← 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
MAI Capital Management
MAI Capital Management
Ohio
$39.1M +$1.8M 6 0.22% Increased
652
Sit Investment Associates
Sit Investment Associates
Minnesota
$38.9M +$156K 3 0.77% Increased
653
NAM
NorthCrest Asset Manangement
Minnesota
$38.8M +$8.14M 4 0.86% Increased
654
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$38.7M +$12.3M 3 1.64% Increased
655
VCM
Valiant Capital Management
California
$38.6M -$3.83M 2 2.18% Reduced
656
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.6M +$9.85M 3 0.23% Increased
657
TF
Talbot Financial
Washington
$38.6M -$639K 2 3.18% Reduced
658
Silvercrest Asset Management
Silvercrest Asset Management
New York
$38.6M +$12.8M 3 0.27% Increased
659
WestEnd Advisors
WestEnd Advisors
North Carolina
$38.4M -$1.43M 3 0.89% Reduced
660
WFA
Wedbush Fund Advisers
California
$38.3M +$39M 1 3.96% New
661
First Financial Bankshares
First Financial Bankshares
Texas
$38.3M -$959K 2 0.77% Reduced
662
Park National Corp
Park National Corp
Ohio
$37.9M +$3.46M 1 1.18% Increased
663
DV Trading
DV Trading
Illinois
$37.4M +$37.9M 4 1.05% New
664
BCP
BSN Capital Partners
United Kingdom
$37.4M +$36.2M 1 1.76% New
665
Welch & Forbes
Welch & Forbes
Massachusetts
$37.3M -$7.56M 3 0.45% Reduced
666
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$37.1M +$810K 1 2.78% Increased
667
HW
Hedeker Wealth
Illinois
$37M -$4.56M 1 7.76% Reduced
668
AIM
Avity Investment Management
Connecticut
$36.7M +$38.8K 1 2.58% Increased
669
SPC
Spirepoint Private Client
Florida
$36.6M +$777K 2 3.5% Increased
670
Junto Capital Management
Junto Capital Management
New York
$36.6M -$25.7M 1 0.81% Reduced
671
DCP
Distillate Capital Partners
Illinois
$36.6M -$722K 1 1.88% Reduced
672
MIG
McGuire Investment Group
Rhode Island
$36.5M -$1.64M 1 3.9% Reduced
673
BRWA
B. Riley Wealth Advisors
Florida
$36.5M +$777K 4 1.68% Increased
674
SEM
Suncoast Equity Management
Florida
$36.4M -$826K 4 3.68% Reduced
675
Becker Capital Management
Becker Capital Management
Oregon
$36.3M -$310K 3 1.04% Reduced