← 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	CIBC World Markets New York	$25.2M	-$11.8M	2	0.25%	Reduced
527	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$25.1M	$0	2	4.04%	Maintained
528	Graham Capital Management Rowayton, Connecticut	$25M	+$13.2M	2	0.59%	Increased
529	PHAM Pacific Heights Asset Management San Francisco, California	$24.6M	$0	1	2.33%	Maintained
530	CPWM Cypress Point Wealth Management Dallas, Texas	$24.6M	-$10.1K	1	21.61%	Reduced
531	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$24.4M	-$4.15M	2	1.64%	Reduced
532	Tower Research Capital (TRC) New York	$24.3M	+$7.12M	8	0.76%	Increased
533	SCM Silvant Capital Management Atlanta, Georgia	$24.2M	-$149K	1	1.46%	Reduced
534	SAM Sycomore Asset Management Paris, France	$24.1M	-$17.3M	2	6.17%	Reduced
535	MC Middleton & Co Boston, Massachusetts	$24M	+$263K	2	3.32%	Increased
536	AG Avala Global New York	$23.9M	+$25.5M	1	2.32%	New
537	SteelPeak Wealth Woodland Hills, California	$23.9M	-$1.21M	3	1.5%	Reduced
538	Greenleaf Trust Kalamazoo, Michigan	$23.7M	-$49.5K	3	0.27%	Reduced
539	Envestnet Portfolio Solutions Chicago, Illinois	$23.4M	+$24.3M	4	0.11%	New
540	Prudential plc London, England, United Kingdom	$23.2M	+$731K	3	0.26%	Increased
541	Cetera Investment Advisers Schaumburg, Illinois	$23.2M	+$360K	5	0.2%	Increased
542	HCMG Howard Capital Management Group Los Angeles, California	$23.1M	+$171K	2	2.23%	Increased
543	D.A. Davidson & Co Great Falls, Montana	$23M	+$2.42M	4	0.25%	Increased
544	SAM Securian Asset Management St Paul, Minnesota	$22.9M	-$3.56M	3	0.68%	Reduced
545	Simplex Trading Chicago, Illinois	$22.8M	+$8.78M	3	0.02%	Increased
546	DCM Dupont Capital Management Wilmington, Delaware	$22.7M	+$12.8M	2	1.98%	Increased
547	Colony Group Boston, Massachusetts	$22.7M	-$635K	3	0.34%	Reduced
548	Private Advisor Group Morristown, New Jersey	$22.7M	+$147K	5	0.2%	Increased
549	Pathstone Family Office Englewood, New Jersey	$22.6M	+$7.94M	4	0.17%	Increased
550	NewEdge Wealth Pittsburgh, Pennsylvania	$22.6M	-$2.24M	2	0.72%	Reduced