← 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	GA Greenhaven Associates Purchase, New York	$52.8M	-$569K	1	0.78%	Reduced
527	Junto Capital Management New York	$52.8M	-$68.4M	1	1.02%	Reduced
528	WhitTier Trust Company Reno, Nevada	$52.4M	+$4.12M	3	1.29%	Increased
529	VCAM Van Cleef Asset Management Beachwood, Ohio	$52.4M	-$265K	1	5.74%	Reduced
530	Annex Advisory Services Brookfield, Wisconsin	$52.4M	+$5.9M	3	1.58%	Increased
531	HIC Hartline Investment Corp Winnetka, Illinois	$52.2M	+$13.2M	3	6%	Increased
532	PTC Petrus Trust Company Dallas, Texas	$52.2M	-$24.2M	3	5.05%	Reduced
533	Congress Wealth Management Boston, Massachusetts	$51.9M	+$356K	3	0.71%	Increased
534	Meag Munich Ergo Munich, Germany	$51.9M	+$8.85M	2	1.64%	Increased
535	QPBE Quintet Private Bank (Europe) Luxembourg	$51.8M	-$329K	4	2.85%	Reduced
536	Alkeon Capital Management New York	$51.6M	$0	1	0.11%	Maintained
537	Construction & Building Unions Superannuation Fund Melbourne, Australia	$51.6M	-$4.17M	1	2.01%	Reduced
538	Advisory Services Network Atlanta, Georgia	$51.4M	+$11.9M	5	0.96%	Increased
539	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$51.3M	+$7.55M	4	0.96%	Increased
540	TNB Thomasville National Bank Thomasville, Georgia	$50.5M	+$85K	3	3.63%	Increased
541	Generali Asset Management Trieste, Italy	$50.4M	+$48.2M	2	1.29%	New
542	Hantz Financial Services Southfield, Michigan	$50.4M	-$7.6M	4	0.88%	Reduced
543	TAM Taurus Asset Management New York	$50.4M	-$551K	2	4.9%	Reduced
544	A Atomvest Hong Kong	$50.3M	+$5.75M	2	69.85%	Increased
545	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$50.3M	+$47.7M	1	1.37%	New
546	IHG Insight Holdings Group New York	$50.3M	+$44.3M	2	3.25%	Increased
547	Pzena Investment Management New York	$50M	-$464	1	0.17%	Reduced
548	WestEnd Advisors Charlotte, North Carolina	$50M	+$768K	3	1.27%	Increased
549	Harvest Portfolios Group Oakville, Ontario, Canada	$49.8M	-$10M	2	1.66%	Reduced
550	Envestnet Portfolio Solutions Chicago, Illinois	$49.6M	+$1.72M	4	0.16%	Increased