← 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	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$10.2M	+$460K	2	0.48%	Increased
577	Synovus Financial Columbus, Georgia	$10.1M	-$1.29M	2	0.15%	Reduced
578	IM Islet Management New York	$10.1M	+$1.77M	1	1.15%	Increased
579	AHC Adell Harriman & Carpenter Houston, Texas	$10.1M	+$240K	1	1.73%	Increased
580	AE Wealth Management Topeka, Kansas	$10M	+$2.96M	2	0.16%	Increased
581	Congress Asset Management Boston, Massachusetts	$10M	-$69.9M	1	0.12%	Reduced
582	KLWA Kelly Lawrence W & Associates Pasadens, California	$9.97M	-$26.1K	1	2.06%	Reduced
583	UONDDL University of Notre Dame du Lac South Bend, Indiana	$9.96M	-$5.68M	1	2.73%	Reduced
584	Freestone Capital Holdings Seattle, Washington	$9.95M	-$2.85M	1	0.12%	Reduced
585	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$9.86M	+$803K	2	0.72%	Increased
586	Erste Asset Management Vienna, Austria	$9.84M	+$2.13M	2	0.39%	Increased
587	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$9.68M	-$190K	1	1.79%	Reduced
588	DIA Davidson Investment Advisors Great Falls, Montana	$9.57M	-$277K	1	1.06%	Reduced
589	Diversified Trust Memphis, Tennessee	$9.5M	+$1.11M	2	0.48%	Increased
590	Cerity Partners New York	$9.49M	+$3.66M	2	0.52%	Increased
591	Advisors Asset Management Monument, Colorado	$9.45M	+$932K	3	0.18%	Increased
592	Scout Investments Kansas City, Missouri	$9.38M	-$21.5M	1	0.22%	Reduced
593	Primecap Management Pasadena, California	$9.37M	$0	1	0.01%	Maintained
594	Lockheed Martin Investment Management Bethesda, Maryland	$9.34M	+$1.14M	1	0.62%	Increased
595	AP Archon Partners Princeton Junction, New Jersey	$9.32M	$0	1	1.69%	Maintained
596	CIA Covington Investment Advisors Ligonier, Pennsylvania	$9.31M	+$256K	1	2.86%	Increased
597	Swiss Life Asset Management Zurich,	$9.24M	+$763K	2	0.15%	Increased
598	CCT Chemung Canal Trust Elmira, New York	$9.23M	+$6.14M	2	2.41%	Increased
599	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$9.17M	-$3.19M	2	0.03%	Reduced
600	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$9.07M	-$455K	2	0.11%	Reduced