← 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	Walleye Trading New York	$65.3M	+$1.06M	5	0.09%	Increased
502	Independent Financial Group San Diego, California	$65.2M	-$5.51M	4	1.46%	Reduced
503	Badgley Phelps Wealth Managers Seattle, Washington	$64.3M	-$5.37M	2	1.18%	Reduced
504	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$64.3M	+$23.9M	4	4.89%	Increased
505	OpenArc Corporate Advisory Atlanta, Georgia	$64.3M	+$65.9M	3	1.06%	New
506	Advisory Services Network Atlanta, Georgia	$64.2M	-$6.88M	5	0.91%	Reduced
507	Simplex Trading Chicago, Illinois	$64M	+$21.8M	7	0.04%	Increased
508	DF Dent & Co Baltimore, Maryland	$64M	+$18M	1	0.92%	Increased
509	Cullen/Frost Bankers San Antonio, Texas	$63.9M	-$1.13M	5	0.7%	Reduced
510	Jupiter Asset Management London, United Kingdom	$63.8M	-$110M	4	0.51%	Reduced
511	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$63.5M	+$64.3M	3	0.48%	New
512	GIC GFI Investment Counsel Toronto, Ontario, Canada	$63.4M	-$4.89M	2	6.77%	Reduced
513	Beacon Pointe Advisors Newport Beach, California	$63.1M	-$3.88M	3	0.44%	Reduced
514	United Capital Financial Advisors Irving, Texas	$62.6M	+$3.68M	4	0.38%	Increased
515	Allstate Corporation Northbrook, Illinois	$62.6M	+$33.1M	3	0.85%	Increased
516	Kovitz Investment Group Partners Chicago, Illinois	$62.4M	-$171M	4	1.38%	Reduced
517	RK Capital Management (Florida) Weston, Florida	$62.2M	+$63.4M	1	1.63%	New
518	Atalanta Sosnoff Capital New York	$62.2M	-$7.63M	3	1.21%	Reduced
519	RG Renaissance Group Covington, Kentucky	$62.1M	+$1.47M	3	2.49%	Increased
520	Meitav Investment House Bene-Beraq, Israel	$61.9M	+$2.69M	1	0.71%	Increased
521	UCMOK United Capital Management of KS Salina, Kansas	$61.1M	-$3.08M	1	8.56%	Reduced
522	Brookstone Capital Management Wheaton, Illinois	$60.8M	+$17.3M	3	0.7%	Increased
523	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$60.6M	-$79.7M	3	0.1%	Reduced
524	HCPC Hamilton Capital Partners (Canada) Toronto,	$60.6M	+$4.07M	1	2.23%	Increased
525	D.A. Davidson & Co Great Falls, Montana	$60.6M	+$10.6M	5	0.37%	Increased