← 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	Congress Wealth Management Boston, Massachusetts	$34.5M	+$12.7M	2	0.6%	Increased
552	HCMG Howard Capital Management Group Los Angeles, California	$34.3M	+$62K	2	2.65%	Increased
553	Kentucky Retirement Systems Frankfort, Kentucky	$34M	-$1.88M	2	1.02%	Reduced
554	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$33.8M	-$72.4K	2	2.41%	Reduced
555	First Financial Bankshares Abilene, Texas	$33.7M	-$45K	2	0.76%	Reduced
556	Beacon Pointe Advisors Newport Beach, California	$33.7M	-$1.06M	4	0.37%	Reduced
557	Jasper Ridge Partners Menlo Park, California	$33.6M	-$1.03M	2	1.06%	Reduced
558	AO Allen Operations New York	$33.5M	$0	1	6.36%	Maintained
559	Tokio Marine Asset Management Tokyo, Japan	$33.3M	-$21.6K	3	1.68%	Reduced
560	MC Middleton & Co Boston, Massachusetts	$33.2M	-$196K	2	3.83%	Reduced
561	WIM Weitz Investment Management Omaha, Nebraska	$33.1M	-$4.33M	1	1.67%	Reduced
562	Commerzbank Aktiengesellschaft Frankfurt, Germany	$33.1M	+$1.15M	2	1.1%	Increased
563	Vestmark Advisory Solutions Wakefield, Massachusetts	$33.1M	+$1.58M	4	1.43%	Increased
564	Tower Research Capital (TRC) New York	$32.4M	-$33.7M	9	0.78%	Reduced
565	Greenleaf Trust Kalamazoo, Michigan	$32.4M	-$1.01M	2	0.3%	Reduced
566	NIMI Natixis Investment Managers International Paris, France	$31.9M	-$18.2M	2	2.17%	Reduced
567	TSS Two Sigma Securities New York	$31.8M	+$5.91M	5	0.31%	Increased
568	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$31.6M	-$3.56M	1	3.05%	Reduced
569	MSR Main Street Research Lakeville, Connecticut	$31.5M	+$768K	1	2.14%	Increased
570	Point72 Asset Management Stamford, Connecticut	$31.5M	-$82.7M	2	0.08%	Reduced
571	TP TenCore Partners New York	$31.1M	-$19.6M	1	9.65%	Reduced
572	WhitTier Trust Company Reno, Nevada	$31.1M	+$3.64M	2	0.89%	Increased
573	Prime Capital Investment Advisors Overland Park, Kansas	$31.1M	-$1.83M	4	0.43%	Reduced
574	IHG Insight Holdings Group New York	$31M	-$1.79M	1	0.87%	Reduced
575	RIA RPG Investment Advisory Pleasanton, California	$31M	+$5.44M	3	4.65%	Increased