← 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	KAS Kemnay Advisory Services New York	$20M	-$3.46M	2	2.82%	Reduced
602	Illinois Municipal Retirement Fund Oak Brook, Illinois	$19.9M	+$4.23M	3	0.56%	Increased
603	Cetera Investment Advisers Schaumburg, Illinois	$19.9M	+$444K	3	0.28%	Increased
604	Mercer Global Advisors Denver, Colorado	$19.8M	+$1.22M	4	0.12%	Increased
605	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$19.8M	+$98.3K	1	2.7%	Increased
606	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$19.7M	+$408K	2	0.77%	Increased
607	FFA First Foundation Advisors Irvine, California	$19.6M	-$11.4M	2	0.68%	Reduced
608	GAM Gemmer Asset Management Walnut Creek, California	$19.6M	-$21.4K	3	2.31%	Reduced
609	Erste Asset Management Vienna, Austria	$19.6M	+$6.41M	2	0.35%	Increased
610	JMFC J.M. Forbes & Co Boston, Massachusetts	$19.6M	-$5.82M	1	2.25%	Reduced
611	SCA Spearhead Capital Advisors Wellington, Florida	$19.4M	+$371K	2	2.35%	Increased
612	PIM Progressive Investment Management Lake Oswego, Oregon	$19.4M	-$143K	2	5.39%	Reduced
613	TD Waterhouse Canada Toronto, Ontario, Canada	$19.2M	+$20.8M	4	0.19%	New
614	Orbis Allan Gray Hamilton, Bermuda	$19.2M	$0	1	0.14%	Maintained
615	Jefferies Group New York	$19.2M	-$5.26M	3	0.11%	Reduced
616	Summit Trail Advisors New York	$19.2M	-$506K	4	1.23%	Reduced
617	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$19M	-$2.43M	2	5.54%	Reduced
618	Synovus Financial Columbus, Georgia	$19M	-$431K	2	0.19%	Reduced
619	SLG Stanley-Laman Group Berwyn, Pennsylvania	$18.9M	+$1.29M	2	2.22%	Increased
620	Acadian Asset Management Boston, Massachusetts	$18.8M	+$5.74M	3	0.07%	Increased
621	SSA South Street Advisors New York	$18.7M	-$14.3K	1	3.28%	Reduced
622	KA Kerrisdale Advisers Miami, Florida	$18.6M	-$15.2M	1	3.85%	Reduced
623	KeyBank National Association Cleveland, Ohio	$18.6M	-$119K	2	0.07%	Reduced
624	Old National Bancorp Evansville, Indiana	$18.6M	+$447K	2	0.66%	Increased
625	JAMH Junson Asset Management (HK) Hong Kong	$18.6M	-$919K	1	4.58%	Reduced