← 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	SG Americas Securities New York	$29.4M	+$11.9M	5	0.27%	Increased
552	Greenleaf Trust Kalamazoo, Michigan	$29.4M	-$1.11M	3	0.32%	Reduced
553	Tokio Marine Asset Management Tokyo, Japan	$29.3M	+$126K	2	1.61%	Increased
554	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$29.2M	-$3.04M	4	0.62%	Reduced
555	Prime Capital Investment Advisors Overland Park, Kansas	$29.1M	+$1.84M	3	0.44%	Increased
556	IHG Insight Holdings Group New York	$28.7M	+$5.5M	1	0.69%	Increased
557	O'Shaughnessy Asset Management Stamford, Connecticut	$28.7M	+$3.75M	4	0.38%	Increased
558	Focus Partners Wealth Boston, Massachusetts	$28.5M	+$25.3M	3	0.37%	New
559	DCM Dupont Capital Management Wilmington, Delaware	$28.4M	-$646K	2	2.48%	Reduced
560	Mercer Global Advisors Denver, Colorado	$27.9M	+$4.49M	4	0.08%	Increased
561	Commerzbank Aktiengesellschaft Frankfurt, Germany	$27.9M	+$6.17M	2	1.11%	Increased
562	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$27.9M	+$24.9M	1	0.5%	New
563	NewEdge Wealth Pittsburgh, Pennsylvania	$27.6M	-$1.32M	2	0.71%	Reduced
564	BM Brandywine Managers Hockessin, Delaware	$27.5M	+$6.89M	3	30.06%	Increased
565	Jones Financial Companies Des Peres, Missouri	$27.3M	+$338K	2	0.04%	Increased
566	A Atomvest Hong Kong	$27.2M	$0	1	24.6%	Maintained
567	OMERS Administration Corp Toronto, Ontario, Canada	$27.1M	+$10.1M	3	0.34%	Increased
568	PHAM Pacific Heights Asset Management San Francisco, California	$27M	+$623K	1	2.32%	Increased
569	CWM CMH Wealth Management Portsmouth, New Hampshire	$27M	-$331K	2	6.55%	Reduced
570	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$27M	-$856K	2	1.01%	Reduced
571	TCTC Holdings Dallas, Texas	$27M	+$37.3K	1	0.98%	Increased
572	MSR Main Street Research Lakeville, Connecticut	$26.8M	+$290K	1	2.15%	Increased
573	CAM ClariVest Asset Management San Diego, California	$26.6M	+$3.65M	4	1.48%	Increased
574	VEPM Vista Equity Partners Management San Francisco, California	$26.6M	-$18.4M	1	0.65%	Reduced
575	DIA Davidson Investment Advisors Great Falls, Montana	$26.5M	+$371K	1	1.52%	Increased