← 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	Achmea Investment Management Zeist, Netherlands	$18.5M	+$18.6M	3	0.48%	New
577	MCAV Meritech Capital Associates VI Palo Alto, California	$18.4M	-$14.5M	1	13.12%	Reduced
578	DWM Doyle Wealth Management St. Petersburg, Florida	$18.4M	+$751K	1	1.33%	Increased
579	Gotham Asset Management New York	$18.4M	-$362K	2	0.57%	Reduced
580	FBA Front Barnett Associates Chicago, Illinois	$18.3M	+$209K	1	1.84%	Increased
581	AO Allen Operations New York	$18.2M	$0	1	3.21%	Maintained
582	CC Crosslink Capital Menlo Park, California	$18.1M	-$10.4M	1	3.41%	Reduced
583	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$18M	+$5.75M	3	1.46%	Increased
584	Freestone Capital Holdings Seattle, Washington	$18M	+$2.54M	3	0.72%	Increased
585	OA Oak Associates Akron, Ohio	$17.8M	+$32.9K	1	1.09%	Increased
586	MLL Moody Lynn & Lieberson Boston, Massachusetts	$17.8M	-$4.92M	2	1.3%	Reduced
587	PHAM Pacific Heights Asset Management San Francisco, California	$17.7M	+$4.67M	1	1.51%	Increased
588	Oppenheimer & Co New York	$17.7M	+$926K	4	0.32%	Increased
589	Mercer Global Advisors Denver, Colorado	$17.7M	+$1.21M	4	0.1%	Increased
590	Cetera Advisor Networks El Segundo, California	$17.5M	+$512K	3	0.21%	Increased
591	Allstate Corporation Northbrook, Illinois	$17.4M	-$9.53M	3	0.47%	Reduced
592	PL Portman Ltd Grand Cayman, Cayman Islands	$17.4M	$0	1	36.35%	Maintained
593	Silver Lake Group Menlo Park, California	$17.3M	$0	1	0.1%	Maintained
594	AGAM Avalon Global Asset Management San Francisco, California	$17.3M	-$112K	1	4.01%	Reduced
595	PEAK6 Investments Chicago, Illinois	$17.3M	-$16M	4	0.04%	Reduced
596	TCP ThornTree Capital Partners Boston, Massachusetts	$17.2M	+$16.7M	1	3.77%	New
597	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$17.1M	-$761K	3	0.74%	Reduced
598	MAM Melqart Asset Management London, United Kingdom	$17.1M	+$5.74M	1	1.14%	Increased
599	Waverton Investment Management London, United Kingdom	$17.1M	-$3.93M	1	0.58%	Reduced
600	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$17M	-$948K	2	1.36%	Reduced