← 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	AW ACG Wealth Atlanta, Georgia	$2.2M	+$147K	1	0.59%	Increased
402	PCM Penn Capital Management Philadelphia, Pennsylvania	$2.14M	-$222K	1	0.11%	Reduced
403	RW Rand Wealth Baltimore, Maryland	$2.13M	-$86.1K	1	0.31%	Reduced
404	Trexquant Investment Stamford, Connecticut	$2.12M	+$2.19M	2	0.18%	New
405	RI Redwood Investments Boston, Massachusetts	$2.12M	+$307K	1	0.28%	Increased
406	Analytic Investors Los Angeles, California	$2.11M	-$1.15M	1	0.03%	Reduced
407	Emerald Advisers Leola, Pennsylvania	$2.09M	-$693K	1	0.11%	Reduced
408	Capital Fund Management (CFM) Paris, France	$2.07M	-$4.7M	1	0.02%	Reduced
409	SIM Spark Investment Management New York	$2.06M	$0	1	0.27%	Maintained
410	SCM Stevens Capital Management Radnor, Pennsylvania	$2.06M	-$7.77M	2	0.09%	Reduced
411	KeyBank National Association Cleveland, Ohio	$2.04M	-$13.6K	2	0.01%	Reduced
412	Laurion Capital Management New York	$2.03M	+$2.07M	1	0.02%	New
413	CBT Central Bank & Trust Lexington, Kentucky	$2M	+$138K	1	0.66%	Increased
414	CL CSS LLC Chicago, Illinois	$1.99M	-$1.25M	1	0.12%	Reduced
415	PRCM Pine River Capital Management Minnetonka, Minnesota	$1.95M	$0	1	0.02%	Maintained
416	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.92M	-$238K	2	0.01%	Reduced
417	Evercore Wealth Management New York	$1.91M	-$21.3K	2	0.09%	Reduced
418	Creative Planning Overland Park, Kansas	$1.91M	+$125K	3	0.02%	Increased
419	FSA Financial Sense Advisors San Diego, California	$1.87M	-$145K	1	1.3%	Reduced
420	Private Advisor Group Morristown, New Jersey	$1.85M	+$1.6M	1	0.1%	Increased
421	Ladenburg Thalmann Financial Services Miami, Florida	$1.81M	+$721K	3	0.04%	Increased
422	AP AlpInvest Partners Amsterdam, Netherlands	$1.8M	$0	1	3.54%	Maintained
423	Moore Capital Management New York	$1.74M	-$1.77M	1	0.08%	Reduced
424	PTC Peak Ten Capital New York	$1.74M	+$355K	1	3.73%	Increased
425	Verition Fund Management Greenwich, Connecticut	$1.73M	+$1.42M	1	0.45%	Increased