← 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	Ossiam Paris, France	$41.2M	+$15.7M	3	0.78%	Increased
477	Kingsview Wealth Management Grants Pass, Oregon	$41.1M	+$6.36M	4	0.97%	Increased
478	JSC J. Stern & Co London, United Kingdom	$41.1M	+$1.4M	1	4.89%	Increased
479	Ferguson Wellman Capital Management Portland, Oregon	$41.1M	-$1.62M	2	0.83%	Reduced
480	CAPTRUST Financial Advisors Raleigh, North Carolina	$40.6M	+$285K	5	0.13%	Increased
481	GIC GFI Investment Counsel Toronto, Ontario, Canada	$40.2M	+$2.85M	1	5.26%	Increased
482	GA Greenhaven Associates Purchase, New York	$39.9M	+$4.94M	1	0.52%	Increased
483	PHAM Pacific Heights Asset Management San Francisco, California	$39.9M	$0	1	3.13%	Maintained
484	CPWM Cypress Point Wealth Management Dallas, Texas	$39.6M	+$6.69K	2	18.75%	Increased
485	TAM Taurus Asset Management New York	$39.5M	+$11.7M	2	4%	Increased
486	Private Advisor Group Morristown, New Jersey	$39.2M	+$3.44M	5	0.26%	Increased
487	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$39.1M	-$5.41M	3	1.59%	Reduced
488	United Capital Financial Advisors Irving, Texas	$39.1M	-$2.69M	3	0.34%	Reduced
489	Carson Wealth (CWM LLC) Omaha, Nebraska	$39M	+$2.58M	6	0.18%	Increased
490	NP NS Partners London, United Kingdom	$39M	+$12.7M	2	1.77%	Increased
491	Group One Trading Chicago, Illinois	$38.9M	+$25.3M	5	0.15%	Increased
492	SCM Silvant Capital Management Atlanta, Georgia	$38.1M	+$3.28M	2	1.69%	Increased
493	Gulf International Bank (UK) London, United Kingdom	$38M	-$2.53M	4	0.96%	Reduced
494	WestEnd Advisors Charlotte, North Carolina	$37.9M	-$2.58M	2	0.98%	Reduced
495	GCM Glynn Capital Management Menlo Park, California	$37.8M	-$3.78M	2	7.62%	Reduced
496	Parallel Advisors San Francisco, California	$37.6M	+$64.2K	6	0.96%	Increased
497	CIS Connors Investor Services Wyomissing, Pennsylvania	$37.6M	-$2.76M	2	3.92%	Reduced
498	Pzena Investment Management New York	$37.5M	+$21.2M	1	0.13%	Increased
499	Becker Capital Management Portland, Oregon	$37.3M	-$1.56M	3	1.28%	Reduced
500	Envestnet Portfolio Solutions Chicago, Illinois	$37.1M	+$2.21M	3	0.13%	Increased