduced