← 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	Capital International Los Angeles, California	$41.7M	+$2.17M	3	1.82%	Increased
552	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$41.6M	+$11.6M	2	1.19%	Increased
553	Shelton Capital Management Denver, Colorado	$41.5M	-$4.87M	4	0.99%	Reduced
554	First Financial Bankshares Abilene, Texas	$41.4M	+$11.4M	2	0.89%	Increased
555	Prospera Financial Services Dallas, Texas	$41M	+$15.3M	6	0.94%	Increased
556	Brevan Howard Capital Management St. Helier, Jersey	$40.9M	+$27.3M	3	0.39%	Increased
557	HCM Hollencrest Capital Management Newport Beach, California	$40.8M	+$520K	3	1.77%	Increased
558	TNB Thomasville National Bank Thomasville, Georgia	$40.6M	+$886K	3	2.97%	Increased
559	QPBE Quintet Private Bank (Europe) Luxembourg	$40.5M	+$1.12M	4	2.38%	Increased
560	AIM Avity Investment Management Greenwich, Connecticut	$40.3M	-$944K	1	3.26%	Reduced
561	Quantbot Technologies New York	$40M	+$44.4M	3	1.27%	New
562	Kentucky Retirement Systems Frankfort, Kentucky	$40M	-$1.01M	3	1.22%	Reduced
563	CU CDAM (UK) London, United Kingdom	$39.9M	-$9.83M	1	6.45%	Reduced
564	Douglas Lane & Associates New York	$39.9M	+$1.83M	1	0.59%	Increased
565	Beacon Pointe Advisors Newport Beach, California	$39.8M	-$6.84M	4	0.45%	Reduced
566	Parallel Advisors San Francisco, California	$39.7M	-$25.3M	6	0.9%	Reduced
567	HCPC Hamilton Capital Partners (Canada) Toronto,	$39.7M	+$24M	2	2.55%	Increased
568	SteelPeak Wealth Woodland Hills, California	$39.5M	+$31.4M	4	1.64%	Increased
569	TAM Taurus Asset Management New York	$39.4M	-$59.2K	2	4%	Reduced
570	A Atomvest Hong Kong	$39.3M	$0	2	81.98%	Maintained
571	Walleye Trading New York	$39.2M	-$61.9M	4	0.09%	Reduced
572	Leonteq Securities AG Zurich, Switzerland	$39.2M	+$23.8M	5	2.2%	Increased
573	Atria Wealth Solutions New York	$38.7M	-$1.02M	4	0.47%	Reduced
574	LWM Lyell Wealth Management Menlo Park, California	$38.4M	+$522K	3	3.59%	Increased
575	Greenleaf Trust Kalamazoo, Michigan	$38.1M	+$2.03M	4	0.35%	Increased