← 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 Sava Infond Maribor, Slovenia	$35.4M	+$3.24M	3	6.75%	Increased
602	Junto Capital Management New York	$35.3M	-$8.16M	1	0.74%	Reduced
603	Ossiam Paris, France	$35.3M	-$117M	3	0.49%	Reduced
604	CA CapWealth Advisors Franklin, Tennessee	$35.2M	-$8.82M	1	3.81%	Reduced
605	Meitav Investment House Bene-Beraq, Israel	$35M	-$500K	2	0.64%	Reduced
606	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$34.9M	+$4.25M	3	0.71%	Increased
607	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$34.8M	+$106K	3	3.85%	Increased
608	AAM Aureus Asset Management Boston, Massachusetts	$34.7M	-$805K	1	2.43%	Reduced
609	EP Wealth Advisors Torrance, California	$34.5M	+$478K	5	0.28%	Increased
610	Gulf International Bank (UK) London, United Kingdom	$34.4M	-$13.7M	3	1.19%	Reduced
611	F.L. Putnam Investment Management Lynnfield, Massachusetts	$34.3M	+$13.5M	3	0.64%	Increased
612	Wedbush Securities Los Angeles, California	$34.2M	+$5.44M	4	1.25%	Increased
613	U.S. Capital Wealth Advisors Austin, Texas	$34.1M	-$7.51M	3	1.04%	Reduced
614	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$34M	+$41.2M	2	4.66%	New
615	Annex Advisory Services Brookfield, Wisconsin	$34M	-$9.14M	3	0.96%	Reduced
616	Banque Transatlantique Paris, France	$33.9M	-$38.9M	3	1.02%	Reduced
617	Arkadios Wealth Advisors Atlanta, Georgia	$33.9M	+$10.7M	3	1.28%	Increased
618	NIG NFJ Investment Group Dallas, Texas	$33.8M	-$4.43M	3	1.14%	Reduced
619	Engineers Gate Manager New York	$33.2M	+$7.65M	6	0.56%	Increased
620	UCMOK United Capital Management of KS Salina, Kansas	$33.1M	-$7.35M	1	6.85%	Reduced
621	FMI F/M Investments Washington, District of Columbia	$33.1M	+$1.34M	3	1.32%	Increased
622	Group One Trading Chicago, Illinois	$33.1M	-$5.69M	7	0.1%	Reduced
623	Gradient Investments Arden Hills, Minnesota	$32.9M	+$6.52M	3	0.66%	Increased
624	OAM Ostrum Asset Management Paris, France	$32.6M	+$28.3M	3	1.72%	Increased
625	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$32.6M	+$16.1M	3	0.14%	Increased