← 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	Oppenheimer & Co New York	$30M	+$2.69M	5	0.48%	Increased
552	Segall Bryant & Hamill Chicago, Illinois	$29.8M	+$1.93M	1	0.53%	Increased
553	HCMG Howard Capital Management Group Los Angeles, California	$29.6M	+$252K	2	2.18%	Increased
554	Atria Wealth Solutions New York	$29.4M	+$430K	5	0.32%	Increased
555	Woodline Partners San Francisco, California	$29.1M	-$16.5M	3	0.28%	Reduced
556	Prime Capital Investment Advisors Overland Park, Kansas	$28.9M	-$538K	3	0.43%	Reduced
557	SCA Snowden Capital Advisors New York	$28.9M	+$1.74M	3	0.86%	Increased
558	Marex Group London,	$28.8M	+$17.9M	2	0.77%	Increased
559	CC Cornerstone Capital Palo Alto, California	$28.6M	+$1.16M	2	2.89%	Increased
560	A Atomvest Hong Kong	$28.4M	+$6.69M	2	45.8%	Increased
561	BOK Financial Tulsa, Oklahoma	$28.4M	+$11.4M	4	0.51%	Increased
562	SteelPeak Wealth Woodland Hills, California	$28.3M	+$3.55M	4	1.31%	Increased
563	Greenleaf Trust Kalamazoo, Michigan	$28.3M	+$152K	2	0.27%	Increased
564	Commerzbank Aktiengesellschaft Frankfurt, Germany	$28.2M	-$207K	2	0.93%	Reduced
565	Summit Trail Advisors New York	$28.1M	-$5.61M	5	0.74%	Reduced
566	WesBanco Bank Wheeling, West Virginia	$27.9M	+$3.11M	3	1.04%	Increased
567	Illinois Municipal Retirement Fund Oak Brook, Illinois	$27.7M	+$2.79M	4	0.42%	Increased
568	HA HHLR Advisors Grand Cayman, Cayman Islands	$27.4M	-$97.9M	2	0.68%	Reduced
569	MFAM Motley Fool Asset Management Alexandria, Virginia	$27.3M	+$3.56M	2	1.81%	Increased
570	Parallax Volatility Advisers San Francisco, California	$27.3M	+$3.94M	3	0.06%	Increased
571	Beacon Pointe Advisors Newport Beach, California	$27.2M	-$3.25M	4	0.32%	Reduced
572	TP TenCore Partners New York	$27.1M	+$594K	1	10.44%	Increased
573	Kayne Anderson Rudnick Investment Management Los Angeles, California	$27.1M	-$989K	3	0.07%	Reduced
574	Magellan Asset Management Sydney, Australia	$26.4M	+$4.26M	1	0.25%	Increased
575	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$26.3M	-$173K	2	0.9%	Reduced