← 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
526	CF Clarity Financial Houston, Texas	$34.6M	+$1.77M	1	2.94%	Increased
527	Danica Pension Livsforsikrings Copenhagen V,	$34.5M	-$15.2M	3	0.55%	Reduced
528	Guinness Asset Management London, United Kingdom	$34.5M	-$4.31M	1	0.58%	Reduced
529	AAM AMI Asset Management Los Angeles, California	$34.4M	-$3.45M	2	1.98%	Reduced
530	B BloombergSen Toronto, Ontario, Canada	$34.4M	-$1.22M	1	2.57%	Reduced
531	Stratos Wealth Partners Beachwood, Ohio	$34.2M	+$1.61M	4	0.34%	Increased
532	Capital International Sarl Los Angeles, California	$34.2M	-$3.58M	2	0.48%	Reduced
533	KCMH Keywise Capital Management (HK) Hong Kong	$34.2M	-$3.68M	1	4.66%	Reduced
534	ZIG Zuckerman Investment Group Chicago, Illinois	$34.1M	+$1.55M	2	2.88%	Increased
535	Arkadios Wealth Advisors Atlanta, Georgia	$34.1M	+$756K	4	0.52%	Increased
536	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$34M	-$653K	3	0.23%	Reduced
537	Kayne Anderson Rudnick Investment Management Los Angeles, California	$34M	+$10.2M	3	0.11%	Increased
538	HC Henshaw Capital Woburn, Massachusetts	$33.8M	-$141K	1	1.1%	Reduced
539	FPL Fortress Private Ledger Raleigh, North Carolina	$33.8M	+$360K	3	9.2%	Increased
540	Mawer Investment Management Calgary, Alberta, Canada	$33.5M	+$33.4M	1	0.23%	New
541	Metis Global Partners San Diego, California	$33.5M	+$908K	3	0.76%	Increased
542	SI Sava Infond Maribor, Slovenia	$33.4M	+$10.5M	4	2.37%	Increased
543	Union Bancaire Privee Geneva 1, Switzerland	$33M	-$31M	3	0.36%	Reduced
544	Apollon Wealth Management Mount Pleasant, South Carolina	$32.9M	+$10.5M	4	0.4%	Increased
545	MAI Capital Management Independence, Ohio	$32.9M	+$5.21M	5	0.12%	Increased
546	SCA Snowden Capital Advisors New York	$32.9M	-$242K	3	0.78%	Reduced
547	Foundations Investment Advisors Phoenix, Arizona	$32.8M	+$4.16M	3	0.34%	Increased
548	Sterling Capital Management Charlotte, North Carolina	$32.5M	+$13.7M	6	0.55%	Increased
549	Farther Finance Advisors San Francisco, California	$32.5M	+$3.44M	6	0.25%	Increased
550	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$32.3M	+$1.44M	2	1.92%	Increased