← 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	BFO Boston Family Office Boston, Massachusetts	$24.5M	+$1.34M	2	1.59%	Increased
552	Andra AP-fonden Goteborg, Sweden	$24.4M	-$350K	2	0.5%	Reduced
553	AO Allen Operations New York	$24.2M	-$10.7M	1	3.36%	Reduced
554	GH GAM Holding Zurich, Switzerland	$24.1M	-$22M	2	1.08%	Reduced
555	Sequoia Financial Advisors Akron, Ohio	$24.1M	+$17.3M	2	0.66%	Increased
556	FCC Founders Circle Capital Campbell, California	$23.9M	$0	1	6.69%	Maintained
557	ALAM Asahi Life Asset Management Tokyo, Japan	$23.7M	-$606K	1	3%	Reduced
558	Highbridge Capital Management New York	$23.7M	+$1.12M	1	0.52%	Increased
559	Edmond de Rothschild Holding Chambesy, Switzerland	$23.7M	+$4.12M	4	0.51%	Increased
560	ET Equitable Trust Nashville, Tennessee	$23.6M	+$324K	2	1.46%	Increased
561	Kentucky Retirement Systems Frankfort, Kentucky	$23.6M	+$2.06M	2	0.96%	Increased
562	MAI Capital Management Independence, Ohio	$23.5M	+$14.9M	3	0.38%	Increased
563	ECM Ensemble Capital Management San Francisco, California	$23.5M	+$1.31M	1	1.76%	Increased
564	Verition Fund Management Greenwich, Connecticut	$23.4M	+$4.43M	3	0.17%	Increased
565	Harvest Fund Management Beijing, China	$23.2M	+$214K	2	3.92%	Increased
566	Cetera Advisors Denver, Colorado	$23.1M	-$3.44M	3	0.47%	Reduced
567	KIP Kayak Investment Partners San Francisco, California	$22.9M	-$66.7M	2	9.22%	Reduced
568	CC Cannell & Co New York	$22.4M	-$295K	2	0.63%	Reduced
569	FSA Franklin Street Advisors Chapel Hill, North Carolina	$22.2M	+$563K	1	1.68%	Increased
570	Gotham Asset Management New York	$22.1M	+$8.95M	3	0.71%	Increased
571	AI AXS Investments Port Chester, New York	$22M	+$24.1M	3	5.2%	New
572	Huntington National Bank Columbus, Ohio	$21.9M	+$3.11M	4	0.2%	Increased
573	BCM Bluefin Capital Management New York	$21.8M	+$13.3M	2	1.52%	Increased
574	OSIA O'Shares Investment Advisers Boston, Massachusetts	$21.8M	-$3.89M	5	1.55%	Reduced
575	FBA Front Barnett Associates Chicago, Illinois	$21.6M	-$105K	1	2.03%	Reduced