← 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	Aptus Capital Advisors Fairhope, Alabama	$49.4M	+$8.42M	4	0.52%	Increased
552	LWM Lyell Wealth Management Menlo Park, California	$49.1M	-$121K	2	4.4%	Reduced
553	Gotham Asset Management New York	$48.9M	-$13M	4	0.46%	Reduced
554	Causeway Capital Management Los Angeles, California	$48.8M	-$26M	1	1.11%	Reduced
555	Capital International Los Angeles, California	$48.8M	+$2.97M	3	1.99%	Increased
556	Beacon Pointe Advisors Newport Beach, California	$48.6M	+$3M	4	0.54%	Increased
557	Summit Trail Advisors New York	$48.4M	-$2.48M	5	1.78%	Reduced
558	Shelton Capital Management Denver, Colorado	$48.4M	+$13.5M	4	1.2%	Increased
559	D.A. Davidson & Co Great Falls, Montana	$48.3M	+$669K	5	0.39%	Increased
560	HCM Hollencrest Capital Management Newport Beach, California	$48.1M	+$1.82M	3	1.92%	Increased
561	Gabelli Funds Rye, New York	$48.1M	+$1.23M	3	0.36%	Increased
562	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$48M	-$2.33M	2	5.98%	Reduced
563	NEOS Investment Management Westport, Connecticut	$47.9M	+$19.7M	3	1.13%	Increased
564	Kentucky Retirement Systems Frankfort, Kentucky	$47.7M	-$601K	3	1.41%	Reduced
565	Douglas Lane & Associates New York	$47.7M	+$16.6M	1	0.67%	Increased
566	Becker Capital Management Portland, Oregon	$47.6M	-$1.39M	3	1.56%	Reduced
567	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$47.5M	-$3.89M	3	1.85%	Reduced
568	Carson Wealth (CWM LLC) Omaha, Nebraska	$47.4M	-$10.2M	6	0.2%	Reduced
569	OBAM ODDO BHF Asset Management Paris, France	$47.2M	+$23.9M	3	2.38%	Increased
570	Kinetic Partners Management Miami, Florida	$47.2M	-$13.4M	1	3.11%	Reduced
571	ACM Anomaly Capital Management New York	$47.1M	+$45M	1	1.39%	New
572	Aquatic Capital Management Chicago, Illinois	$47M	-$13.3M	3	1.27%	Reduced
573	Quilter Plc London, United Kingdom	$46.9M	-$4.82M	1	0.93%	Reduced
574	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$46.7M	+$12.6M	3	1.27%	Increased
575	Brinker Capital Investments Berwyn, Pennsylvania	$46.5M	-$5.72M	4	0.46%	Reduced