← 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
Pzena Investment Management
Pzena Investment Management
New York
$26.8M -$40.6K 1 0.1% Reduced
527
Greenleaf Trust
Greenleaf Trust
Michigan
$26.8M +$2.74M 3 0.31% Increased
528
JWM
Jackson Wealth Management
Florida
$26.6M +$423K 2 3.37% Increased
529
MLL
Moody Lynn & Lieberson
Massachusetts
$26.6M -$589K 2 1.78% Reduced
530
OA
Oxbow Advisors
Texas
$26.5M +$1.91M 3 2.54% Increased
531
VSI
Verde Servicos Internacionais
Brazil
$26.4M +$26.7M 1 3.32% New
532
Wealthfront Advisers
Wealthfront Advisers
California
$26.3M +$2.23M 3 0.11% Increased
533
MVG
Madrona Venture Group
Washington
$26.2M $0 1 4.95% Maintained
534
FC
Franchise Capital
Cayman Islands
$26.1M $0 1 4.42% Maintained
535
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$26.1M +$404K 3 0.57% Increased
536
Parallel Advisors
Parallel Advisors
California
$25.9M +$1.81M 5 0.96% Increased
537
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$25.8M -$9.66M 2 0.63% Reduced
538
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$25.8M $0 1 0.87% Maintained
539
GIM
Grassi Investment Management
California
$25.7M -$160K 2 2.57% Reduced
540
TC
TwinBeech Capital
New York
$25.6M +$15.5M 4 1.46% Increased
541
NP
NS Partners
United Kingdom
$25.6M +$160K 1 1.2% Increased
542
Pacer Advisors
Pacer Advisors
Pennsylvania
$25.6M +$4.94M 4 0.26% Increased
543
AE Wealth Management
AE Wealth Management
Kansas
$25.4M -$868K 3 0.18% Reduced
544
Zacks Investment Management
Zacks Investment Management
Illinois
$25.4M -$7.46M 2 0.36% Reduced
545
GIP
Granite Investment Partners
California
$25.3M +$795K 1 0.74% Increased
546
Waverton Investment Management
Waverton Investment Management
United Kingdom
$25M -$4.99M 1 0.79% Reduced
547
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$25M +$27.1M 3 0.58% New
548
Bahl & Gaynor
Bahl & Gaynor
Ohio
$25M +$179K 1 0.14% Increased
549
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$24.9M -$1.59M 3 0.84% Reduced
550
YC
Yarbrough Capital
Tennessee
$24.7M +$27.3M 3 1.32% New