← 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	Varma Mutual Pension Insurance Co Helsinki, Finland	$16.3M	-$9.35M	2	0.45%	Reduced
552	Lido Advisors Los Angeles, California	$16.2M	+$5.62M	2	0.41%	Increased
553	BFO Boston Family Office Boston, Massachusetts	$16M	+$885K	2	1.45%	Increased
554	IM Islet Management New York	$16M	+$3.24M	2	1.1%	Increased
555	SCA Spearhead Capital Advisors Wellington, Florida	$16M	-$114K	2	3.05%	Reduced
556	ET Equitable Trust Nashville, Tennessee	$16M	-$978K	2	1.36%	Reduced
557	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$16M	-$1.53M	2	1.8%	Reduced
558	NIA Northstar Investment Advisors Denver, Colorado	$15.9M	+$2.7M	2	2.86%	Increased
559	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$15.9M	$0	1	2.34%	Maintained
560	JM Jeneq Management New York	$15.8M	+$1.56M	1	3.93%	Increased
561	TNB Thomasville National Bank Thomasville, Georgia	$15.6M	-$891K	1	2.35%	Reduced
562	Profund Advisors Bethesda, Maryland	$15.6M	-$1.75M	2	0.8%	Reduced
563	GAM Gemmer Asset Management Walnut Creek, California	$15.6M	$0	2	2.9%	Maintained
564	SC Scholtz & Company Stamford, Connecticut	$15.6M	-$141K	2	6.81%	Reduced
565	Westwood Holdings Group Dallas, Texas	$15.4M	-$610K	2	0.19%	Reduced
566	BOTW Bank of the West Monterey Park, California	$15.1M	-$3.87M	1	2.03%	Reduced
567	AG Aravt Global New York	$15.1M	-$8.51M	1	4.09%	Reduced
568	Washington Trust Westerly, Rhode Island	$15.1M	+$15K	3	0.56%	Increased
569	CCM Crestwood Capital Management New York	$14.9M	+$1.39M	2	6.73%	Increased
570	Sequoia Financial Advisors Akron, Ohio	$14.9M	-$5.21M	2	0.79%	Reduced
571	VEPM Vista Equity Partners Management San Francisco, California	$14.8M	-$8.76M	1	0.29%	Reduced
572	Erste Asset Management Vienna, Austria	$14.8M	+$1.66M	2	0.51%	Increased
573	FSA Franklin Street Advisors Chapel Hill, North Carolina	$14.6M	+$153K	1	1.57%	Increased
574	Kestra Advisory Services Austin, Texas	$14.5M	+$9.64M	2	0.27%	New
575	CC Cornerstone Capital Palo Alto, California	$14.4M	+$12.5M	1	2.07%	New