← 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	$37M	+$2.25M	2	3.54%	Increased
502	IP Interval Partners New York	$37M	+$25.1M	2	0.81%	Increased
503	AO Allen Operations New York	$36.9M	$0	1	7.22%	Maintained
504	Gabelli Funds Rye, New York	$36.9M	-$272K	2	0.28%	Reduced
505	Guinness Asset Management London, United Kingdom	$36.7M	+$1.4M	1	0.76%	Increased
506	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$36.7M	$0	2	4.7%	Maintained
507	TNB Thomasville National Bank Thomasville, Georgia	$36.7M	+$10.7M	2	2.93%	Increased
508	SEM Suncoast Equity Management Tampa, Florida	$36.6M	+$11.7M	3	4.05%	Increased
509	Oregon Public Employees Retirement Fund Tigard, Oregon	$36.4M	+$58.9K	3	0.72%	Increased
510	Sarasin & Partners London, United Kingdom	$35.8M	-$77.2M	1	0.32%	Reduced
511	Achmea Investment Management Zeist, Netherlands	$35.7M	+$1.46M	4	0.64%	Increased
512	Maryland State Retirement & Pension System Baltimore, Maryland	$35.7M	+$128K	4	0.66%	Increased
513	Clearstead Advisors Cleveland, Ohio	$35.6M	+$29.8M	6	0.61%	Increased
514	D.A. Davidson & Co Great Falls, Montana	$35.4M	+$3.37M	6	0.31%	Increased
515	WhitTier Trust Company Reno, Nevada	$35.2M	+$5.22M	2	0.98%	Increased
516	NZS Capital Denver, Colorado	$34.9M	+$10.6M	2	1.43%	Increased
517	AAM Aureus Asset Management Boston, Massachusetts	$34.9M	-$395K	1	2.44%	Reduced
518	Eastern Bank Boston, Massachusetts	$34.5M	+$196K	2	1.39%	Increased
519	GTS Securities Miami, Florida	$34.3M	-$12.2M	5	0.07%	Reduced
520	Wolverine Trading Chicago, Illinois	$34.2M	+$15.8M	5	0.04%	Increased
521	Congress Wealth Management Boston, Massachusetts	$34.1M	+$1.19M	2	0.54%	Increased
522	HCM Hollencrest Capital Management Newport Beach, California	$34M	-$108K	3	1.49%	Reduced
523	Quantinno Capital Management New York	$33.9M	+$5.87M	4	0.61%	Increased
524	DCP Distillate Capital Partners Chicago, Illinois	$33.7M	+$35M	1	1.78%	New
525	RIA RPG Investment Advisory Pleasanton, California	$33.5M	+$2.69M	3	4.95%	Increased