← 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
Trillium Asset Management
Trillium Asset Management
Massachusetts
$75.7M -$3.76M 2 2.04% Reduced
452
TAM
Thematics Asset Management
France
$75.6M -$4.33M 1 3.4% Reduced
453
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$75.3M +$4.37M 2 1.74% Increased
454
SCP
Sandhill Capital Partners
New York
$74.3M +$529K 2 5.34% Increased
455
Advisory Services Network
Advisory Services Network
Georgia
$73.6M +$3.49M 5 1.18% Increased
456
Forum Financial Management
Forum Financial Management
Illinois
$73.4M -$255K 4 1.12% Reduced
457
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$73.2M -$5.22M 6 0.5% Reduced
458
GPTE
Generali Powszechne Towarzystwo Emerytalne
Poland
$71.7M +$21.7M 3 14.81% Increased
459
LSV Asset Management
LSV Asset Management
Illinois
$71.6M +$73.7M 1 0.17% Increased
460
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$71.5M +$2.49M 3 1% Increased
461
GWMR
GC Wealth Management RIA
Massachusetts
$71.4M +$10.4M 3 5.84% Increased
462
Tocqueville Asset Management
Tocqueville Asset Management
New York
$70.6M -$16.9M 4 1.07% Reduced
463
PIMC
Praesidium Investment Management Company
New York
$70.3M -$9.63M 1 12.4% Reduced
464
RG
Renaissance Group
Kentucky
$70.1M +$492K 3 2.73% Increased
465
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$69.6M -$16.1M 3 0.92% Reduced
466
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$69.2M -$271K 1 0.68% Reduced
467
Quilter Plc
Quilter Plc
United Kingdom
$69M +$14.1M 2 1.26% Increased
468
Ethic Inc
Ethic Inc
New York
$69M +$1.87M 4 1.24% Increased
469
Bridges Investment Management
Bridges Investment Management
Nebraska
$68.9M -$855K 2 0.93% Reduced
470
Oppenheimer & Co
Oppenheimer & Co
New York
$68.7M -$1.04M 5 0.91% Reduced
471
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$68.6M +$42.3M 3 0.3% Increased
472
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$68.3M +$8.26M 3 0.56% Increased
473
NEI
Northwest & Ethical Investments
Ontario, Canada
$68.1M +$12.6M 3 1.69% Increased
474
Woodline Partners
Woodline Partners
California
$68M +$5.69M 3 0.36% Increased
475
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$67.5M +$1.32M 4 1.19% Increased