← 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
Shelton Capital Management
Shelton Capital Management
Colorado
$61.1M +$2.37M 4 1.4% Increased
502
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$60.4M -$13.4M 2 1.27% Reduced
503
VCAM
Van Cleef Asset Management
Ohio
$60.3M -$704K 1 6.5% Reduced
504
CapitalatWork SA
CapitalatWork SA
$59.6M +$7.74M 1 1.81% Increased
505
OFI Invest Asset Management
OFI Invest Asset Management
France
$59.2M -$981K 2 1.47% Reduced
506
HC
Henshaw Capital
Massachusetts
$59M $0 1 2.34% Maintained
507
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$58.6M +$1.48M 1 0.82% Increased
508
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$57.4M +$32.6M 4 0.5% Increased
509
Canoe Financial
Canoe Financial
Alberta, Canada
$57.3M +$56.2M 1 0.82% New
510
Meitav Investment House
Meitav Investment House
Israel
$57M +$19.6M 1 0.77% Increased
511
Independent Financial Group
Independent Financial Group
California
$57M +$14.5M 4 1.57% Increased
512
PAI
Pittenger & Anderson Inc
Nebraska
$56.9M -$434K 3 2.08% Reduced
513
Welch & Forbes
Welch & Forbes
Massachusetts
$56.7M +$9.14M 3 0.71% Increased
514
HCPC
Hamilton Capital Partners (Canada)
$56.1M +$2.65M 2 2.86% Increased
515
CA
CapWealth Advisors
Tennessee
$55.9M -$858K 1 5.5% Reduced
516
BFO
Boston Family Office
Massachusetts
$55.7M +$396K 3 3.7% Increased
517
Norinchukin Bank
Norinchukin Bank
Japan
$55.7M +$7.33M 3 0.83% Increased
518
JSC
J. Stern & Co
United Kingdom
$55.6M +$1.58M 1 4.75% Increased
519
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$55.6M -$622K 4 0.13% Reduced
520
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$55.3M +$2.78M 3 1.61% Increased
521
AC
AltraVue Capital
Washington
$55.2M -$31.6M 1 4.85% Reduced
522
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$55M +$1.03M 5 0.57% Increased
523
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$55M +$10.4M 6 0.55% Increased
524
Douglas Lane & Associates
Douglas Lane & Associates
New York
$55M +$14.2M 1 0.8% Increased
525
Martingale Asset Management
Martingale Asset Management
Massachusetts
$54.9M +$7.48M 4 1.35% Increased