← 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	Douglas Lane & Associates New York	$59.9M	+$12.9M	1	0.83%	Increased
502	Vest Financial Mclean, Virginia	$59.9M	+$10.9M	4	0.78%	Increased
503	RIA RPG Investment Advisory Pleasanton, California	$59.7M	-$6.13M	3	7.05%	Reduced
504	Parallel Advisors San Francisco, California	$59.6M	-$591K	6	1.09%	Reduced
505	Illinois Municipal Retirement Fund Oak Brook, Illinois	$59.2M	+$2.66M	4	0.76%	Increased
506	ACM Argent Capital Management St Louis, Missouri	$59.1M	-$248K	1	1.61%	Reduced
507	United Capital Financial Advisors Irving, Texas	$58.9M	+$10.3M	3	0.42%	Increased
508	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$58.6M	+$1.91M	2	1.17%	Increased
509	CA CapWealth Advisors Franklin, Tennessee	$58.5M	-$14.4M	1	4.03%	Reduced
510	Intermede Investment Partners London, United Kingdom	$58.5M	-$37.7M	1	2.4%	Reduced
511	HCPC Hamilton Capital Partners (Canada) Toronto,	$58.1M	-$11M	1	2.41%	Reduced
512	Glenview Trust Louisville, Kentucky	$58M	-$735K	3	0.92%	Reduced
513	SCA Snowden Capital Advisors New York	$58M	-$1.82M	3	1.59%	Reduced
514	Liontrust Investment Partners London, United Kingdom	$58M	-$55.4M	3	0.85%	Reduced
515	Canoe Financial Calgary, Alberta, Canada	$58M	+$8.68M	1	0.83%	Increased
516	Mizuho Securities USA New York	$58M	+$4.65M	3	1.17%	Increased
517	Nippon Life Global Investors Americas New York	$57.8M	+$2.28M	1	2.44%	Increased
518	Stratos Wealth Partners Beachwood, Ohio	$57.5M	+$777K	4	0.68%	Increased
519	DF Dent & Co Baltimore, Maryland	$57.5M	+$15.1M	1	0.74%	Increased
520	Junto Capital Management New York	$57.3M	+$2.72M	1	1.17%	Increased
521	FFM Fisher Funds Management Auckland, New Zealand	$56.6M	-$18.4M	1	1.49%	Reduced
522	KCM Kensico Capital Management Greenwich, Connecticut	$55.8M	$0	1	0.86%	Maintained
523	CapitalatWork SA Auderghem,	$55.6M	+$4.06M	1	1.62%	Increased
524	Park Avenue Securities New York	$55.1M	+$4.31M	4	0.43%	Increased
525	Wedmont Private Capital West Chester, Pennsylvania	$55.1M	+$36.1M	3	2.05%	Increased