← 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
Capital International
Capital International
California
$43.3M -$2.84M 2 2.07% Reduced
502
UMB Bank
UMB Bank
Missouri
$43.2M -$3.87M 5 0.68% Reduced
503
MIS
Morningstar Investment Services
Illinois
$43.2M -$41M 2 0.48% Reduced
504
Kestra Advisory Services
Kestra Advisory Services
Texas
$42.5M +$980K 5 0.28% Increased
505
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$42.3M +$10.8M 3 0.34% Increased
506
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$42M -$14.6M 2 0.99% Reduced
507
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$41.9M -$7.34M 5 0.15% Reduced
508
AIM
Avity Investment Management
Connecticut
$41.6M -$2.09M 1 3.45% Reduced
509
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$41.6M +$1.5M 2 0.85% Increased
510
Guinness Asset Management
Guinness Asset Management
United Kingdom
$41.5M +$3.35M 1 0.86% Increased
511
AAM
Aureus Asset Management
Massachusetts
$41.3M -$270K 1 2.82% Reduced
512
GCM
Glynn Capital Management
California
$41.2M -$3.12M 2 7.71% Reduced
513
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$41.1M +$1.42M 5 1.35% Increased
514
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$41M -$749K 3 1.06% Reduced
515
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$40.9M $0 1 1.45% Maintained
516
SCM
Silvant Capital Management
Georgia
$39.8M +$4.03M 2 1.9% Increased
517
Parallel Advisors
Parallel Advisors
California
$39.7M -$679K 6 1.08% Reduced
518
HCM
Hollencrest Capital Management
California
$39.6M -$3.08M 4 1.82% Reduced
519
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$39.6M -$6.58M 3 0.79% Reduced
520
Summit Trail Advisors
Summit Trail Advisors
New York
$39.3M +$4.17M 5 1.05% Increased
521
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$39.1M +$3.01M 4 0.98% Increased
522
LMR Partners
LMR Partners
United Kingdom
$39.1M +$37.5M 1 0.4% New
523
Rathbones Group
Rathbones Group
United Kingdom
$39M +$25M 4 0.23% Increased
524
Vident Advisory
Vident Advisory
Georgia
$38.8M +$25.9M 5 0.81% Increased
525
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$38.8M $0 2 5.11% Maintained