← 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	SAM Shikiar Asset Management New York	$8.05M	+$270K	1	3.37%	Increased
452	LPU Lansdowne Partners (UK) London, United Kingdom	$7.89M	-$1.88M	1	0.08%	Reduced
453	NOCM Night Owl Capital Management Greenwich, Connecticut	$7.81M	+$27.2K	1	2.86%	Increased
454	KeyBank National Association Cleveland, Ohio	$7.81M	+$1.25M	3	0.05%	Increased
455	Jasper Ridge Partners Menlo Park, California	$7.75M	+$1.85M	2	0.62%	Increased
456	KLWA Kelly Lawrence W & Associates Pasadens, California	$7.7M	$0	1	1.42%	Maintained
457	Twin Tree Management Dallas, Texas	$7.66M	+$6.69M	3	0.05%	Increased
458	AHC Adell Harriman & Carpenter Houston, Texas	$7.62M	+$418K	1	1.51%	Increased
459	Brinker Capital Berwyn, Pennsylvania	$7.62M	-$888K	3	0.29%	Reduced
460	WAM World Asset Management Detroit, Michigan	$7.6M	+$295K	2	0.37%	Increased
461	Jefferies Group New York	$7.55M	-$18.7M	3	0.04%	Reduced
462	RBA Richard Bernstein Advisors New York	$7.53M	+$938K	3	0.24%	Increased
463	SCM Silvant Capital Management Atlanta, Georgia	$7.48M	-$81.5K	1	0.92%	Reduced
464	Associated Banc-Corp Green Bay, Wisconsin	$7.46M	+$336K	1	0.44%	Increased
465	EVM Evelyn V. Moreno	$7.44M	+$868K	1	2.17%	Increased
466	AL AJO LP Philadelphia, Pennsylvania	$7.37M	+$4.19M	1	0.03%	Increased
467	EAMA EFG Asset Management (Americas) Miami, Florida	$7.27M	+$6.39M	1	2.2%	Increased
468	OA Oak Associates Akron, Ohio	$7.25M	$0	1	0.49%	Maintained
469	CWM Cabot Wealth Management Salem, Massachusetts	$7.24M	+$1.58M	2	1.61%	Increased
470	United Capital Financial Advisors Irving, Texas	$7.22M	+$846K	2	0.05%	Increased
471	WCP Welch Capital Partners Harrison, New York	$7.11M	$0	1	2.44%	Maintained
472	NIMI Natixis Investment Managers International Paris, France	$7.08M	+$2.97M	3	0.39%	Increased
473	GIM Grassi Investment Management Santa Clara, California	$6.98M	+$376K	1	1.12%	Increased
474	Advisor Group Phoenix, Arizona	$6.81M	+$505K	3	0.09%	Increased
475	SCM Suffolk Capital Management New York	$6.81M	-$6.74M	1	0.97%	Reduced