← 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
501	LWM Lyell Wealth Management Menlo Park, California	$28.1M	+$1.03M	2	3.48%	Increased
502	Gabelli Funds Rye, New York	$28M	+$827	2	0.18%	Increased
503	Acadian Asset Management Boston, Massachusetts	$27.9M	-$2.95M	3	0.1%	Reduced
504	Waverton Investment Management London, United Kingdom	$27.7M	-$1.4M	1	1.08%	Reduced
505	Barings Charlotte, North Carolina	$27.6M	+$952K	3	0.64%	Increased
506	MNBTD Moody National Bank Trust Division Galveston, Texas	$27.5M	-$114K	2	0.56%	Reduced
507	Associated Banc-Corp Green Bay, Wisconsin	$27.4M	-$8.45M	2	1.09%	Reduced
508	Cerity Partners New York	$27.1M	+$1.76M	3	0.59%	Increased
509	Banque Pictet & Cie Geneva 73, Switzerland	$27M	-$1.91M	3	0.3%	Reduced
510	FFA First Foundation Advisors Irvine, California	$26.9M	+$477K	2	1.04%	Increased
511	Polar Asset Management Partners Toronto, Ontario, Canada	$26.5M	-$1.69M	3	0.27%	Reduced
512	Parallel Advisors San Francisco, California	$26.4M	+$1.12M	5	1.12%	Increased
513	Becker Capital Management Portland, Oregon	$26.2M	+$47.2K	2	1.11%	Increased
514	NAM NorthCoast Asset Management Greenwich, Connecticut	$26.1M	+$568K	2	0.93%	Increased
515	UI Untitled Investments New York	$26M	+$17.5M	1	6.36%	Increased
516	CCP Clough Capital Partners Boston, Massachusetts	$25.7M	+$24.1M	2	1.4%	New
517	SW SVB Wealth Boston, Massachusetts	$25.5M	+$1.08M	3	0.32%	Increased
518	Crossmark Global Holdings Houston, Texas	$25.4M	+$20.7K	3	0.6%	Increased
519	ALAM Asahi Life Asset Management Tokyo, Japan	$25.4M	-$1.56M	1	3.39%	Reduced
520	Summit Trail Advisors New York	$25.1M	+$4.96M	4	2.2%	Increased
521	ANI American National Insurance Galveston, Texas	$25M	-$21.9K	2	0.93%	Reduced
522	RCM Ratan Capital Management Miami Beach, Florida	$24.9M	-$6.12M	1	2.16%	Reduced
523	Border to Coast Pensions Partnership Leeds, United Kingdom	$24.9M	+$23.4M	1	0.87%	New
524	CBT Capital Bank & Trust Irvine, California	$24.9M	-$9.38M	1	0.29%	Reduced
525	Soros Fund Management New York	$24.9M	+$11.4M	3	0.42%	Increased