← 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
Summit Trail Advisors
Summit Trail Advisors
New York
$32.2M -$5.51M 5 1.07% Reduced
527
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$32.1M -$644K 2 1% Reduced
528
Bridges Investment Management
Bridges Investment Management
Nebraska
$32M -$636K 2 1.06% Reduced
529
CIS
Connors Investor Services
Pennsylvania
$31.6M +$12M 2 3.55% Increased
530
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$31.6M -$5.78M 1 2.33% Reduced
531
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$31.5M -$38.3M 3 0.35% Reduced
532
AG
Avala Global
New York
$31.4M +$294K 1 2.42% Increased
533
Jasper Ridge Partners
Jasper Ridge Partners
California
$31.3M -$7.14M 4 1.25% Reduced
534
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$31.3M +$1.8M 5 0.25% Increased
535
SCM
Silvant Capital Management
Georgia
$31M -$376K 1 1.66% Reduced
536
Private Advisor Group
Private Advisor Group
New Jersey
$30.6M +$1.94M 5 0.24% Increased
537
IC
Immersion Capital
United Kingdom
$30.5M -$14.4M 1 13.12% Reduced
538
SAM
Sycomore Asset Management
France
$30.5M -$412K 2 6.53% Reduced
539
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$30.4M +$1.89M 6 0.16% Increased
540
First Financial Bankshares
First Financial Bankshares
Texas
$30.4M +$26.7M 2 0.73% New
541
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30.4M +$26.6M 2 0.1% New
542
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$30.3M +$466K 3 0.13% Increased
543
GL
Governors Lane
New York
$30.2M +$6.63M 1 3.04% Increased
544
MC
Middleton & Co
Massachusetts
$30M -$715K 2 3.74% Reduced
545
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$29.9M +$1.85M 4 0.36% Increased
546
HCMG
Howard Capital Management Group
California
$29.9M -$15.4K 2 2.59% Reduced
547
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$29.9M +$16.4M 4 1.52% Increased
548
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$29.8M +$1.01M 3 1.02% Increased
549
BBA
Baader Bank Aktiengesellschaft
Germany
$29.7M -$1.66M 2 2.15% Reduced
550
CGIM
Capital Group Investment Management
Singapore
$29.5M -$19.3M 2 3.1% Reduced