← 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
526	TC Trust Company Manhattan, Kansas	$4.91M	+$4.59M	1	2.25%	New
527	Engineers Gate Manager New York	$4.89M	-$14.1M	2	0.38%	Reduced
528	LCH Lee Capital Holdings New York	$4.87M	+$4.55M	1	3.44%	New
529	KIA KCM Investment Advisors Greenbrae, California	$4.85M	+$767K	1	0.3%	Increased
530	Virginia Retirement Systems Richmond, Virginia	$4.83M	+$4.52M	1	0.06%	New
531	Meag Munich Ergo Munich, Germany	$4.8M	-$897K	1	0.3%	Reduced
532	Pinnacle Associates New York	$4.79M	$0	1	0.1%	Maintained
533	CWM Catamount Wealth Management Westport, Connecticut	$4.75M	+$551K	1	2.3%	Increased
534	IVMX Institutional Venture Management XV Menlo Park, California	$4.75M	$0	1	5.69%	Maintained
535	CCG Cypress Capital Group Palm Beach, Florida	$4.73M	+$672K	1	0.98%	Increased
536	CG Cutler Group San Francisco, California	$4.7M	-$907K	3	0.37%	Reduced
537	TAM Third Avenue Management New York	$4.69M	$0	1	0.23%	Maintained
538	Curi RMB Capital Chicago, Illinois	$4.59M	+$129K	2	0.11%	Increased
539	Advisory Services Network Atlanta, Georgia	$4.58M	+$734K	2	0.35%	Increased
540	Steward Partners Investment Advisory New York	$4.55M	+$174K	2	0.27%	Increased
541	Synovus Financial Columbus, Georgia	$4.5M	+$669K	2	0.08%	Increased
542	Pacer Advisors Malvern, Pennsylvania	$4.48M	-$160K	1	0.2%	Reduced
543	PCM Parsons Capital Management Providence, Rhode Island	$4.47M	+$1.22M	1	0.51%	Increased
544	BAS Brown Advisory Securities Baltimore, Maryland	$4.45M	+$224K	1	0.77%	Increased
545	BP Broadleaf Partners Hudson, Ohio	$4.45M	+$4.16M	1	3.26%	New
546	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$4.4M	-$5.08M	1	0.15%	Reduced
547	RCM Red Cedar Management Park City, Utah	$4.38M	$0	1	3.48%	Maintained
548	SC Scholtz & Company Stamford, Connecticut	$4.37M	+$1.4M	1	3.06%	Increased
549	Sigma Planning Corp Ann Arbor, Michigan	$4.36M	+$2.94M	2	0.29%	Increased
550	NRS Neville Rodie & Shaw New York	$4.35M	+$483K	1	0.46%	Increased