← 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
476	ORI Oak Ridge Investments Chicago, Illinois	$11.2M	-$897K	2	0.77%	Reduced
477	Sequoia Financial Advisors Akron, Ohio	$11.1M	-$1.78M	2	0.83%	Reduced
478	Greenleaf Trust Kalamazoo, Michigan	$11.1M	-$41.5K	2	0.18%	Reduced
479	PPCM Pillar Pacific Capital Management Pacifica, California	$11M	+$82.9K	1	1.23%	Increased
480	Pacer Advisors Malvern, Pennsylvania	$11M	+$1.35M	1	0.27%	Increased
481	Miracle Mile Advisors Los Angeles, California	$11M	+$3.85M	1	0.82%	Increased
482	Gotham Asset Management New York	$11M	+$7.66M	2	0.18%	Increased
483	Engineers Gate Manager New York	$10.9M	+$10.4M	2	0.6%	New
484	RSS Rosenblum Silverman Sutton San Francisco, California	$10.8M	+$656K	2	4.08%	Increased
485	Fenimore Asset Management Cobleskill, New York	$10.7M	+$10.3M	1	0.36%	New
486	AGAM Avalon Global Asset Management San Francisco, California	$10.7M	-$2.26M	1	5.07%	Reduced
487	Jacobs Levy Equity Management Florham Park, New Jersey	$10.7M	+$8.65M	1	0.15%	Increased
488	Stephens Inc Little Rock, Arkansas	$10.6M	+$159K	2	0.24%	Increased
489	TPM Totem Point Management New York	$10.5M	+$2.88M	1	5.07%	Increased
490	EAMA EFG Asset Management (Americas) Miami, Florida	$10.5M	-$1.75M	1	2.99%	Reduced
491	NP NS Partners London, United Kingdom	$10.3M	+$93.6K	1	0.95%	Increased
492	CIBC World Market Toronto, Ontario, Canada	$10.3M	+$151K	2	0.05%	Increased
493	FBA Front Barnett Associates Chicago, Illinois	$10.3M	+$314K	1	1.73%	Increased
494	TEE Tibra Equities Europe London, United Kingdom	$10.3M	+$9.61M	1	0.76%	Increased
495	Advisors Asset Management Monument, Colorado	$10.2M	-$1.21M	2	0.18%	Reduced
496	Churchill Management Los Angeles, California	$10.2M	+$7.36M	2	0.27%	Increased
497	LWM Lyell Wealth Management Menlo Park, California	$10.1M	+$1.42M	2	3.06%	Increased
498	SCA Sander Capital Advisors Seattle, Washington	$9.99M	-$3.09M	1	6.33%	Reduced
499	ARTA A.R.T. Advisors New York	$9.98M	+$3.07M	2	0.56%	Increased
500	Daiwa Securities Group Tokyo, Japan	$9.95M	-$1.48M	2	0.09%	Reduced