← 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	Adams Diversified Equity Fund Baltimore, Maryland	$35.7M	$0	1	1.41%	Maintained
502	WorldQuant Millennium Advisors New York	$35.5M	-$48.8M	4	0.5%	Reduced
503	Ethic Inc New York	$34.9M	+$2.47M	5	1.03%	Increased
504	NewEdge Advisors New Orleans, Louisiana	$34.7M	+$5.92M	6	0.33%	Increased
505	JSC J. Stern & Co London, United Kingdom	$34.5M	+$27.7M	1	6.28%	New
506	Cetera Advisors Denver, Colorado	$34.3M	+$1.01M	4	0.48%	Increased
507	Andra AP-fonden Goteborg, Sweden	$34.3M	-$119K	4	1.82%	Reduced
508	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$34.1M	+$3.15M	2	5.05%	Increased
509	Parallel Advisors San Francisco, California	$34.1M	-$719K	5	1.01%	Reduced
510	Achmea Investment Management Zeist, Netherlands	$34M	-$1.38M	3	0.7%	Reduced
511	Davidson Kempner Capital Management New York	$33.9M	-$27.4M	1	0.52%	Reduced
512	Maryland State Retirement & Pension System Baltimore, Maryland	$33.8M	+$376K	4	0.7%	Increased
513	Walleye Capital New York	$33.8M	+$27.4M	3	0.07%	Increased
514	SG StepStone Group La Jolla, California	$33.7M	-$8.9M	1	6.07%	Reduced
515	FSA Franklin Street Advisors Chapel Hill, North Carolina	$33.7M	-$708K	1	2.76%	Reduced
516	D.A. Davidson & Co Great Falls, Montana	$33.5M	+$3.05M	5	0.33%	Increased
517	Crossmark Global Holdings Houston, Texas	$33.4M	-$7.1M	4	0.69%	Reduced
518	LWM Lyell Wealth Management Menlo Park, California	$33.4M	-$489K	2	3.8%	Reduced
519	Gradient Investments Arden Hills, Minnesota	$33.2M	-$655K	4	0.8%	Reduced
520	Guinness Asset Management London, United Kingdom	$33.2M	+$216K	1	0.73%	Increased
521	WIM Weitz Investment Management Omaha, Nebraska	$32.9M	$0	1	1.73%	Maintained
522	Kingsview Wealth Management Grants Pass, Oregon	$32.7M	+$6.78M	4	0.98%	Increased
523	Eastern Bank Boston, Massachusetts	$32.6M	+$9.56M	2	1.48%	Increased
524	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$32.6M	-$524K	1	3.42%	Reduced
525	Prudential plc London, England, United Kingdom	$32.4M	+$2.53M	4	0.33%	Increased