← 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	Martingale Asset Management Boston, Massachusetts	$53.5M	+$1.07M	3	1.36%	Increased
552	Trillium Asset Management Boston, Massachusetts	$53.1M	-$9.35M	2	1.62%	Reduced
553	BFO Boston Family Office Boston, Massachusetts	$52.9M	+$2.87M	3	3.36%	Increased
554	Metis Global Partners San Diego, California	$52.8M	+$8.17M	3	1.25%	Increased
555	Tocqueville Asset Management New York	$52.5M	-$9.16M	4	0.77%	Reduced
556	Generali Asset Management Trieste, Italy	$52.5M	-$101K	3	1.07%	Reduced
557	Stratos Wealth Partners Beachwood, Ohio	$52.4M	-$3.31M	5	0.59%	Reduced
558	Capital International Los Angeles, California	$52.3M	+$1.89M	2	1.84%	Increased
559	PIMC Praesidium Investment Management Company New York	$52.1M	+$596K	1	9.64%	Increased
560	Alkeon Capital Management New York	$52M	-$12.2M	2	0.08%	Reduced
561	Arkadios Wealth Advisors Atlanta, Georgia	$51.9M	+$1.92M	4	1.01%	Increased
562	Caprock Group Boise, Idaho	$51.9M	+$234K	5	1.1%	Increased
563	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$51.9M	+$120K	1	2.81%	Increased
564	OIMU Osmosis Investment Management UK London, United Kingdom	$51.7M	+$53.4M	3	1.3%	New
565	CA CapWealth Advisors Franklin, Tennessee	$51.6M	-$5.52M	1	3.53%	Reduced
566	Illinois Municipal Retirement Fund Oak Brook, Illinois	$51.2M	-$8.46M	4	0.64%	Reduced
567	Curi RMB Capital Chicago, Illinois	$51M	+$3.08M	4	0.88%	Increased
568	ST Sentinel Trust Houston, Texas	$51M	-$1.29M	1	5.02%	Reduced
569	ExodusPoint Capital Management New York	$50.8M	+$40.8M	4	0.4%	Increased
570	FAS Formuepleje A/S Aarhus C, Denmark	$50.6M	-$2.27M	2	3.02%	Reduced
571	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$50.6M	-$152M	1	0.86%	Reduced
572	Fideuram Asset Management (Ireland) Dublin 1,	$50.5M	+$53.3M	4	4.01%	New
573	U.S. Capital Wealth Advisors Austin, Texas	$50.4M	-$12M	5	1.32%	Reduced
574	DSM Capital Partners Palm Beach Gardens, Florida	$50.4M	+$16M	2	0.75%	Increased
575	GGHC Gilder Gagnon Howe & Co New York	$50.3M	-$8.79M	2	0.53%	Reduced