← 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	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$60.2M	+$9.19M	1	2.05%	Increased
527	Brinker Capital Investments Berwyn, Pennsylvania	$59.6M	-$2.69M	5	0.44%	Reduced
528	MCP Meridiem Capital Partners Dallas, Texas	$59.4M	+$14M	2	3.58%	Increased
529	Vinva Investment Management Sydney, Australia	$59M	+$19M	3	0.74%	Increased
530	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$58.7M	+$8.08M	1	4.5%	Increased
531	GPTE Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland	$58.4M	$0	2	10%	Maintained
532	Parallel Advisors San Francisco, California	$58.4M	-$1.61M	6	1.07%	Reduced
533	SFM Stack Financial Management Whitefish, Montana	$58.1M	-$487K	1	4.43%	Reduced
534	HC Henshaw Capital Woburn, Massachusetts	$57.4M	+$99.4K	1	2.06%	Increased
535	SL Summitry LLC Foster City, California	$57.2M	+$1.95M	2	2.38%	Increased
536	CTC (Chicago Trading Company) Chicago, Illinois	$57.2M	-$40.9M	1	0.03%	Reduced
537	Prospera Financial Services Dallas, Texas	$56.8M	-$7.81M	5	0.93%	Reduced
538	SCA Snowden Capital Advisors New York	$56.6M	-$398K	3	1.46%	Reduced
539	Concurrent Investment Advisors Tampa, Florida	$56.4M	+$7.91M	6	0.64%	Increased
540	Mizuho Securities USA New York	$56.3M	+$11.8K	3	0.93%	Increased
541	Harvest Fund Management Beijing, China	$55.9M	+$10.8M	3	2.1%	Increased
542	Westwood Holdings Group Dallas, Texas	$55.9M	-$28.6M	2	0.45%	Reduced
543	Horizon Investments Charlotte, North Carolina	$55.8M	-$7.29M	4	0.71%	Reduced
544	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$55.8M	-$9.01M	2	1.11%	Reduced
545	Engineers Gate Manager New York	$55.8M	+$6.04M	7	0.66%	Increased
546	Wedmont Private Capital West Chester, Pennsylvania	$55M	-$4.66K	3	1.91%	Reduced
547	RIA RPG Investment Advisory Pleasanton, California	$54.8M	-$2.42M	3	6.22%	Reduced
548	Guinness Asset Management London, United Kingdom	$54.2M	+$13M	1	0.88%	Increased
549	SCP Sandhill Capital Partners Buffalo, New York	$54.1M	-$2.27M	2	3.85%	Reduced
550	Park Avenue Securities New York	$53.5M	-$97.9K	4	0.45%	Reduced