← 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
376	VIA Virtus Investment Advisers Hartford, Connecticut	$3.95M	-$844K	1	0.31%	Reduced
377	GCP GSA Capital Partners London, United Kingdom	$3.95M	-$2.88M	3	0.24%	Reduced
378	Johnson Investment Counsel Cincinnati, Ohio	$3.93M	-$71.5K	1	0.12%	Reduced
379	Perpetual Ltd Sydney, New South Wales, Australia	$3.93M	+$187K	1	0.6%	Increased
380	KC Kanha Capital New York	$3.91M	+$4.25M	1	4.35%	New
381	CWM Cabot Wealth Management Salem, Massachusetts	$3.88M	-$450K	1	1.05%	Reduced
382	RFCA R&F Capital Advisors New York	$3.87M	+$4.1M	1	1.37%	New
383	SCM Sitrin Capital Management Century City, California	$3.86M	+$50.4K	1	2.99%	Increased
384	Perigon Wealth Management San Francisco, California	$3.86M	+$1.13M	2	0.84%	Increased
385	Natixis Advisors Boston, Massachusetts	$3.82M	+$386K	3	0.05%	Increased
386	BOK Financial Tulsa, Oklahoma	$3.79M	+$657K	2	0.12%	Increased
387	Wolverine Trading Chicago, Illinois	$3.78M	+$2.37M	2	0.02%	Increased
388	Engineers Gate Manager New York	$3.77M	+$3.36M	2	0.4%	Increased
389	Scotia Capital Toronto, Ontario, Canada	$3.76M	+$1.9M	1	0.06%	Increased
390	Picton Mahoney Asset Management Toronto, Ontario, Canada	$3.71M	-$2.9M	1	0.3%	Reduced
391	AF Arrow Financial Glens Falls, New York	$3.68M	-$55.5K	1	0.91%	Reduced
392	EP Elkfork Partners Portland, Oregon	$3.68M	+$3.9M	1	0.12%	New
393	Whittier Trust South Pasadena, California	$3.63M	+$21.6K	1	0.15%	Increased
394	Brinker Capital Berwyn, Pennsylvania	$3.62M	+$3.83M	3	0.2%	New
395	RSS Rosenblum Silverman Sutton San Francisco, California	$3.6M	+$46.4K	1	1.7%	Increased
396	Commonwealth Equity Services Waltham, Massachusetts	$3.6M	-$76.4K	2	0.03%	Reduced
397	ISB Iowa State Bank Urbandale, Iowa	$3.54M	+$167K	1	1.82%	Increased
398	SHGA Sand Hill Global Advisors Palo Alto, California	$3.44M	+$3.65M	1	0.47%	New
399	Nippon Life Insurance Tokyo, Japan	$3.41M	+$243K	1	0.07%	Increased
400	Glenmede Trust Philadelphia, Pennsylvania	$3.41M	+$431K	3	0.02%	Increased