← 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	Bridges Investment Management Omaha, Nebraska	$73.4M	-$3.99M	2	1.03%	Reduced
452	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$73.1M	-$8.73M	3	12.85%	Reduced
453	SCP Sandhill Capital Partners Buffalo, New York	$72.7M	-$5.09M	1	5.7%	Reduced
454	HC Henshaw Capital Woburn, Massachusetts	$72.3M	$0	1	3.01%	Maintained
455	TAM Thematics Asset Management Paris, France	$72.3M	-$13.3M	1	3.15%	Reduced
456	J. Safra Sarasin Holding	$71.8M	+$6.16M	2	1.21%	Increased
457	LGT Group Foundation Vaduz, Liechtenstein	$71.4M	-$8.65M	3	1.11%	Reduced
458	TC Tairen Capital Hong Kong	$71.4M	+$45.4M	1	10.49%	Increased
459	SBI Securities Tokyo, Japan	$70.3M	+$55.5M	9	2.17%	New
460	Signature Estate & Investment Advisors Los Angeles, California	$68.9M	-$4.76M	2	1.73%	Reduced
461	Schonfeld Strategic Advisors New York	$68.8M	+$32.6M	4	0.4%	Increased
462	Oppenheimer & Co New York	$68.3M	+$3.74M	5	1.02%	Increased
463	Marex Group London,	$68.1M	-$3.68M	4	1.16%	Reduced
464	Ethic Inc New York	$68.1M	+$11.2M	5	1.37%	Increased
465	Hudson Bay Capital Management Stamford, Connecticut	$67.8M	+$49.8M	2	0.24%	Increased
466	Nippon Life Global Investors Americas New York	$67.3M	-$8.52M	1	3.1%	Reduced
467	Private Advisor Group Morristown, New Jersey	$66.8M	-$783K	5	0.38%	Reduced
468	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$66.2M	-$239K	2	1.45%	Reduced
469	TIAA Trust, National Association Charlotte, North Carolina	$65.9M	-$21.5M	3	0.2%	Reduced
470	Parallel Advisors San Francisco, California	$65.8M	-$7.33M	6	1.48%	Reduced
471	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$65.8M	+$17.6K	1	3.91%	Increased
472	Mizuho Securities USA New York	$65.7M	+$18.8M	3	1.2%	Increased
473	WCM Windward Capital Management Los Angeles, California	$65.7M	-$776K	2	5.02%	Reduced
474	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$65M	+$55.1M	3	1.06%	Increased
475	Maverick Capital Dallas, Texas	$64.6M	-$24.4M	1	1.16%	Reduced