← 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
901
Madison Asset Management
Madison Asset Management
Wisconsin
$12M -$2.83M 1 0.14% Reduced
902
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$11.9M -$23.3M 1 0.27% Reduced
903
FA
Faithward Advisors
Pennsylvania
$11.9M -$1.26M 1 1.46% Reduced
904
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$11.9M +$3.35M 3 3.96% Increased
905
Groupama Asset Management
Groupama Asset Management
France
$11.9M +$156K 3 0.15% Increased
906
CUAMC
China Universal Asset Management Company
China
$11.8M +$922K 2 0.71% Increased
907
Harbour Investments
Harbour Investments
Wisconsin
$11.8M +$468K 7 0.16% Increased
908
1WA
180 Wealth Advisors
Washington
$11.8M +$949K 5 1.18% Increased
909
NRG
Nemes Rush Group
Michigan
$11.7M +$472K 5 0.97% Increased
910
NEI
Northwest & Ethical Investments
Ontario, Canada
$11.7M -$3.16M 2 0.27% Reduced
911
IIC
Ironwood Investment Counsel
Arizona
$11.7M +$5.5M 2 1.54% Increased
912
KLWA
Kelly Lawrence W & Associates
California
$11.7M -$76K 2 2.51% Reduced
913
PAIM
Punch & Associates Investment Management
Minnesota
$11.7M +$13.2M 1 0.58% New
914
Belpointe Asset Management
Belpointe Asset Management
Nevada
$11.6M +$2.23M 4 0.38% Increased
915
RS
Rakuten Securities
Japan
$11.6M +$137K 6 2.7% Increased
916
NA
Navellier & Associates
Nevada
$11.6M +$874K 3 0.92% Increased
917
BIA
Biondo Investment Advisors
Pennsylvania
$11.6M -$70.3K 1 1.42% Reduced
918
FFP
FourThought Financial Partners
Florida
$11.6M +$915K 3 0.89% Increased
919
SWM
Sendero Wealth Management
Texas
$11.5M +$1.93M 2 1.15% Increased
920
Iconiq Capital
Iconiq Capital
California
$11.5M -$47.9M 1 0.33% Reduced
921
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$11.5M +$811K 2 0.45% Increased
922
Ruffer LLP
Ruffer LLP
United Kingdom
$11.4M +$5.9M 2 0.4% Increased
923
SA
Sycale Advisors
New York
$11.4M +$5.3M 2 3.49% Increased
924
LTAS
Linden Thomas Advisory Services
North Carolina
$11.3M +$402K 3 0.91% Increased
925
Discovery Capital Management
Discovery Capital Management
Connecticut
$11.3M +$3.94M 1 0.47% Increased