← 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	CC Cannell & Co New York	$22.6M	-$145K	2	0.77%	Reduced
552	Tokio Marine Asset Management Tokyo, Japan	$22.5M	-$402K	2	1.43%	Reduced
553	Beacon Pointe Advisors Newport Beach, California	$22.4M	+$9.8M	3	0.28%	Increased
554	Carson Wealth (CWM LLC) Omaha, Nebraska	$22.2M	-$14.7M	6	0.14%	Reduced
555	NewEdge Advisors New Orleans, Louisiana	$21.9M	+$3.13M	6	0.24%	Increased
556	CC Crosslink Capital Menlo Park, California	$21.9M	-$16.1M	1	4.13%	Reduced
557	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$21.8M	-$783K	2	0.87%	Reduced
558	Atria Wealth Solutions New York	$21.7M	+$144K	3	0.3%	Increased
559	A Atomvest Hong Kong	$21.5M	$0	1	23.7%	Maintained
560	CWM CMH Wealth Management Portsmouth, New Hampshire	$21.4M	+$403K	2	5.99%	Increased
561	BCM Bayesian Capital Management Brooklyn, New York	$21.4M	+$9.56M	6	2.44%	Increased
562	Liontrust Investment Partners London, United Kingdom	$21.2M	+$7M	3	0.34%	Increased
563	AO Allen Operations New York	$21.2M	$0	1	4.69%	Maintained
564	Sit Investment Associates Minneapolis, Minnesota	$21.2M	-$3.39M	3	0.58%	Reduced
565	Prime Capital Investment Advisors Overland Park, Kansas	$21.2M	-$581K	3	0.43%	Reduced
566	GIM Grassi Investment Management Santa Clara, California	$21.1M	+$171K	2	2.42%	Increased
567	Kingsview Wealth Management Grants Pass, Oregon	$21M	+$5.7M	3	0.76%	Increased
568	Jones Financial Companies Des Peres, Missouri	$21M	-$691K	2	0.03%	Reduced
569	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$21M	-$180K	3	0.48%	Reduced
570	TCTC Holdings Dallas, Texas	$20.7M	+$128K	1	0.8%	Increased
571	SAM Shell Asset Management The Hague, Netherlands	$20.6M	+$3.58M	2	0.85%	Increased
572	Bahl & Gaynor Cincinnati, Ohio	$20.5M	-$903K	2	0.13%	Reduced
573	MSR Main Street Research Lakeville, Connecticut	$20.4M	+$21.7M	1	2.1%	New
574	Polar Asset Management Partners Toronto, Ontario, Canada	$20.4M	-$13.5M	2	0.45%	Reduced
575	NP NS Partners London, United Kingdom	$20.4M	-$216K	1	1.1%	Reduced