← 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	TIAA Trust, National Association Charlotte, North Carolina	$74M	+$10.8M	3	0.18%	Increased
477	AAM AMI Asset Management Los Angeles, California	$73.9M	-$3.1M	3	4.19%	Reduced
478	Shelton Capital Management Denver, Colorado	$73.3M	+$4.97M	4	1.45%	Increased
479	Douglas Lane & Associates New York	$73.1M	+$5.82M	1	1%	Increased
480	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$72.9M	-$1.7M	5	1.25%	Reduced
481	Oppenheimer & Co New York	$72.8M	-$6.78M	5	1.03%	Reduced
482	MGI MayTech Global Investments New York	$72.8M	+$503K	2	7.37%	Increased
483	J. Safra Sarasin Holding	$72.8M	+$2.44M	4	1.18%	Increased
484	Bartlett & Co Wealth Management Cincinnati, Ohio	$72.4M	+$951K	3	0.95%	Increased
485	Summit Trail Advisors New York	$71.3M	-$2.3M	5	1.23%	Reduced
486	Primecap Management Pasadena, California	$71.1M	-$65.8M	1	0.05%	Reduced
487	PEAK6 Chicago, Illinois	$71M	+$37.4M	4	0.13%	Increased
488	Stephens Inc Little Rock, Arkansas	$70.7M	-$4.89M	5	0.88%	Reduced
489	GA GuoLine Advisory Singapore	$70.7M	$0	2	6.5%	Maintained
490	AIA Group Hong Kong	$69.8M	+$9.6M	2	1.04%	Increased
491	Ethic Inc New York	$69.6M	+$2.5M	4	1.07%	Increased
492	Summit Financial Parsippany, New Jersey	$69.1M	-$801K	4	1.02%	Reduced
493	Peregrine Capital Management Minneapolis, Minnesota	$68.9M	-$168K	1	2.11%	Reduced
494	Norinchukin Bank Tokyo, Japan	$68.3M	+$5.91M	3	0.8%	Increased
495	LCI L1 Capital International Sydney NSW 2000, Australia	$67.7M	+$63.6M	1	3.5%	New
496	EFG International Zurich,	$67.6M	+$72.2M	4	1.31%	New
497	Prime Capital Investment Advisors Overland Park, Kansas	$67.4M	-$8.53M	3	0.82%	Reduced
498	NIG NFJ Investment Group Dallas, Texas	$66.8M	+$13.8M	4	2.41%	Increased
499	Signature Estate & Investment Advisors Los Angeles, California	$66.4M	-$627K	2	1.34%	Reduced
500	Bridges Investment Management Omaha, Nebraska	$66M	+$7.77M	2	0.84%	Increased