← 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
601	ORI Oak Ridge Investments Chicago, Illinois	$14.4M	+$318K	2	1.34%	Increased
602	Virginia Retirement Systems Richmond, Virginia	$14.4M	-$3.02M	1	0.14%	Reduced
603	RE RBC Europe London, United Kingdom	$14.3M	+$7.29M	3	0.77%	Increased
604	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$14.2M	+$3.57M	2	1.31%	Increased
605	GH GAM Holding Zurich, Switzerland	$14.2M	-$3.2M	2	0.66%	Reduced
606	Diversified Trust Memphis, Tennessee	$14.1M	+$58.8K	3	0.54%	Increased
607	Perigon Wealth Management San Francisco, California	$14M	+$6.22M	3	1.43%	Increased
608	CFM Coronation Fund Managers Cape Town, South Africa	$13.9M	-$7.9M	1	0.46%	Reduced
609	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$13.9M	-$6.68M	1	0.33%	Reduced
610	Mercer Global Advisors Denver, Colorado	$13.8M	+$6.14M	4	0.13%	Increased
611	Profund Advisors Bethesda, Maryland	$13.7M	-$997K	2	0.53%	Reduced
612	CCM Crestwood Capital Management New York	$13.6M	+$6.41M	1	6.49%	Increased
613	LCH Lee Capital Holdings New York	$13.6M	+$7.81M	2	6%	Increased
614	DIA Davidson Investment Advisors Great Falls, Montana	$13.5M	+$624K	1	1.15%	Increased
615	AC AltraVue Capital Bellevue, Washington	$13.5M	-$4.11M	1	2.99%	Reduced
616	CCM CAAS Capital Management New York	$13.5M	+$14.1M	4	0.15%	New
617	PP Paloma Partners Greenwich, Connecticut	$13.5M	+$1.3M	3	0.28%	Increased
618	H Hexavest Montreal, Quebec, Canada	$13.4M	-$3.52M	2	0.59%	Reduced
619	MCM McKinley Capital Management Anchorage, Alaska	$13.3M	-$16.7M	2	1%	Reduced
620	JWM Jackson Wealth Management Lake Mary, Florida	$13.3M	+$1.12M	2	1.99%	Increased
621	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$13.3M	-$2.88M	2	0.23%	Reduced
622	Washington Trust Westerly, Rhode Island	$13.2M	+$241K	3	0.4%	Increased
623	RA RiverPark Advisors New York	$13.2M	+$2.93M	1	2.17%	Increased
624	Wealthspire Advisors (New York) New York	$13.1M	+$7.22M	3	0.31%	Increased
625	Chartwell Investment Partners Berywn, Pennsylvania	$13.1M	-$4.12M	2	0.39%	Reduced