← 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	SCM Sandler Capital Management New York	$17.5M	+$7.48M	1	1.85%	Increased
552	GIP Granite Investment Partners El Segundo, California	$17.4M	+$1.17M	1	0.72%	Increased
553	Cresset Asset Management Chicago, Illinois	$17.2M	-$2.2M	4	0.21%	Reduced
554	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$17.1M	+$2.79M	3	1.9%	Increased
555	Perigon Wealth Management San Francisco, California	$17.1M	+$76.7K	3	1.43%	Increased
556	Cetera Advisors Denver, Colorado	$17.1M	+$946K	3	0.39%	Increased
557	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$17.1M	-$2.21M	2	2.87%	Reduced
558	LMR Partners London, United Kingdom	$17M	+$17.6M	2	0.29%	Increased
559	BCM Barrier Capital Management San Francisco, California	$16.9M	+$8.94M	2	21.87%	Increased
560	Partners Capital Investment Group Boston, Massachusetts	$16.9M	-$5.98M	1	1.14%	Reduced
561	TCP ThornTree Capital Partners Boston, Massachusetts	$16.8M	+$5.93M	1	6.58%	Increased
562	TGCMU Titan Global Capital Management USA New York	$16.8M	+$16.8M	1	4.08%	New
563	Synovus Financial Columbus, Georgia	$16.5M	+$3.29M	2	0.19%	Increased
564	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$16.3M	+$6.72M	3	0.61%	Increased
565	NP NS Partners London, United Kingdom	$16.1M	+$102K	1	0.98%	Increased
566	SCA Spearhead Capital Advisors Wellington, Florida	$16.1M	-$236K	2	2.41%	Reduced
567	Corvex Management New York	$16M	+$17.1M	1	1.02%	New
568	AE Wealth Management Topeka, Kansas	$15.9M	+$780K	3	0.13%	Increased
569	Engineers Gate Manager New York	$15.8M	-$13.1M	4	0.58%	Reduced
570	TCTC Holdings Dallas, Texas	$15.7M	+$14.1M	2	0.69%	Increased
571	FSA Franklin Street Advisors Chapel Hill, North Carolina	$15.7M	+$1.03M	1	1.49%	Increased
572	MIA MMBG Investment Advisors Miami, Florida	$15.6M	+$120K	1	1.94%	Increased
573	MCAV Meritech Capital Associates VI Palo Alto, California	$15.5M	$0	1	15.09%	Maintained
574	MCM Maytus Capital Management New York	$15.5M	+$15.5M	1	4.24%	New
575	New Mexico Educational Retirement Board Santa Fe, New Mexico	$15.4M	-$1.16M	3	0.74%	Reduced