← 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
701	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$19.5M	+$21.9M	1	0.82%	New
702	Causeway Capital Management Los Angeles, California	$19.5M	-$40.7M	1	0.21%	Reduced
703	BWP Barlow Wealth Partners Louisville, Kentucky	$19.5M	+$8.21M	3	2.11%	Increased
704	PIMC Praesidium Investment Management Company New York	$19.5M	-$15.5M	1	9.1%	Reduced
705	HUB Investment Partners Austin, Texas	$19.4M	+$3.02M	5	0.35%	Increased
706	Liontrust Investment Partners London, United Kingdom	$19.3M	+$899K	2	0.28%	Increased
707	KF KKM Financial Chicago, Illinois	$19.2M	+$19.2M	2	2.63%	New
708	ZCP Z3 Capital Partners Richmond, Virginia	$19.2M	+$952K	2	4.03%	Increased
709	VIG Vienna Insurance Group Warsaw, Poland	$19.1M	+$6.56M	2	5.02%	Increased
710	Voleon Capital Management Berkeley, California	$19.1M	+$1.86M	4	0.35%	Increased
711	KG Kieckhefer Group Mequon, Wisconsin	$19.1M	+$116K	2	7.76%	Increased
712	Tokio Marine Asset Management Tokyo, Japan	$19M	-$5.42M	3	0.59%	Reduced
713	Avanza Fonder Stockholm, Sweden	$19M	+$3.14M	3	0.41%	Increased
714	Sit Investment Associates Minneapolis, Minnesota	$19M	-$4.38M	3	0.36%	Reduced
715	PUI Purpose Unlimited Inc Toronto,	$18.8M	+$8.53M	4	0.72%	Increased
716	YC Yarbrough Capital Franklin, Tennessee	$18.8M	-$452K	2	0.56%	Reduced
717	MGO One Seven Beachwood, Ohio	$18.8M	-$592K	3	0.31%	Reduced
718	DP Dundas Partners Edinburgh, United Kingdom	$18.7M	+$2.52M	1	1.36%	Increased
719	Callan Family Office Radnor, Pennsylvania	$18.7M	-$1.36M	5	0.37%	Reduced
720	1W 1776 Wealth Atlanta, Georgia	$18.7M	+$241K	3	6.58%	Increased
721	QPBE Quintet Private Bank (Europe) Luxembourg	$18.6M	-$860K	4	1.16%	Reduced
722	RG Renaissance Group Covington, Kentucky	$18.6M	-$30M	3	0.76%	Reduced
723	CA Cornerstone Advisors Asheville, North Carolina	$18.6M	+$6.89M	2	0.61%	Increased
724	TCTC Holdings Dallas, Texas	$18.5M	-$1.37M	2	0.49%	Reduced
725	Ameritas Investment Partners Lincoln, Nebraska	$18.4M	-$279K	6	0.49%	Reduced