← 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
626	LBP AM Paris, France	$25M	-$15M	2	0.25%	Reduced
627	EFG International Zurich,	$25M	-$3.76M	4	0.46%	Reduced
628	John W. Bristol & Co New York	$24.9M	+$24.8M	1	0.37%	New
629	PDM Penn Davis McFarland Dallas, Texas	$24.6M	+$309K	1	2.19%	Increased
630	Dai-ichi Life Insurance Company Tokyo, Japan	$24.5M	-$377K	3	0.57%	Reduced
631	Merit Financial Group Alpharetta, Georgia	$24.5M	-$16.5M	5	0.15%	Reduced
632	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$24.5M	-$5.1M	2	2.18%	Reduced
633	IFP Advisors Tampa, Florida	$24.3M	+$4.44M	7	0.44%	Increased
634	Adams Diversified Equity Fund Baltimore, Maryland	$24.1M	$0	2	0.74%	Maintained
635	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$24.1M	+$4.18M	3	0.18%	Increased
636	Temasek Holdings Singapore	$24.1M	-$185M	1	0.06%	Reduced
637	Banque Transatlantique Paris, France	$24.1M	+$8.01M	3	0.52%	Increased
638	Jacobs Levy Equity Management Florham Park, New Jersey	$24.1M	-$297M	4	0.09%	Reduced
639	MGM Manchester Global Management London, United Kingdom	$23.9M	-$4.96M	1	2.64%	Reduced
640	MIG McGuire Investment Group Wakefield, Rhode Island	$23.8M	-$314K	1	2.09%	Reduced
641	World Investment Advisors Santa Barbara, California	$23.8M	-$843K	4	0.39%	Reduced
642	IAIM International Assets Investment Management Orlando, Florida	$23.7M	-$55.6K	5	1.42%	Reduced
643	GWM GDS Wealth Management Flower Mound, Texas	$23.6M	+$1.63M	2	1.12%	Increased
644	PFM Privium Fund Management Amsterdam, Netherlands	$23.3M	$0	1	4.29%	Maintained
645	Bowie Capital Management Richardson, Texas	$23.2M	+$22.2M	1	0.99%	Increased
646	ACM AlphaStar Capital Management Cornelius, North Carolina	$23.1M	+$5.15M	2	1.47%	Increased
647	LCP LGT Capital Partners Pfaeffikon, Switzerland	$23M	+$22.9M	1	1.16%	New
648	RHJA Rice Hall James & Associates San Diego, California	$22.9M	+$4.27M	1	1.12%	Increased
649	Arbejdsmarkedets Tillaegspension Hilleroed,	$22.9M	+$6.67M	1	0.5%	Increased
650	KIG Kessler Investment Group Columbus, Indiana	$22.8M	+$12.8M	4	9.72%	Increased