← 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	Avantax Advisory Services Dallas, Texas	$33.2M	+$15.6M	6	0.24%	Increased
527	Exchange Traded Concepts Oklahoma City, Oklahoma	$33.2M	-$7.53M	3	0.84%	Reduced
528	FMI F/M Investments Washington, District of Columbia	$33.1M	+$27.1M	2	1.2%	Increased
529	CC Crosslink Capital Menlo Park, California	$32.9M	-$6.1M	1	4.6%	Reduced
530	MPM MBB Public Markets Chicago, Illinois	$32.9M	+$31.4M	4	0.66%	Increased
531	AP Atwood & Palmer Kansas City, Missouri	$32.5M	+$1.48M	2	2.47%	Increased
532	Kestra Private Wealth Services Austin, Texas	$32.3M	+$6.5M	4	0.65%	Increased
533	PEAK6 Investments Chicago, Illinois	$32.3M	+$32.1M	4	0.08%	Increased
534	GPTE Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland	$32.2M	+$7.88M	2	11.2%	Increased
535	MC Middleton & Co Boston, Massachusetts	$32.2M	+$1.08M	2	3.74%	Increased
536	Danica Pension Livsforsikrings Copenhagen V,	$32M	+$16.7M	1	0.66%	Increased
537	Capital International Los Angeles, California	$32M	-$8.34M	2	1.47%	Reduced
538	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$31.8M	-$735K	1	3.07%	Reduced
539	Lingotto Investment Management London, United Kingdom	$31.7M	+$3.48M	2	1.07%	Increased
540	Mizuho Securities USA New York	$31.7M	+$31.6M	2	0.7%	New
541	First Financial Bankshares Abilene, Texas	$31.7M	-$171K	2	0.73%	Reduced
542	NewEdge Wealth Pittsburgh, Pennsylvania	$31.5M	+$3.81M	3	0.68%	Increased
543	J. Safra Sarasin Holding	$31.5M	+$30M	4	0.57%	New
544	Gotham Asset Management New York	$31.3M	-$11.5M	5	0.41%	Reduced
545	Cannell & Spears New York	$31.3M	+$4.94M	2	0.65%	Increased
546	NIG NFJ Investment Group Dallas, Texas	$31.3M	+$3.68M	3	0.96%	Increased
547	Annex Advisory Services Brookfield, Wisconsin	$31.3M	-$2.79M	3	1.1%	Reduced
548	Kentucky Retirement Systems Frankfort, Kentucky	$31M	-$174K	2	0.9%	Reduced
549	Tokio Marine Asset Management Tokyo, Japan	$30.9M	+$1.51M	3	1.48%	Increased
550	AFIA America First Investment Advisors Omaha, Nebraska	$30M	-$849K	1	7.39%	Reduced