← 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
651
TGIA
Torrey Growth & Income Advisors
California
$22.7M -$985K 4 7.7% Reduced
652
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$22.4M +$8.11M 2 0.43% Increased
653
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$22.3M +$54.3K 1 1.7% Increased
654
Winton Group
Winton Group
United Kingdom
$22.3M -$10.5M 4 0.72% Reduced
655
HCM
Howland Capital Management
Massachusetts
$22.3M +$2.2M 3 0.8% Increased
656
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.2M -$60M 1 0.06% Reduced
657
HCM
Hollencrest Capital Management
California
$22.1M -$2.36M 4 1.44% Reduced
658
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$22M +$8.65M 2 0.77% Increased
659
Greenleaf Trust
Greenleaf Trust
Michigan
$22M -$378K 3 0.21% Reduced
660
OBAM
ODDO BHF Asset Management
France
$21.9M -$25.9M 1 1.01% Reduced
661
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$21.8M +$4.47M 2 0.63% Increased
662
Armistice Capital
Armistice Capital
New York
$21.8M +$7.68M 2 0.27% Increased
663
CFM
Catalyst Funds Management
Australia
$21.8M +$21.7M 2 1.22% Increased
664
WWA
WCG Wealth Advisors
Nevada
$21.6M +$737K 3 0.51% Increased
665
LG
LaFleur & Godfrey
Michigan
$21.5M +$8.42M 2 2.55% Increased
666
Venture Visionary Partners
Venture Visionary Partners
Ohio
$21.5M +$2.6M 3 0.6% Increased
667
BRWA
B. Riley Wealth Advisors
Florida
$21.4M +$172K 3 1.15% Increased
668
Allworth Financial
Allworth Financial
California
$21.4M -$8.1M 6 0.09% Reduced
669
IWA
IBEX Wealth Advisors
New Jersey
$21.4M +$115K 1 1.68% Increased
670
FCIM
Fairview Capital Investment Management
California
$21.3M -$6M 1 1.13% Reduced
671
Coatue Management
Coatue Management
New York
$21.3M -$3.29M 1 0.04% Reduced
672
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$21.3M -$2.54M 3 0.68% Reduced
673
SDH
Sloy Dahl & Holst
Washington
$21.3M +$1.4M 1 2.63% Increased
674
ALMGDA
AG2R La Mondiale Gestion d'Actifs
France
$21.2M +$336K 3 0.77% Increased
675
Fiduciary Trust
Fiduciary Trust
Massachusetts
$21.1M +$6.87M 3 0.23% Increased