← 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
551	ST Sentinel Trust Houston, Texas	$32.3M	-$1.36M	1	2.86%	Reduced
552	Castleark Management Chicago, Illinois	$31.9M	+$1.77M	1	0.86%	Increased
553	JSC J. Stern & Co London, United Kingdom	$31.8M	+$3.4M	1	3%	Increased
554	TIAA Wealth Investment Management New York	$31.7M	-$20.4M	3	0.21%	Reduced
555	Kentucky Retirement Systems Frankfort, Kentucky	$31.7M	+$27.4M	3	0.79%	Increased
556	TFA Teamwork Financial Advisors San Antonio, Texas	$31.5M	+$13.7M	4	2.86%	Increased
557	Park Avenue Securities New York	$31.5M	-$2.07M	4	0.2%	Reduced
558	CC Crosslink Capital Menlo Park, California	$31M	+$382M	1	2.29%	Increased
559	Bridgeway Capital Management Houston, Texas	$30.9M	+$9.34M	2	0.54%	Increased
560	Trillium Asset Management Boston, Massachusetts	$30.8M	-$3.94M	2	0.95%	Reduced
561	SPC Spirepoint Private Client Vero Beach, Florida	$30.8M	+$6.71M	2	2.49%	Increased
562	Vaughan David Investments Peoria, Illinois	$30.5M	+$4.16M	1	0.61%	Increased
563	Group One Trading Chicago, Illinois	$30.5M	+$29.6M	5	0.04%	Increased
564	Caprock Group Boise, Idaho	$30.4M	-$1.64M	4	0.58%	Reduced
565	North Star Asset Management Neenah, Wisconsin	$30.3M	+$4.76M	3	1.19%	Increased
566	XTX Topco George Town, Cayman Islands	$30.2M	+$8.43M	9	0.39%	Increased
567	Kovitz Investment Group Partners Chicago, Illinois	$30M	-$34.2M	3	0.66%	Reduced
568	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$30M	-$113M	4	0.06%	Reduced
569	Silvercrest Asset Management New York	$30M	+$15.2M	3	0.2%	Increased
570	Park National Corp Newark, Ohio	$29.6M	+$5.78M	1	0.83%	Increased
571	Brinker Capital Investments Berwyn, Pennsylvania	$29.6M	-$3.19M	4	0.23%	Reduced
572	Wedbush Securities Los Angeles, California	$29.5M	-$79.5K	5	0.76%	Reduced
573	LGT Group Foundation Vaduz, Liechtenstein	$29.4M	+$5.77M	3	0.33%	Increased
574	Savant Capital Rockford, Illinois	$29.4M	+$19.5M	4	0.09%	Increased
575	Profund Advisors Bethesda, Maryland	$29.3M	+$3.03M	4	0.8%	Increased