← 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	SL Summitry LLC Foster City, California	$48.1M	+$471K	1	2.49%	Increased
452	Atalanta Sosnoff Capital New York	$48M	-$46.9M	2	1.08%	Reduced
453	Salem Investment Counselors Winston Salem, North Carolina	$47.9M	+$2.74M	4	1.54%	Increased
454	Curi RMB Capital Chicago, Illinois	$47.6M	+$1.67M	2	1.14%	Increased
455	Laurion Capital Management New York	$47.5M	+$41.5M	1	0.56%	Increased
456	Jupiter Asset Management London, United Kingdom	$47.4M	-$27.8M	1	0.45%	Reduced
457	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$46.8M	+$321K	3	1.92%	Increased
458	QPBE Quintet Private Bank (Europe) Luxembourg	$45.5M	+$1.45M	4	2.64%	Increased
459	Davidson Kempner Capital Management New York	$45M	-$8.96M	1	0.72%	Reduced
460	Chilton Investment Company Stamford, Connecticut	$44.4M	+$40.6M	1	1.25%	Increased
461	Capital International Sarl Los Angeles, California	$44.4M	-$7.9M	3	1.36%	Reduced
462	Dai-ichi Life Insurance Company Tokyo, Japan	$44.2M	-$2.9M	3	1.07%	Reduced
463	Regions Financial Corp Birmingham, Alabama	$43.3M	+$177K	4	0.33%	Increased
464	AIM Avity Investment Management Greenwich, Connecticut	$43.2M	+$208K	1	3.48%	Increased
465	Capital Fund Management (CFM) Paris, France	$43.2M	-$91.4M	2	0.13%	Reduced
466	Ethic Inc New York	$43M	+$2.36M	5	1.01%	Increased
467	Harvest Portfolios Group Oakville, Ontario, Canada	$42.9M	+$1.44M	2	1.64%	Increased
468	UMB Bank Kansas City, Missouri	$42.7M	+$2.64M	5	0.7%	Increased
469	Elo Mutual Pension Insurance Espoo, Finland	$42.6M	+$399K	4	1%	Increased
470	Sanibel Captiva Trust Company Sanibel, Florida	$41.9M	+$1.98M	2	1.43%	Increased
471	Vanguard Personalized Indexing Management Oakland, California	$41.8M	+$1.39M	5	0.8%	Increased
472	BFO Boston Family Office Boston, Massachusetts	$41.7M	-$177K	3	3%	Reduced
473	Quilter Plc London, United Kingdom	$41.4M	+$1.28M	1	0.93%	Increased
474	O'Shaughnessy Asset Management Stamford, Connecticut	$41.3M	+$699K	4	0.43%	Increased
475	DSAM Dock Street Asset Management Palm Beach, Florida	$41.3M	+$24.2M	2	5.78%	Increased