← 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
551	CCM Cota Capital Management San Francisco, California	$13.4M	-$4.22K	2	7.2%	Reduced
552	BOK Financial Tulsa, Oklahoma	$13.3M	-$1.86M	3	0.25%	Reduced
553	AIM Avity Investment Management Greenwich, Connecticut	$13.3M	+$13.4M	1	1.36%	New
554	Perigon Wealth Management San Francisco, California	$13.3M	-$543K	3	0.82%	Reduced
555	Williams Jones Wealth Management New York	$13.1M	-$7.5M	2	0.22%	Reduced
556	Covea Finance Paris, France	$13M	-$15.7M	2	0.65%	Reduced
557	Jefferies Financial Group New York	$12.9M	+$13.9M	3	0.09%	New
558	MIA MMBG Investment Advisors Miami, Florida	$12.9M	-$36.8K	1	1.71%	Reduced
559	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$12.8M	-$1.16M	1	0.63%	Reduced
560	Parallel Advisors San Francisco, California	$12.8M	-$982K	5	0.56%	Reduced
561	UAS United Asset Strategies Garden City, New York	$12.8M	+$8.23M	1	1.79%	Increased
562	Mercer Global Advisors Denver, Colorado	$12.8M	+$2.96M	4	0.06%	Increased
563	TIAA FSB Jacksonville, Florida	$12.8M	-$7.4M	2	0.05%	Reduced
564	Cetera Investment Advisers Schaumburg, Illinois	$12.8M	+$5.81M	3	0.12%	Increased
565	RIA RPG Investment Advisory Pleasanton, California	$12.8M	+$242K	2	2.47%	Increased
566	Vanguard Personalized Indexing Management Oakland, California	$12.6M	-$2.03M	5	0.52%	Reduced
567	TCTC Holdings Dallas, Texas	$12.5M	-$159K	1	0.51%	Reduced
568	GGHC Gilder Gagnon Howe & Co New York	$12.5M	-$4.95M	3	0.23%	Reduced
569	ALPS Advisors Denver, Colorado	$12.3M	-$1.28M	5	0.11%	Reduced
570	Klingenstein Fields & Co New York	$12.2M	+$4.93M	2	0.63%	Increased
571	Atria Wealth Solutions New York	$12.1M	-$837K	3	0.19%	Reduced
572	MLICM Metropolitan Life Insurance Company (MetLife) New York	$12M	-$170K	2	0.54%	Reduced
573	Chilton Capital Management Houston, Texas	$12M	-$355K	1	0.75%	Reduced
574	DI Dalton Investments Las Vegas, Nevada	$12M	+$1.18M	1	10.35%	Increased
575	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$12M	-$638K	3	0.68%	Reduced