← 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
Zacks Investment Management
Zacks Investment Management
Illinois
$76.6M -$23.6M 4 0.61% Reduced
452
MGI
MayTech Global Investments
New York
$76.2M -$3.96M 2 7.95% Reduced
453
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$75.8M +$1.11M 4 1.27% Increased
454
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$75.8M +$7.13M 3 1.09% Increased
455
GA
GuoLine Advisory
Singapore
$75.3M $0 2 7.5% Maintained
456
Stephens Inc
Stephens Inc
Arkansas
$75.2M -$13.4M 5 0.96% Reduced
457
Penserra Capital Management
Penserra Capital Management
California
$75.1M +$21.8M 5 0.9% Increased
458
SCM
Silvant Capital Management
Georgia
$74.7M +$27.1M 3 2.59% Increased
459
Summit Trail Advisors
Summit Trail Advisors
New York
$73.9M -$5.28M 5 1.02% Reduced
460
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$73.8M -$544K 3 1.55% Reduced
461
TAM
Thematics Asset Management
France
$73.2M +$5.64M 1 3.32% Increased
462
Advisory Services Network
Advisory Services Network
Georgia
$73.1M -$5.82M 6 1.07% Reduced
463
Midwest Trust
Midwest Trust
Kansas
$73M +$2.09M 3 0.95% Increased
464
Trillium Asset Management
Trillium Asset Management
Massachusetts
$72.8M +$5.13M 2 1.92% Increased
465
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$72.6M -$6.7M 3 0.84% Reduced
466
Independent Financial Group
Independent Financial Group
California
$72.4M +$168K 5 1.74% Increased
467
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$71.8M +$4.64M 2 2.15% Increased
468
Summit Financial
Summit Financial
New Jersey
$71.5M +$57.8M 4 1.09% Increased
469
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$71.4M +$25M 3 1.08% Increased
470
Bridges Investment Management
Bridges Investment Management
Nebraska
$70.6M +$9.09M 2 0.9% Increased
471
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$70.4M +$63.6M 1 0.23% Increased
472
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$70M +$10.5M 2 0.66% Increased
473
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$69.6M -$43.1M 3 1.33% Reduced
474
Shelton Capital Management
Shelton Capital Management
Colorado
$69.4M -$2.2M 4 1.49% Reduced
475
Balyasny Asset Management
Balyasny Asset Management
Illinois
$68.9M -$198M 5 0.09% Reduced