← 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
PAI
Pittenger & Anderson Inc
Nebraska
$51.8M +$120K 3 1.94% Increased
452
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$51.4M +$2.66M 5 0.15% Increased
453
Pacer Advisors
Pacer Advisors
Pennsylvania
$51.3M -$62.9M 5 0.11% Reduced
454
ECM
Ensemble Capital Management
California
$51.2M -$26.7M 1 4.34% Reduced
455
Quantinno Capital Management
Quantinno Capital Management
New York
$50.8M +$11.8M 5 0.66% Increased
456
Chilton Investment Company
Chilton Investment Company
Connecticut
$50.4M -$81.4K 1 1.32% Reduced
457
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$50.3M +$1.82M 3 1.08% Increased
458
CIS
Connors Investor Services
Pennsylvania
$50.3M -$450K 2 4.87% Reduced
459
Kinetic Partners Management
Kinetic Partners Management
Florida
$50.2M -$33.1M 1 3.48% Reduced
460
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$50.1M +$2.66M 2 1.66% Increased
461
Curi RMB Capital
Curi RMB Capital
Illinois
$49.7M -$1.01M 3 1.13% Reduced
462
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$49.7M +$3.84M 4 1.05% Increased
463
MSR
Main Street Research
Connecticut
$49.7M +$42.1M 3 3.12% Increased
464
ACM
Argent Capital Management
Missouri
$49.1M +$45.1M 1 1.36% New
465
UMB Bank
UMB Bank
Missouri
$49M -$236K 5 0.76% Reduced
466
Hantz Financial Services
Hantz Financial Services
Michigan
$49M -$35M 4 0.87% Reduced
467
GA
Greenhaven Associates
New York
$48.8M +$110K 1 0.57% Increased
468
Atria Investments
Atria Investments
North Carolina
$48.6M -$4.96M 4 0.6% Reduced
469
NP
NS Partners
United Kingdom
$48.4M +$5.5M 2 2.04% Increased
470
AIA Group
AIA Group
Hong Kong
$48.3M +$23M 2 1.25% Increased
471
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$48.2M -$73.1M 2 0.35% Reduced
472
Zacks Investment Management
Zacks Investment Management
Illinois
$47.6M +$33.9M 3 0.41% Increased
473
AP
Atwood & Palmer
Missouri
$47.6M -$145K 3 3.23% Reduced
474
AIM
Avity Investment Management
Connecticut
$47.5M -$1.51M 1 3.7% Reduced
475
Regions Financial Corp
Regions Financial Corp
Alabama
$47M +$137K 4 0.34% Increased