← 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	Bartlett & Co Wealth Management Cincinnati, Ohio	$45.7M	-$5.51M	3	0.58%	Reduced
502	CU CDAM (UK) London, United Kingdom	$45.3M	+$16.9M	1	10.06%	Increased
503	Verition Fund Management Greenwich, Connecticut	$45.2M	-$90.5M	3	0.29%	Reduced
504	Waverly Advisors Birmingham, Alabama	$45.2M	+$12.3M	5	0.34%	Increased
505	Epoch Investment Partners New York	$45M	-$14.8M	2	0.27%	Reduced
506	First Financial Bankshares Abilene, Texas	$44.2M	+$20.3M	2	0.89%	Increased
507	Parallel Advisors San Francisco, California	$44.1M	-$1.24M	6	0.79%	Reduced
508	DG DigitalBridge Group Boca Raton, Florida	$43.9M	+$16M	1	2.77%	Increased
509	RIA RPG Investment Advisory Pleasanton, California	$43.9M	+$2.86M	3	5.29%	Increased
510	Jump Financial Chicago, Illinois	$43.8M	-$36.4M	5	0.58%	Reduced
511	Diversify Wealth Management Sandy, Utah	$43.5M	+$28M	3	0.78%	Increased
512	Dana Investment Advisors Waukesha, Wisconsin	$43.5M	+$16.1M	4	1.3%	Increased
513	UMB Bank Kansas City, Missouri	$43.4M	+$12.1M	5	0.61%	Increased
514	Brown Brothers Harriman & Co New York	$43.3M	-$47.7M	4	0.23%	Reduced
515	Jefferies Financial Group New York	$43.1M	+$15.3M	5	0.29%	Increased
516	Capital International Sarl Los Angeles, California	$43M	-$32.3M	3	0.7%	Reduced
517	SL Summitry LLC Foster City, California	$42.5M	+$2.37M	3	1.5%	Increased
518	LBP AM Paris, France	$42.5M	-$18.2M	2	0.58%	Reduced
519	U.S. Capital Wealth Advisors Austin, Texas	$42.3M	+$1.53M	4	1.06%	Increased
520	ST Sentinel Trust Houston, Texas	$41.9M	$0	1	4.17%	Maintained
521	FPL Fortress Private Ledger Raleigh, North Carolina	$41.8M	+$1.97M	2	13.07%	Increased
522	DC Defender Capital Charlotte, North Carolina	$41.7M	+$6.46M	1	14.79%	Increased
523	Wedmont Private Capital West Chester, Pennsylvania	$41.5M	-$393K	3	1.34%	Reduced
524	Crestwood Advisors Group Boston, Massachusetts	$41.4M	-$18.4M	4	0.7%	Reduced
525	Illinois Municipal Retirement Fund Oak Brook, Illinois	$41.4M	+$2.8M	4	0.53%	Increased