← 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
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$46.5M -$5.72M 4 0.46% Reduced
577
TS
Triglav Skladi
Slovenia
$45.5M +$43.5M 2 3.58% New
578
Meitav Investment House
Meitav Investment House
Israel
$45.4M -$18.4M 4 0.77% Reduced
579
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$45.1M -$1.72M 4 0.65% Reduced
580
SEM
Suncoast Equity Management
Florida
$45M -$105K 4 5.02% Reduced
581
Jain Global
Jain Global
New York
$44.9M +$42.9M 2 1.34% New
582
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$44.7M +$862K 3 1.59% Increased
583
AAM
Aureus Asset Management
Massachusetts
$44M -$842K 1 2.85% Reduced
584
PHAM
Pacific Heights Asset Management
California
$43.8M -$83.9M 1 2.99% Reduced
585
&Partners
&Partners
Tennessee
$43.3M +$20.7M 4 0.52% Increased
586
Antipodes Partners
Antipodes Partners
Australia
$43.2M +$41.3M 1 1.5% New
587
Atria Wealth Solutions
Atria Wealth Solutions
New York
$43.2M -$684K 4 0.47% Reduced
588
Forum Financial Management
Forum Financial Management
Illinois
$43M -$784K 3 0.71% Reduced
589
Greenleaf Trust
Greenleaf Trust
Michigan
$42.9M +$177K 4 0.39% Increased
590
SCA
Snowden Capital Advisors
New York
$42.8M -$2.88M 3 1.33% Reduced
591
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$42.8M -$849K 3 1.4% Reduced
592
OHIF
Oriental Harbor Investment Fund
Hong Kong
$42.5M +$30.2M 2 4.27% New
593
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$42.4M -$8.2M 1 0.57% Reduced
594
Guinness Asset Management
Guinness Asset Management
United Kingdom
$42.3M -$4.43M 1 0.8% Reduced
595
SI
Sava Infond
Slovenia
$42.2M +$40.3M 3 7.46% New
596
MC
Middleton & Co
Massachusetts
$42.1M -$910K 2 4.65% Reduced
597
EP Wealth Advisors
EP Wealth Advisors
California
$41.8M +$1.81M 5 0.34% Increased
598
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$41.8M -$16.2M 3 0.27% Reduced
599
Avanza Fonder
Avanza Fonder
Sweden
$41.6M +$38.9M 4 1.24% New
600
First Financial Bankshares
First Financial Bankshares
Texas
$41M -$793K 2 0.89% Reduced