← 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	AE Wealth Management Topeka, Kansas	$28.2M	+$3.39M	3	0.23%	Increased
527	Capital Group Private Client Services Los Angeles, California	$28.1M	+$27.4M	1	0.33%	New
528	Parallel Advisors San Francisco, California	$28.1M	+$1.57M	5	1.13%	Increased
529	ANI American National Insurance Galveston, Texas	$27.9M	-$14K	2	1.05%	Reduced
530	OSIA O'Shares Investment Advisers Boston, Massachusetts	$27.9M	+$3.5M	5	2.05%	Increased
531	Cetera Advisors Denver, Colorado	$27.9M	+$6.25M	3	0.54%	Increased
532	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$27.8M	+$25.3M	2	8.06%	Increased
533	Clark Capital Management Group Philadelphia, Pennsylvania	$27.2M	+$1.16M	2	0.37%	Increased
534	NP NS Partners London, United Kingdom	$27.2M	+$83.3K	1	1.39%	Increased
535	IM Islet Management New York	$27.1M	+$25.4M	1	0.59%	New
536	Atria Investments Charlotte, North Carolina	$27M	+$3.24M	2	0.49%	Increased
537	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$27M	+$14.9M	1	3.45%	Increased
538	New Mexico Educational Retirement Board Santa Fe, New Mexico	$26.9M	+$447K	3	0.94%	Increased
539	BTP Bloom Tree Partners New York	$26.9M	+$25.1M	1	3.2%	New
540	MLL Moody Lynn & Lieberson Boston, Massachusetts	$26.7M	+$6.48M	2	2%	Increased
541	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$26.6M	$0	1	2.26%	Maintained
542	TGCMU Titan Global Capital Management USA New York	$26.5M	+$2.5M	1	4.14%	Increased
543	JMFC J.M. Forbes & Co Boston, Massachusetts	$26.5M	+$176K	1	3.35%	Increased
544	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$26.2M	+$8.53M	1	0.55%	Increased
545	TCP ThornTree Capital Partners Boston, Massachusetts	$26.2M	+$26.6M	1	3.71%	New
546	GIP Granite Investment Partners El Segundo, California	$26.2M	-$12.2K	1	0.82%	Reduced
547	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$26.2M	+$656K	3	0.63%	Increased
548	CPW Catalyst Private Wealth San Mateo, California	$26.1M	-$1.51M	2	11.17%	Reduced
549	ALAM Asahi Life Asset Management Tokyo, Japan	$25.9M	-$2.15M	2	3.53%	Reduced
550	GIM Grassi Investment Management Santa Clara, California	$25.8M	+$108K	2	2.9%	Increased