← 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
North Star Asset Management
North Star Asset Management
Wisconsin
$28.7M +$11.8M 3 1.25% Increased
627
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$28.6M +$2.75M 2 0.58% Increased
628
Allianz
Allianz
Germany
$28.6M +$3.99M 3 0.32% Increased
629
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$28.5M +$3.83M 4 0.78% Increased
630
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$28.5M -$5.92M 3 1.02% Reduced
631
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$28.2M -$1.25M 3 1.07% Reduced
632
MC
Moors & Cabot
Massachusetts
$28.2M +$583K 4 1.21% Increased
633
VA
VestGen Advisors
Illinois
$28.1M -$2.17M 5 0.75% Reduced
634
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC.
New York
$27.7M +$3.78M 2 1.02% Increased
635
Vise Technologies
Vise Technologies
New York
$27.6M $0 4 0.54% Maintained
636
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$27.6M +$5.44M 4 0.45% Increased
637
Pzena Investment Management
Pzena Investment Management
New York
$27.3M -$3.63K 1 0.09% Reduced
638
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$27.2M -$1.18M 3 0.33% Reduced
639
Sit Investment Associates
Sit Investment Associates
Minnesota
$27.2M -$932K 3 0.55% Reduced
640
IAIM
International Assets Investment Management
Florida
$27.1M +$1.68M 5 1.88% Increased
641
HB Wealth Management
HB Wealth Management
Georgia
$27.1M -$158K 5 0.18% Reduced
642
SI
Sava Infond
Slovenia
$26.9M -$5.06M 4 3.82% Reduced
643
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$26.8M -$8.16M 3 0.89% Reduced
644
IWA
IBEX Wealth Advisors
New Jersey
$26.7M -$1.05M 1 2.49% Reduced
645
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$26.7M -$31.7M 1 0.09% Reduced
646
Perigon Wealth Management
Perigon Wealth Management
California
$26.6M +$3.08M 3 0.48% Increased
647
Greenleaf Trust
Greenleaf Trust
Michigan
$26.6M +$814K 3 0.26% Increased
648
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$26.6M -$10.2M 4 0.15% Reduced
649
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$26.6M +$490K 1 2.2% Increased
650
GWM
GDS Wealth Management
Texas
$26.4M +$14.4M 2 1.59% Increased