← 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
451	NIMI Natixis Investment Managers International Paris, France	$2.26M	+$709K	3	0.21%	Increased
452	AHC Adell Harriman & Carpenter Houston, Texas	$2.22M	+$776K	1	0.55%	Increased
453	Advisors Asset Management Monument, Colorado	$2.19M	-$203K	3	0.04%	Reduced
454	SW SVB Wealth Boston, Massachusetts	$2.15M	-$73.5K	2	0.09%	Reduced
455	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.15M	-$254K	1	0.14%	Reduced
456	LWM Lyell Wealth Management Menlo Park, California	$2.14M	+$2.27M	1	1.33%	New
457	Gabelli Funds Rye, New York	$2.07M	-$385K	1	0.01%	Reduced
458	KIA KCM Investment Advisors Greenbrae, California	$2.07M	-$68.7K	1	0.14%	Reduced
459	Jacobs Levy Equity Management Florham Park, New Jersey	$2.06M	+$27.5K	1	0.04%	Increased
460	Stephens Investment Management Group Houston, Texas	$2.06M	+$1.81K	1	0.06%	Increased
461	GP GLG Partners London, United Kingdom	$2.05M	-$726K	1	0.08%	Reduced
462	NCGI Next Century Growth Investors Plymouth, Minnesota	$2.05M	-$4.05M	1	0.13%	Reduced
463	BAS Brown Advisory Securities Baltimore, Maryland	$2.04M	-$48.6K	1	0.56%	Reduced
464	Group One Trading Chicago, Illinois	$2.03M	+$831K	2	0.02%	Increased
465	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.97M	+$14.5K	1	1.61%	Increased
466	OI Oakbrook Investments Lisle, Illinois	$1.96M	+$2.08M	1	0.13%	New
467	TH Timber Hill Greenwich, Connecticut	$1.96M	+$2.07M	1	0.01%	New
468	Evercore Wealth Management New York	$1.92M	-$94.2K	2	0.08%	Reduced
469	CBT Central Bank & Trust Lexington, Kentucky	$1.89M	-$44K	1	0.51%	Reduced
470	HAM Honeycomb Asset Management New York	$1.86M	+$2.02M	1	0.58%	New
471	Ameritas Investment Partners Lincoln, Nebraska	$1.85M	-$54.1K	1	0.09%	Reduced
472	AHL Partners London, United Kingdom	$1.83M	-$5.73M	1	0.06%	Reduced
473	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1.81M	+$31.4K	1	0.22%	Increased
474	WB Webster Bank Waterbury, Connecticut	$1.79M	-$214K	1	0.26%	Reduced
475	CA Cullinan Associates Louisville, Kentucky	$1.76M	-$5.08K	1	0.15%	Reduced