← 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	RBA Richard Bernstein Advisors New York	$2.9M	$0	1	0.22%	Maintained
452	Ladenburg Thalmann Financial Services Miami, Florida	$2.88M	+$601K	3	0.03%	Increased
453	PL Parkwood LLC Cleveland, Ohio	$2.85M	+$2.59M	2	0.43%	Increased
454	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$2.83M	+$158K	1	0.04%	Increased
455	Sumitomo Life Insurance Tokyo, Japan	$2.81M	+$726K	1	0.37%	Increased
456	PM Precept Management Dallas, Texas	$2.79M	$0	1	1.71%	Maintained
457	Emerald Advisers Leola, Pennsylvania	$2.75M	-$1.07M	2	0.12%	Reduced
458	Andra AP-fonden Goteborg, Sweden	$2.74M	+$17K	2	0.07%	Increased
459	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$2.73M	+$1.24M	3	0.7%	Increased
460	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.72M	-$3.49M	1	0.16%	Reduced
461	FCM Flinton Capital Management Philadelphia, Pennsylvania	$2.72M	+$346K	2	0.1%	Increased
462	Stephens Investment Management Group Houston, Texas	$2.68M	+$7.4K	1	0.06%	Increased
463	GHCM Glen Harbor Capital Management San Diego, California	$2.65M	-$1.35M	1	0.06%	Reduced
464	MCIM Meadow Creek Investment Management Atlanta, Georgia	$2.65M	-$537K	2	0.06%	Reduced
465	Gabelli Funds Rye, New York	$2.62M	$0	1	0.02%	Maintained
466	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.61M	$0	1	2.02%	Maintained
467	BA BKS Advisors Southfield, Michigan	$2.6M	-$34.3K	1	1.06%	Reduced
468	EIM Essex Investment Management Boston, Massachusetts	$2.59M	-$183K	1	0.37%	Reduced
469	Evercore Wealth Management New York	$2.59M	+$216K	2	0.1%	Increased
470	BAS Brown Advisory Securities Baltimore, Maryland	$2.57M	+$66.7K	1	0.59%	Increased
471	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2.55M	+$261K	1	0.35%	Increased
472	CIA Capital Impact Advisors Boston, Massachusetts	$2.53M	$0	1	1.15%	Maintained
473	SW SVB Wealth Boston, Massachusetts	$2.51M	-$5.61K	2	0.1%	Reduced
474	Chilton Capital Management Houston, Texas	$2.51M	-$394K	1	0.28%	Reduced
475	Sit Investment Associates Minneapolis, Minnesota	$2.5M	+$1.54M	2	0.06%	Increased