← 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	Carson Wealth (CWM LLC) Omaha, Nebraska	$38.7M	+$4.63M	6	0.19%	Increased
527	FSA Franklin Street Advisors Chapel Hill, North Carolina	$38.5M	-$52.8K	1	2.85%	Reduced
528	Private Advisor Group Morristown, New Jersey	$38.2M	+$2.74M	5	0.27%	Increased
529	GIC GFI Investment Counsel Toronto, Ontario, Canada	$38.2M	+$2.27M	1	4.84%	Increased
530	Achmea Investment Management Zeist, Netherlands	$37.8M	-$565K	3	0.72%	Reduced
531	Frontier Capital Management Boston, Massachusetts	$37.8M	+$13.5M	2	0.35%	Increased
532	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$37.4M	+$4.46M	4	0.71%	Increased
533	CIS Connors Investor Services Wyomissing, Pennsylvania	$37.3M	-$2.19M	2	3.93%	Reduced
534	D.A. Davidson & Co Great Falls, Montana	$37.2M	+$847K	5	0.34%	Increased
535	Annex Advisory Services Brookfield, Wisconsin	$37.2M	+$11.9M	3	1.32%	Increased
536	LWM Lyell Wealth Management Menlo Park, California	$36.8M	-$260K	2	3.74%	Reduced
537	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$36.7M	+$34M	1	9.77%	New
538	Envestnet Portfolio Solutions Chicago, Illinois	$36.7M	+$3M	3	0.14%	Increased
539	Optiver Holding Amsterdam, Netherlands	$36.3M	+$5.29M	3	0.02%	Increased
540	PHAM Pacific Heights Asset Management San Francisco, California	$36.2M	$0	1	2.97%	Maintained
541	SAM Sycomore Asset Management Paris, France	$36.2M	+$2.58M	2	7.91%	Increased
542	Gabelli Funds Rye, New York	$36.1M	-$23.1M	2	0.27%	Reduced
543	CPWM Cypress Point Wealth Management Dallas, Texas	$36.1M	+$893K	2	18.48%	Increased
544	Eastern Bank Boston, Massachusetts	$36.1M	-$41.7K	2	1.5%	Reduced
545	GA Greenhaven Associates Purchase, New York	$35.8M	+$27.3M	1	0.33%	Increased
546	Maryland State Retirement & Pension System Baltimore, Maryland	$35.7M	+$17.5K	4	0.71%	Increased
547	Bridges Investment Management Omaha, Nebraska	$35.7M	+$1.13M	2	1.11%	Increased
548	iA Global Asset Management Quebec, Quebec, Canada	$35.4M	+$15.3M	2	0.72%	Increased
549	IC Immersion Capital London, United Kingdom	$34.9M	$0	1	13.81%	Maintained
550	Jones Financial Companies Des Peres, Missouri	$34.6M	+$4.08M	6	0.05%	Increased