← 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	Benjamin Edwards Inc Clayton, Missouri	$46.8M	+$5.29M	3	0.53%	Increased
577	First Financial Bankshares Abilene, Texas	$46.7M	+$2.99M	2	0.96%	Increased
578	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$46.6M	-$4.53M	3	1.71%	Reduced
579	SteelPeak Wealth Woodland Hills, California	$46.6M	-$2.6M	3	1.55%	Reduced
580	JSC J. Stern & Co London, United Kingdom	$46.5M	-$1.92M	1	3.52%	Reduced
581	MCP Meridiem Capital Partners Dallas, Texas	$46.4M	+$49.4M	1	2.97%	New
582	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$46.3M	-$664K	1	2.54%	Reduced
583	Metis Global Partners San Diego, California	$46.3M	-$646K	3	1.09%	Reduced
584	BAMCO Inc New York	$46.2M	+$86.9K	1	0.12%	Increased
585	SI Sava Infond Maribor, Slovenia	$46.2M	+$4.39M	3	6.55%	Increased
586	Harvest Fund Management Beijing, China	$45.8M	+$159K	3	1.94%	Increased
587	Quantbot Technologies New York	$45.7M	+$7.61M	6	1.24%	Increased
588	Regions Financial Corp Birmingham, Alabama	$45.4M	+$386K	3	0.3%	Increased
589	TGIA Torrey Growth & Income Advisors Del Mar, California	$45.3M	+$45.6M	4	13.33%	New
590	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$45.1M	+$38.9M	2	1.76%	Increased
591	WCM Windward Capital Management Los Angeles, California	$44.9M	-$398K	1	3.58%	Reduced
592	Perpetual Ltd Sydney, New South Wales, Australia	$44.8M	-$13.4M	3	0.56%	Reduced
593	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$44.8M	+$47.7M	1	3.66%	New
594	Covea Finance Paris, France	$44.7M	+$3.27M	1	1.56%	Increased
595	Capital Group Private Client Services Los Angeles, California	$44.7M	-$103M	2	0.75%	Reduced
596	Independent Advisor Alliance Charlotte, North Carolina	$44.7M	-$1.32M	4	1.16%	Reduced
597	Envestnet Portfolio Solutions Chicago, Illinois	$44.4M	-$2.57M	4	0.16%	Reduced
598	Brookstone Capital Management Wheaton, Illinois	$44.2M	+$10.7M	3	0.53%	Increased
599	AIM Avity Investment Management Greenwich, Connecticut	$44.1M	-$935K	1	3.09%	Reduced
600	Carnegie Investment Counsel Pepper Pike, Ohio	$44M	+$1.74M	3	0.83%	Increased