← 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
501	DJE Kapital 82049 Pullach, Germany	$37.5M	+$6.58M	2	0.71%	Increased
502	J. Safra Sarasin Holding	$37.5M	+$30.7M	6	0.54%	Increased
503	Brown Brothers Harriman & Co New York	$37.3M	-$2.15M	3	0.16%	Reduced
504	Gulf International Bank (UK) London, United Kingdom	$37M	-$3.27M	3	0.73%	Reduced
505	Wedmont Private Capital West Chester, Pennsylvania	$37M	-$664K	4	1.01%	Reduced
506	Prime Capital Investment Advisors Overland Park, Kansas	$36.9M	-$8.25M	3	0.36%	Reduced
507	Carmignac Gestion Paris, France	$36.9M	-$295M	1	0.48%	Reduced
508	CSM Advisors Warrendale, Pennsylvania	$36.9M	+$25.5M	3	0.79%	Increased
509	BNP Paribas Paris, France	$36.7M	+$2.66M	3	1%	Increased
510	Bartlett & Co Wealth Management Cincinnati, Ohio	$36.7M	-$2.25M	3	0.46%	Reduced
511	Schonfeld Strategic Advisors New York	$36.3M	-$22.8M	4	0.13%	Reduced
512	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$36.3M	+$31.4M	2	0.63%	Increased
513	Brookstone Capital Management Wheaton, Illinois	$36.2M	-$6.63M	3	0.36%	Reduced
514	DC Defender Capital Charlotte, North Carolina	$36.1M	+$3.37M	1	11.73%	Increased
515	SCM Silvant Capital Management Atlanta, Georgia	$36.1M	+$6.45M	3	1.05%	Increased
516	Erste Asset Management Vienna, Austria	$35.7M	+$3.27M	4	0.28%	Increased
517	Krane Funds Advisors New York	$35.5M	+$27.9M	4	1.26%	Increased
518	SL Summitry LLC Foster City, California	$35.4M	-$326K	3	1.16%	Reduced
519	Americana Partners Houston, Texas	$35.3M	+$6.14M	3	0.79%	Increased
520	Prospera Financial Services Dallas, Texas	$35M	+$2.48M	5	0.51%	Increased
521	TNB Thomasville National Bank Thomasville, Georgia	$35M	+$37.5M	3	1.92%	New
522	Becker Capital Management Portland, Oregon	$35M	+$9.54M	3	0.94%	Increased
523	Railway Pension Investments London, United Kingdom	$34.9M	-$87.7M	1	0.44%	Reduced
524	EP Wealth Advisors Torrance, California	$34.8M	+$9.78M	5	0.13%	Increased
525	Parallel Advisors San Francisco, California	$34.6M	-$1.72M	6	0.53%	Reduced