← 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
401	FAT First American Trust Santa Ana, California	$2.34M	-$6.91K	1	0.87%	Reduced
402	RW Rand Wealth Baltimore, Maryland	$2.23M	-$93.7K	1	0.3%	Reduced
403	Advent Capital Management New York	$2.2M	+$1.86M	2	0.03%	Increased
404	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.18M	+$644K	2	0.02%	Increased
405	WBC Westpac Banking Corp Sydney, Australia	$2.16M	-$2.69M	2	0.02%	Reduced
406	BB&T Securities Richmond, Virginia	$2.15M	-$242K	2	0.05%	Reduced
407	SW SVB Wealth Boston, Massachusetts	$2.12M	+$2.17M	1	0.07%	New
408	KeyBank National Association Cleveland, Ohio	$2.1M	-$46.4K	2	0.01%	Reduced
409	HPA Hilltop Park Associates New York	$2.09M	+$2.14M	1	4.14%	New
410	PRCM Pine River Capital Management Minnetonka, Minnesota	$2.08M	-$4.69M	1	0.02%	Reduced
411	AW ACG Wealth Atlanta, Georgia	$2.06M	-$51.2K	1	0.52%	Reduced
412	FSA Financial Sense Advisors San Diego, California	$2.02M	+$2.07M	1	0.94%	New
413	Natixis Advisors Boston, Massachusetts	$2.01M	+$72.5K	2	0.03%	Increased
414	AIS AlphaOne Investment Services West Chester, Pennsylvania	$1.96M	+$1.74M	1	0.69%	Increased
415	Evercore Wealth Management New York	$1.94M	-$11.6K	2	0.09%	Reduced
416	CBT Central Bank & Trust Lexington, Kentucky	$1.88M	+$1.45M	1	0.6%	Increased
417	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.86M	+$502K	1	0.04%	Increased
418	SIM Spark Investment Management New York	$1.86M	+$614K	1	0.26%	Increased
419	LMR Partners London, United Kingdom	$1.85M	+$1.9M	1	0.23%	New
420	Vident Investment Advisory Alpharetta, Georgia	$1.84M	+$563K	2	0.25%	Increased
421	RI Redwood Investments Boston, Massachusetts	$1.82M	+$1.86M	1	0.23%	New
422	AP AlpInvest Partners Amsterdam, Netherlands	$1.8M	$0	1	2.28%	Maintained
423	Creative Planning Overland Park, Kansas	$1.79M	-$192K	1	0.02%	Reduced
424	Spot Trading Chicago, Illinois	$1.77M	-$5.04M	2	0.02%	Reduced
425	MAM Mastrapasqua Asset Management Nashville, Tennessee	$1.75M	+$671K	1	0.42%	Increased