← 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	GMF Grace & Mercy Foundation New York	$19.3M	$0	1	6.94%	Maintained
552	Chilton Capital Management Houston, Texas	$19M	+$819K	2	1.1%	Increased
553	MIA MMBG Investment Advisors Miami, Florida	$18.8M	-$536K	1	2.38%	Reduced
554	CC Cornerstone Capital Palo Alto, California	$18.8M	+$2.53K	2	2.26%	Increased
555	OMERS Administration Corp Toronto, Ontario, Canada	$18.7M	+$13M	1	0.29%	Increased
556	Harvest Portfolios Group Oakville, Ontario, Canada	$18.7M	+$2.32M	1	0.92%	Increased
557	CWM CMH Wealth Management Portsmouth, New Hampshire	$18.7M	+$3.06M	2	5.39%	Increased
558	Blackstone Inc New York	$18.6M	+$16.7M	2	0.08%	Increased
559	Walleye Capital New York	$18.6M	+$4.5M	3	0.28%	Increased
560	GIM Grassi Investment Management Santa Clara, California	$18.5M	-$52.1K	2	2.29%	Reduced
561	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$18.4M	+$549K	3	0.76%	Increased
562	FBA Front Barnett Associates Chicago, Illinois	$18.3M	+$959K	1	2.15%	Increased
563	Picton Mahoney Asset Management Toronto, Ontario, Canada	$18.3M	+$2.02M	1	0.81%	Increased
564	SG Americas Securities New York	$18.3M	-$2.61M	5	0.21%	Reduced
565	Ethic Inc New York	$18.3M	+$5.72M	5	0.74%	Increased
566	Mercer Global Advisors Denver, Colorado	$18.2M	+$599K	4	0.08%	Increased
567	QPBE Quintet Private Bank (Europe) Luxembourg	$18M	+$16.3M	3	1.07%	New
568	Private Advisor Group Morristown, New Jersey	$18M	-$24.5K	3	0.17%	Reduced
569	IP Interval Partners New York	$18M	+$10M	2	0.71%	Increased
570	A Atomvest Hong Kong	$17.9M	$0	1	15.91%	Maintained
571	D.A. Davidson & Co Great Falls, Montana	$17.7M	+$3.07M	3	0.2%	Increased
572	Cetera Investment Advisers Schaumburg, Illinois	$17.6M	+$572K	4	0.15%	Increased
573	KCM Kingdon Capital Management New York	$17.3M	-$15.6M	1	3.25%	Reduced
574	RIA RPG Investment Advisory Pleasanton, California	$17.2M	+$324K	2	3.04%	Increased
575	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$17.2M	+$8.44M	1	0.79%	Increased