← 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	DFO Duquesne Family Office New York	$39.3M	-$58.1M	1	1.27%	Reduced
452	Twin Tree Management Dallas, Texas	$39.2M	-$8.32M	3	0.09%	Reduced
453	Cresset Asset Management Chicago, Illinois	$39.1M	-$2.84M	4	0.53%	Reduced
454	Private Advisor Group Morristown, New Jersey	$39.1M	+$15.2M	3	0.25%	Increased
455	Oregon Public Employees Retirement Fund Tigard, Oregon	$38.7M	+$623K	4	0.44%	Increased
456	Whittier Trust South Pasadena, California	$38.4M	+$648K	3	0.7%	Increased
457	AAM Aureus Asset Management Boston, Massachusetts	$38.3M	+$979K	1	2.52%	Increased
458	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$38.2M	-$1.98M	3	0.6%	Reduced
459	United Capital Financial Advisors Irving, Texas	$38.2M	+$654K	4	0.19%	Increased
460	MC Middleton & Co Boston, Massachusetts	$37.9M	+$725K	2	4.06%	Increased
461	FC Franchise Capital Grand Cayman, Cayman Islands	$37.9M	+$16.2M	1	4.52%	Increased
462	SAM Shell Asset Management The Hague, Netherlands	$37.8M	+$10.3M	2	0.85%	Increased
463	Regions Financial Corp Birmingham, Alabama	$37.8M	+$773K	2	0.33%	Increased
464	FCI Financial Counselors Inc Overland Park, Kansas	$37.8M	+$1.04M	2	0.81%	Increased
465	Heritage Investors Management Corp Bethesda, Maryland	$37.6M	+$152K	1	1.58%	Increased
466	ACGDR Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$37.4M	+$20.1M	1	4.65%	Increased
467	CLCM Center Lake Capital Management West Palm Beach, Florida	$37.3M	+$12.1M	1	6.07%	Increased
468	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$37.3M	-$4.27M	2	1.03%	Reduced
469	UMB Bank Kansas City, Missouri	$37.2M	+$982K	2	0.84%	Increased
470	SAM Sycomore Asset Management Paris, France	$37.1M	+$921K	2	5.43%	Increased
471	Brinker Capital Investments Berwyn, Pennsylvania	$36.8M	+$361K	3	0.58%	Increased
472	SG Americas Securities New York	$36.5M	-$22.7M	5	0.17%	Reduced
473	AH Allen Holding New York	$36.1M	+$16.9M	1	5.34%	Increased
474	LMR Partners London, United Kingdom	$36M	+$27.4M	4	0.41%	Increased
475	NOCM Night Owl Capital Management Greenwich, Connecticut	$35.5M	+$191K	1	6.24%	Increased