← 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	Cerity Partners New York	$25.7M	-$3.99M	2	0.57%	Reduced
552	Greenleaf Trust Kalamazoo, Michigan	$25.7M	+$2.43M	3	0.31%	Increased
553	Border to Coast Pensions Partnership Leeds, United Kingdom	$25.6M	$0	1	0.87%	Maintained
554	Ghisallo Capital Management Boston, Massachusetts	$25.5M	+$3.39M	3	0.97%	Increased
555	Woodline Partners San Francisco, California	$25.5M	+$24.2M	2	0.42%	Increased
556	Jefferies Group New York	$25.4M	-$8.93M	3	0.19%	Reduced
557	Oppenheimer & Co New York	$25.4M	-$4.13M	4	0.48%	Reduced
558	RP Regal Partners Sydney, NSW, Australia	$25.2M	-$18.8M	1	2.77%	Reduced
559	OA Oxbow Advisors Austin, Texas	$25.1M	+$13.1M	3	2.55%	Increased
560	Wealthfront Advisers Palo Alto, California	$25M	+$5.91M	2	0.12%	Increased
561	Andra AP-fonden Goteborg, Sweden	$24.9M	+$2.8M	3	0.51%	Increased
562	QAM QCI Asset Management Pittsford, New York	$24.4M	+$306K	1	1.42%	Increased
563	Tudor Investment Corp Stamford, Connecticut	$24.2M	-$4.43M	4	0.39%	Reduced
564	ET Equitable Trust Nashville, Tennessee	$24.2M	-$550K	2	1.54%	Reduced
565	Exencial Wealth Advisors Oklahoma City, Oklahoma	$24.1M	+$6.62M	3	1.05%	Increased
566	BFO Boston Family Office Boston, Massachusetts	$24.1M	+$632K	2	1.74%	Increased
567	Harvest Fund Management Beijing, China	$24M	+$440K	3	5.43%	Increased
568	Pzena Investment Management New York	$24M	$0	1	0.1%	Maintained
569	KAS Kemnay Advisory Services New York	$23.6M	+$1.32M	2	3.1%	Increased
570	Leonteq Securities AG Zurich, Switzerland	$23.5M	+$5.12M	3	1%	Increased
571	Blackstone Inc New York	$23.5M	+$15.8M	1	0.05%	Increased
572	Achmea Investment Management Zeist, Netherlands	$23.4M	+$1.96M	3	0.71%	Increased
573	FBA Front Barnett Associates Chicago, Illinois	$23.2M	-$223K	1	2.38%	Reduced
574	FSA Franklin Street Advisors Chapel Hill, North Carolina	$23.1M	+$2.55M	1	1.96%	Increased
575	AP Archon Partners Princeton Junction, New Jersey	$22.8M	$0	2	2.87%	Maintained