← 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	NZS Capital Denver, Colorado	$43.5M	+$24.4M	2	1.33%	Increased
602	Curi RMB Capital Chicago, Illinois	$43.5M	-$97.3K	3	0.8%	Reduced
603	VA VestGen Advisors Inverness, Illinois	$43.4M	+$2.8M	4	1.45%	Increased
604	DSM Capital Partners Palm Beach Gardens, Florida	$43.3M	+$44M	1	0.62%	New
605	Wedbush Securities Los Angeles, California	$43.3M	-$8.22M	4	1.41%	Reduced
606	Tokio Marine Asset Management Tokyo, Japan	$43.2M	-$868K	3	1.54%	Reduced
607	IWA IBEX Wealth Advisors Bedminster, New Jersey	$43.1M	+$66.4K	1	4.13%	Increased
608	HIC Hartline Investment Corp Winnetka, Illinois	$43.1M	-$13M	3	4.47%	Reduced
609	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$42.8M	-$11M	3	1.02%	Reduced
610	Sanibel Captiva Trust Company Sanibel, Florida	$42.7M	+$925K	3	1.22%	Increased
611	VCM Valiant Capital Management San Francisco, California	$42.6M	-$12.9M	2	2.93%	Reduced
612	FMI F/M Investments Washington, District of Columbia	$42.6M	+$1.8M	3	1.64%	Increased
613	HW Hedeker Wealth Lincolnshire, Illinois	$42.5M	-$8.51M	1	8.84%	Reduced
614	Lingotto Investment Management London, United Kingdom	$42.4M	$0	1	0.78%	Maintained
615	Merit Financial Group Alpharetta, Georgia	$42.3M	-$746K	5	0.39%	Reduced
616	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$42.1M	-$1.23M	4	3.65%	Reduced
617	Gulf International Bank (UK) London, United Kingdom	$42.1M	+$319K	3	1.38%	Increased
618	CI Carroll Investors Mt Pleasant, South Carolina	$42.1M	-$329K	1	20.37%	Reduced
619	Dana Investment Advisors Waukesha, Wisconsin	$41.6M	+$9.44M	3	1.22%	Increased
620	Simplex Trading Chicago, Illinois	$41.6M	+$18.2M	5	0.02%	Increased
621	Fred Alger Management New York	$41.4M	-$48.3M	4	0.16%	Reduced
622	TNB Thomasville National Bank Thomasville, Georgia	$41.2M	+$1.11M	3	2.59%	Increased
623	FCIM Fairview Capital Investment Management Greenbrae, California	$41.1M	+$449K	1	2.09%	Increased
624	SAM Securian Asset Management St Paul, Minnesota	$40.8M	-$1.88M	4	1.08%	Reduced
625	Farther Finance Advisors San Francisco, California	$40.7M	+$3.64M	6	0.61%	Increased