← 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	TCM TAM Capital Management Stamford, Connecticut	$40.9M	+$45.4M	1	19.99%	New
527	Lingotto Investment Management London, United Kingdom	$40.8M	+$12.3M	1	0.8%	Increased
528	Park Avenue Securities New York	$40.7M	-$1.19M	4	0.32%	Reduced
529	SCA Snowden Capital Advisors New York	$40.7M	-$4.61M	3	1.08%	Reduced
530	GPTE Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland	$40.6M	$0	2	7.17%	Maintained
531	HC Henshaw Capital Woburn, Massachusetts	$40.5M	$0	1	1.5%	Maintained
532	Arkadios Wealth Advisors Atlanta, Georgia	$40.4M	+$368K	5	0.66%	Increased
533	Point72 Asset Management Stamford, Connecticut	$40.1M	-$50.1M	2	0.05%	Reduced
534	CF Clarity Financial Houston, Texas	$40.1M	+$16M	3	4.37%	Increased
535	DCP Distillate Capital Partners Chicago, Illinois	$40.1M	+$15.9M	2	2.11%	Increased
536	AAM AMI Asset Management Los Angeles, California	$40M	-$22.5M	2	2.55%	Reduced
537	Prospera Financial Services Dallas, Texas	$39.9M	-$5.13M	5	0.64%	Reduced
538	Stratos Wealth Partners Beachwood, Ohio	$39.9M	-$1.41M	4	0.45%	Reduced
539	Y-Intercept (HK) Hong Kong	$39.5M	+$39.5M	4	0.75%	Increased
540	WestEnd Advisors Charlotte, North Carolina	$39.4M	+$13.7M	3	0.95%	Increased
541	Caprock Group Boise, Idaho	$39.3M	-$1.95M	4	0.95%	Reduced
542	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$39.3M	-$6.02M	3	0.3%	Reduced
543	ZIG Zuckerman Investment Group Chicago, Illinois	$39.2M	+$25.4M	2	3.67%	Increased
544	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$38.9M	+$2.44M	1	2.66%	Increased
545	MCP Meridiem Capital Partners Dallas, Texas	$38.7M	-$12.3M	2	2.52%	Reduced
546	Advisors Asset Management Monument, Colorado	$38.3M	+$1.68M	6	0.64%	Increased
547	Generali Asset Management Trieste, Italy	$38.1M	-$159K	3	0.79%	Reduced
548	Brinker Capital Investments Berwyn, Pennsylvania	$38.1M	-$6.69M	5	0.32%	Reduced
549	SCM Silvant Capital Management Atlanta, Georgia	$38M	-$738K	3	1.31%	Reduced
550	Metis Global Partners San Diego, California	$37.8M	-$1.24M	3	0.93%	Reduced