← 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
576
Generali Asset Management
Generali Asset Management
Italy
$29.2M -$3.77M 3 0.53% Reduced
577
TAM
Telemark Asset Management
Massachusetts
$29.2M +$6.82M 1 2.11% Increased
578
MJRIC
Mogy Joel R Investment Counsel
California
$29.1M -$1.42M 1 1.67% Reduced
579
SPC
Stony Point Capital
New York
$29M +$24.6M 2 1.88% Increased
580
BFO
Boston Family Office
Massachusetts
$28.9M -$3.78M 3 1.76% Reduced
581
Independent Financial Group
Independent Financial Group
California
$28.8M -$13.9M 4 0.54% Reduced
582
M
Mirova
France
$28.7M -$32.4M 2 1.06% Reduced
583
Welch & Forbes
Welch & Forbes
Massachusetts
$28.6M -$998K 3 0.35% Reduced
584
Tocqueville Asset Management
Tocqueville Asset Management
New York
$28.5M -$4.22M 4 0.38% Reduced
585
Harvest Fund Management
Harvest Fund Management
China
$28.5M -$1.29M 1 0.94% Reduced
586
Alkeon Capital Management
Alkeon Capital Management
New York
$28.4M $0 1 0.04% Maintained
587
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$28.4M +$27.2M 3 0.05% Increased
588
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC.
New York
$28.3M +$7.08M 2 0.79% Increased
589
WCM
Windward Capital Management
California
$28.2M -$251K 1 2.13% Reduced
590
Country Trust Bank
Country Trust Bank
Illinois
$28.1M -$3.01M 4 0.49% Reduced
591
FVWA
Foster Victor Wealth Advisors
South Carolina
$27.9M +$12.5M 3 1.47% Increased
592
UCMOK
United Capital Management of KS
Kansas
$27.8M -$374K 1 3.64% Reduced
593
CI
Carroll Investors
South Carolina
$27.7M -$20.3K 1 11.84% Reduced
594
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$27.6M +$2.1M 5 0.69% Increased
595
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$27.6M -$2.12M 3 0.78% Reduced
596
Advisors Asset Management
Advisors Asset Management
Colorado
$27.5M -$5.56M 4 0.42% Reduced
597
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$27.3M -$9.57M 4 0.41% Reduced
598
TF
Talbot Financial
Washington
$26.9M +$611K 2 1.98% Increased
599
WestEnd Advisors
WestEnd Advisors
North Carolina
$26.9M -$6.9M 3 0.6% Reduced
600
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$26.8M +$3.31M 4 0.66% Increased