← 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	$50M	-$91M	2	1.48%	Reduced
502	Oppenheimer & Co New York	$50M	-$17.9M	5	0.76%	Reduced
503	PTC Petrus Trust Company Dallas, Texas	$49.8M	+$9.01M	3	4.65%	Increased
504	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$49.6M	-$21.3M	5	0.56%	Reduced
505	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$49.2M	+$53.7K	3	1.8%	Increased
506	Capstone Investment Advisors New York	$49.1M	+$39.2M	3	0.13%	Increased
507	SIG Sargent Investment Group Bethesda, Maryland	$48.8M	+$4.84M	3	7.79%	Increased
508	Chilton Investment Company Stamford, Connecticut	$48.6M	+$5.32M	1	1.19%	Increased
509	Advisory Services Network Atlanta, Georgia	$48.3M	+$2.53M	5	0.93%	Increased
510	UMB Bank Kansas City, Missouri	$48.2M	-$4M	5	0.79%	Reduced
511	TC TownSquare Capital Provo, Utah	$48.2M	-$12.5M	4	0.51%	Reduced
512	Summit Trail Advisors New York	$48.2M	+$642K	5	1.59%	Increased
513	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$48.1M	+$470K	4	0.96%	Increased
514	Causeway Capital Management Los Angeles, California	$47.6M	-$9.49M	1	1%	Reduced
515	Mizuho Securities USA New York	$47.5M	-$9.92M	3	1.03%	Reduced
516	Woodline Partners San Francisco, California	$47.4M	-$18.4M	4	0.31%	Reduced
517	BFO Boston Family Office Boston, Massachusetts	$47.3M	+$2.54M	3	3.35%	Increased
518	WhitTier Trust Company Reno, Nevada	$47.1M	+$8.08M	3	1.19%	Increased
519	Brinker Capital Investments Berwyn, Pennsylvania	$47M	+$10.1M	5	0.46%	Increased
520	Orion Portfolio Solutions Omaha, Nebraska	$47M	+$10.1M	5	0.46%	Increased
521	LGT Group Foundation Vaduz, Liechtenstein	$47M	-$10M	3	0.65%	Reduced
522	Forum Financial Management Lombard, Illinois	$46.9M	+$343K	4	0.78%	Increased
523	Regions Financial Corp Birmingham, Alabama	$46.9M	-$252K	3	0.35%	Reduced
524	Aptus Capital Advisors Fairhope, Alabama	$46.6M	+$9.09M	3	0.48%	Increased
525	Dana Investment Advisors Waukesha, Wisconsin	$46.5M	-$287K	2	1.67%	Reduced