← 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	Brinker Capital Investments Berwyn, Pennsylvania	$21.5M	+$1.54M	4	0.41%	Increased
502	Cerity Partners New York	$21.4M	+$2.58M	2	0.24%	Increased
503	Pzena Investment Management New York	$21.4M	+$1.06K	1	0.1%	Increased
504	Maryland State Retirement & Pension System Baltimore, Maryland	$21.4M	+$965K	4	0.69%	Increased
505	Gotham Asset Management New York	$21.3M	+$6.41M	3	0.68%	Increased
506	Sit Investment Associates Minneapolis, Minnesota	$21.3M	-$561K	3	0.65%	Reduced
507	WesBanco Bank Wheeling, West Virginia	$21.3M	-$5.67M	3	0.94%	Reduced
508	KeyBank National Association Cleveland, Ohio	$21.1M	+$8.26M	3	0.1%	Increased
509	Davidson Kempner Capital Management New York	$21M	+$21M	1	0.36%	New
510	Nomura Holdings Tokyo, Japan	$21M	-$58.4M	4	0.07%	Reduced
511	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$20.8M	+$5.47M	2	1.44%	Increased
512	BCAM Boston Common Asset Management Boston, Massachusetts	$20.7M	+$3.4M	2	1.03%	Increased
513	Private Advisor Group Morristown, New Jersey	$20.7M	-$949K	3	0.18%	Reduced
514	WIM Weitz Investment Management Omaha, Nebraska	$20.6M	+$883K	1	1.08%	Increased
515	Sequoia Financial Advisors Akron, Ohio	$20.6M	+$604K	2	0.58%	Increased
516	Norinchukin Bank Tokyo, Japan	$20.5M	-$7.71M	2	0.4%	Reduced
517	Zacks Investment Management Chicago, Illinois	$20.5M	+$206K	2	0.31%	Increased
518	CPWM Cypress Point Wealth Management Dallas, Texas	$20.5M	-$1.31M	1	35.89%	Reduced
519	SG Americas Securities New York	$20.3M	+$3.17M	5	0.22%	Increased
520	Picton Mahoney Asset Management Toronto, Ontario, Canada	$20.2M	+$438K	2	0.77%	Increased
521	MLL Moody Lynn & Lieberson Boston, Massachusetts	$20.2M	+$5.22M	2	1.81%	Increased
522	QPBE Quintet Private Bank (Europe) Luxembourg	$19.9M	+$16.8M	3	0.96%	New
523	IPAM ICICI Prudential Asset Management Mumbai, India	$19.9M	+$1.87M	2	3.64%	Increased
524	Tokio Marine Asset Management Tokyo, Japan	$19.9M	-$3.42M	2	1.76%	Reduced
525	CCM Cota Capital Management San Francisco, California	$19.4M	+$12.6M	2	7.96%	Increased