← 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
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$19.4M +$2.72M 1 0.6% Increased
527
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$19.3M -$33.4M 9 0.43% Reduced
528
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$19.2M +$2.95M 2 0.81% Increased
529
Greenleaf Trust
Greenleaf Trust
Michigan
$19.2M +$197K 3 0.29% Increased
530
CCP
Clough Capital Partners
Massachusetts
$19.1M +$11.6M 1 2.38% Increased
531
VSI
Verde Servicos Internacionais
Brazil
$19.1M +$19.2M 1 5.01% New
532
CAM
ClariVest Asset Management
California
$19.1M -$903K 2 0.83% Reduced
533
CA
Cornerstone Advisors
North Carolina
$19M +$12.9M 1 1% Increased
534
E
Ergoteles
New York
$18.9M +$19.7M 2 0.57% Increased
535
HCMG
Howard Capital Management Group
California
$18.8M +$421K 1 2.21% Increased
536
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$18.8M +$501K 1 0.7% Increased
537
TAM
Taurus Asset Management
New York
$18.8M -$363K 1 2.31% Reduced
538
GIM
Grassi Investment Management
California
$18.6M +$280K 2 2.45% Increased
539
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$18.5M +$171K 3 0.49% Increased
540
CIM
Chiron Investment Management
New York
$18.5M +$18.5M 1 3.1% New
541
Guinness Asset Management
Guinness Asset Management
United Kingdom
$18.3M +$19.6M 1 0.72% New
542
SVGI
Sozo Ventures GP I
California
$18.1M $0 1 100% Maintained
543
AH
Allen Holding
New York
$18.1M $0 1 2.6% Maintained
544
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$18.1M +$2.42M 4 0.44% Increased
545
NOCM
Night Owl Capital Management
Connecticut
$18M -$870K 1 6.92% Reduced
546
BOK Financial
BOK Financial
Oklahoma
$17.9M -$2.54M 3 0.34% Reduced
547
ET
Equitable Trust
Tennessee
$17.8M +$2.15M 2 1.33% Increased
548
Moore Capital Management
Moore Capital Management
New York
$17.8M +$8.59M 1 0.47% Increased
549
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$17.8M -$5.25M 3 0.46% Reduced
550
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$17.7M +$7.88M 5 0.82% Increased