← 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	Whittier Trust South Pasadena, California	$20.2M	+$409K	2	0.56%	Increased
452	Klingenstein Fields & Co New York	$20.1M	+$318K	1	1.1%	Increased
453	Brinker Capital Berwyn, Pennsylvania	$20.1M	+$2.38M	3	0.64%	Increased
454	CIBC World Market Toronto, Ontario, Canada	$20M	+$1.19M	2	0.09%	Increased
455	Jasper Ridge Partners Menlo Park, California	$19.9M	-$9.21M	2	1.38%	Reduced
456	IEQ Capital Foster City, California	$19.7M	+$3.78M	2	1.28%	Increased
457	CG Cutler Group San Francisco, California	$19.4M	+$12.9M	3	1.28%	Increased
458	CC Crosslink Capital Menlo Park, California	$19M	-$13.6M	1	3.92%	Reduced
459	Crossmark Global Holdings Houston, Texas	$19M	+$940K	2	0.55%	Increased
460	FFA First Foundation Advisors Irvine, California	$19M	-$12.6M	1	0.98%	Reduced
461	WMC Westwood Management Corporation Chicago, Illinois	$18.8M	+$6.37M	1	1.94%	Increased
462	Davidson Kempner Capital Management New York	$18.8M	+$16.9M	1	0.45%	New
463	Graham Capital Management Rowayton, Connecticut	$18.7M	+$11.8M	1	0.9%	Increased
464	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$18.7M	$0	1	0.27%	Maintained
465	GW&K Investment Management Boston, Massachusetts	$18.4M	+$1.03M	1	0.26%	Increased
466	BOK Financial Tulsa, Oklahoma	$18.4M	+$2.16M	3	0.43%	Increased
467	ZCM Ziegler Capital Management Chicago, Illinois	$18.3M	-$17.9M	1	0.58%	Reduced
468	Scotia Capital Toronto, Ontario, Canada	$18.2M	+$791K	2	0.25%	Increased
469	WC Westwind Capital Las Cruces, New Mexico	$18M	+$120K	2	6.83%	Increased
470	MML Investors Services Springfield, Massachusetts	$17.9M	+$6.13M	3	0.24%	Increased
471	AGP Akaris Global Partners New York	$17.9M	+$7.19M	1	9.17%	Increased
472	LWM Lyell Wealth Management Menlo Park, California	$17.9M	+$640K	2	3.93%	Increased
473	QIM Quest Investment Management Lake Oswego, Oregon	$17.9M	-$4.3M	1	2.01%	Reduced
474	Nippon Life Global Investors Americas New York	$17.9M	+$798K	2	1.27%	Increased
475	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$17.7M	+$563K	3	0.33%	Increased