← 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
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$51.6M +$7.82M 3 0.59% Increased
477
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$51.4M -$30.1M 3 0.54% Reduced
478
Advisory Services Network
Advisory Services Network
Georgia
$51.1M +$1.21M 6 0.68% Increased
479
Brookstone Capital Management
Brookstone Capital Management
Illinois
$51M +$6.36M 3 0.58% Increased
480
IMC Chicago
IMC Chicago
Illinois
$50.9M -$64.7M 3 0.02% Reduced
481
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$50.9M +$6.57M 3 1.01% Increased
482
Banco Santander
Banco Santander
Spain
$50.7M -$44.2M 3 0.41% Reduced
483
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$50.5M -$5.53M 4 0.4% Reduced
484
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$50.4M +$22M 5 0.4% Increased
485
DSM Capital Partners
DSM Capital Partners
Florida
$50.2M +$17.7M 2 0.89% Increased
486
Independent Financial Group
Independent Financial Group
California
$50.1M -$2.69M 5 1.12% Reduced
487
GA
GuoLine Advisory
Singapore
$48.9M $0 2 5.12% Maintained
488
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$48.6M -$15.1M 4 0.34% Reduced
489
Primecap Management
Primecap Management
California
$48.4M -$1.86M 1 0.04% Reduced
490
LCI
L1 Capital International
Australia
$48.2M +$516K 1 2.87% Increased
491
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$48.1M -$12.9M 6 0.14% Reduced
492
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$47.8M +$12.9M 3 0.38% Increased
493
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$47.7M +$17.5M 3 1.07% Increased
494
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$47.5M -$16.4M 1 0.33% Reduced
495
Merit Financial Group
Merit Financial Group
Georgia
$47.3M +$10.4M 5 0.35% Increased
496
KCMH
Keywise Capital Management (HK)
Hong Kong
$46.8M -$262M 1 7.43% Reduced
497
GGHC
Gilder Gagnon Howe & Co
New York
$45.9M +$5.8M 2 0.55% Increased
498
Simplex Trading
Simplex Trading
Illinois
$45.8M -$3.72M 3 0.03% Reduced
499
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$45.8M +$2.32M 5 0.5% Increased
500
Guinness Asset Management
Guinness Asset Management
United Kingdom
$45.7M +$8.52M 1 0.79% Increased