← 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
476	Azimuth Capital Management Bloomfield Hills, Michigan	$24.2M	+$79.5K	2	1.15%	Increased
477	MUFG Securities EMEA London, United Kingdom	$24.2M	-$14M	3	0.2%	Reduced
478	LWM Lyell Wealth Management Menlo Park, California	$24M	+$1.6M	2	3.5%	Increased
479	TIAA FSB Jacksonville, Florida	$23.9M	-$17.4M	2	0.09%	Reduced
480	Edmond de Rothschild Holding Chambesy, Switzerland	$23.9M	+$10.9M	2	0.65%	Increased
481	HLC Hunt Lane Capital New York	$23.7M	+$8.72M	2	4.92%	Increased
482	Daiwa Securities Group Tokyo, Japan	$23.7M	-$20.9M	2	0.18%	Reduced
483	OSIA O'Shares Investment Advisers Boston, Massachusetts	$23.5M	+$5.94M	4	1.74%	Increased
484	ALAM Asahi Life Asset Management Tokyo, Japan	$23.5M	-$3.38M	1	3.18%	Reduced
485	Klingenstein Fields & Co New York	$23.4M	+$514K	1	1.06%	Increased
486	Kovitz Investment Group Partners Chicago, Illinois	$23.2M	+$24.4M	1	0.54%	New
487	ING Group Amsterdam, Netherlands	$23.1M	-$1.9M	2	0.48%	Reduced
488	Barings Charlotte, North Carolina	$22.9M	+$20.6M	3	0.57%	Increased
489	FFA First Foundation Advisors Irvine, California	$22.9M	+$234K	2	0.98%	Increased
490	UONDDL University of Notre Dame du Lac South Bend, Indiana	$22.8M	-$9.1M	2	6.14%	Reduced
491	Becker Capital Management Portland, Oregon	$22.7M	-$1.42M	2	1.02%	Reduced
492	Crossmark Global Holdings Houston, Texas	$22.6M	-$1.01M	2	0.56%	Reduced
493	Maryland State Retirement & Pension System Baltimore, Maryland	$22.3M	+$18.6M	3	0.78%	Increased
494	Parallel Advisors San Francisco, California	$22.2M	+$13.4M	4	1.05%	Increased
495	NAM NorthCoast Asset Management Greenwich, Connecticut	$22.1M	+$5.89M	2	0.9%	Increased
496	KA Kerrisdale Advisers Miami, Florida	$22.1M	+$7.37M	1	1.69%	Increased
497	ANI American National Insurance Galveston, Texas	$22.1M	-$5.98M	2	0.9%	Reduced
498	JCM JS Capital Management New York	$22.1M	+$25.6M	2	1.14%	Increased
499	Cerity Partners New York	$22.1M	+$2.19M	3	0.52%	Increased
500	WC Westwind Capital Las Cruces, New Mexico	$22M	+$209K	1	6.38%	Increased