← 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
SI
Sora Investors
Pennsylvania
$24.6M +$11.4M 2 4.53% Increased
602
MLL
Moody Lynn & Lieberson
Massachusetts
$24.6M -$5.86M 2 1.61% Reduced
603
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$24.5M +$11.8M 2 0.01% Increased
604
Brookstone Capital Management
Brookstone Capital Management
Illinois
$24.5M +$5.75M 3 0.41% Increased
605
Advisory Services Network
Advisory Services Network
Georgia
$24.5M +$497K 4 0.51% Increased
606
WIM
Weitz Investment Management
Nebraska
$24.4M -$4.01M 1 1.28% Reduced
607
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$24.4M -$3.9M 4 1.02% Reduced
608
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$24.2M +$5.04M 3 0.43% Increased
609
SAM
Securian Asset Management
Minnesota
$24.2M -$432K 3 0.71% Reduced
610
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$24.1M +$282K 3 0.54% Increased
611
Sit Investment Associates
Sit Investment Associates
Minnesota
$24.1M +$419K 2 0.55% Increased
612
Metis Global Partners
Metis Global Partners
California
$24M +$702K 3 0.82% Increased
613
BCAM
Boston Common Asset Management
Massachusetts
$23.9M +$6.1M 1 0.61% Increased
614
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$23.9M +$3.59M 3 0.67% Increased
615
LBP AM
LBP AM
France
$23.3M +$2.14M 2 0.96% Increased
616
Citizens Financial Group
Citizens Financial Group
Rhode Island
$23.2M +$17.3M 2 0.51% Increased
617
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$23.2M +$5.32M 4 0.43% Increased
618
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$23.1M -$5.75M 10 0.39% Reduced
619
Caxton Associates (New York)
Caxton Associates (New York)
New York
$23.1M -$19.3M 2 0.79% Reduced
620
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$23M -$47M 5 0.15% Reduced
621
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$22.9M -$130K 4 0.31% Reduced
622
FFM
Fullerton Fund Management
Singapore
$22.7M -$135M 1 1.02% Reduced
623
Shelton Capital Management
Shelton Capital Management
Colorado
$22.6M -$698K 4 0.61% Reduced
624
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$22.6M -$748K 1 0.88% Reduced
625
DF
DNCA Finance
France
$22.2M +$21.9M 2 1.91% New