← 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	CUAMC China Universal Asset Management Company Shanghai, China	$28.4M	+$6.74M	2	3.61%	Increased
602	APC Alta Park Capital San Francisco, California	$28.3M	-$41.9M	1	2.85%	Reduced
603	Kestra Private Wealth Services Austin, Texas	$28.3M	+$3.42M	4	0.64%	Increased
604	AFIA America First Investment Advisors Omaha, Nebraska	$28.1M	-$6.38M	1	6.84%	Reduced
605	TAM Telemark Asset Management Boston, Massachusetts	$28.1M	$0	2	2.9%	Maintained
606	AP Atwood & Palmer Kansas City, Missouri	$28.1M	+$39.5K	2	2.13%	Increased
607	NewEdge Wealth Pittsburgh, Pennsylvania	$28M	-$257K	3	0.63%	Reduced
608	Mesirow Financial Investment Management Chicago, Illinois	$27.8M	+$510K	2	0.63%	Increased
609	Sculptor Capital New York	$27.7M	+$25.6M	2	0.54%	New
610	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$27.6M	-$1.08M	3	0.54%	Reduced
611	Lingotto Investment Management London, United Kingdom	$27.5M	+$4.55M	1	1.15%	Increased
612	NZS Capital Denver, Colorado	$27.5M	-$24.4M	2	1.14%	Reduced
613	Empowered Funds Havertown, Pennsylvania	$27.3M	+$11.9M	5	0.49%	Increased
614	Kayne Anderson Rudnick Investment Management Los Angeles, California	$27.3M	+$26.8M	2	0.06%	Increased
615	Rokos Capital Management (UK) London, United Kingdom	$27.3M	+$10.9M	1	0.14%	Increased
616	TCM Tran Capital Management San Rafael, California	$27.2M	+$9.5M	1	3.03%	Increased
617	SCA Snowden Capital Advisors New York	$27.1M	+$2.82M	4	0.85%	Increased
618	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$27.1M	+$1.4M	1	0.78%	Increased
619	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$26.9M	+$122K	3	0.92%	Increased
620	Segall Bryant & Hamill Chicago, Illinois	$26.9M	-$121K	1	0.5%	Reduced
621	SAM Securian Asset Management St Paul, Minnesota	$26.8M	-$2.05M	3	0.79%	Reduced
622	MFAM Motley Fool Asset Management Alexandria, Virginia	$26.7M	+$395K	2	1.73%	Increased
623	TF Talbot Financial Bellevue, Washington	$26.6M	+$187K	2	3.56%	Increased
624	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$26.4M	+$7.02M	3	0.74%	Increased
625	Illinois Municipal Retirement Fund Oak Brook, Illinois	$26.4M	+$961K	4	0.4%	Increased