← 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
Atria Wealth Solutions
Atria Wealth Solutions
New York
$17.1M +$82.8K 3 0.25% Increased
577
KeyBank National Association
KeyBank National Association
Ohio
$16.8M -$1.41M 3 0.08% Reduced
578
SRFM
Shannon River Fund Management
New York
$16.7M +$9.56M 1 3.77% Increased
579
Prudential plc
Prudential plc
United Kingdom
$16.7M +$1.17M 3 0.2% Increased
580
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$16.7M -$8.18M 2 0.24% Reduced
581
Synovus Financial
Synovus Financial
Georgia
$16.7M -$3.97M 2 0.19% Reduced
582
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$16.6M +$11.2M 2 0.45% Increased
583
AFIA
America First Investment Advisors
Nebraska
$16.5M +$2.06M 1 4.73% Increased
584
UMB Bank
UMB Bank
Missouri
$16.4M +$6.37M 5 0.26% Increased
585
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$16.4M +$1.77M 4 0.07% Increased
586
RC
RDST Capital
Washington
$16.3M -$541K 1 8.9% Reduced
587
BIM
Bridgecreek Investment Management
Oklahoma
$16.2M +$307K 2 3.34% Increased
588
YC
Yarbrough Capital
Tennessee
$16.2M +$430K 3 1.32% Increased
589
ECM
Exchange Capital Management
Michigan
$16.2M +$320K 2 3.29% Increased
590
Cresset Asset Management
Cresset Asset Management
Illinois
$16.2M -$858K 4 0.32% Reduced
591
PCMC
Paragon Capital Management (Colorado)
Colorado
$15.9M $0 1 3.64% Maintained
592
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$15.9M +$2.45M 1 0.42% Increased
593
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$15.8M +$13.7M 2 0.01% Increased
594
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$15.7M +$13.3M 1 3.36% New
595
TF
Talbot Financial
Washington
$15.6M +$455K 2 2.9% Increased
596
ONGA
O'Neil Global Advisors
California
$15.6M +$13.2M 2 8.02% New
597
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$15.5M -$57.6M 4 0.71% Reduced
598
Perigon Wealth Management
Perigon Wealth Management
California
$15.5M -$3.48M 3 0.88% Reduced
599
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.5M -$7.83M 3 0.08% Reduced
600
CIA
CCM Investment Advisers
South Carolina
$15.4M +$907K 1 2.19% Increased