← 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	Arkadios Wealth Advisors Atlanta, Georgia	$50.2M	-$4.13M	3	1.21%	Reduced
552	Kayne Anderson Rudnick Investment Management Los Angeles, California	$50M	-$85.5K	4	0.12%	Reduced
553	SCM Suvretta Capital Management New York	$49.9M	+$52.1M	2	1.28%	New
554	Atria Investments Charlotte, North Carolina	$49.9M	-$1.56M	4	0.57%	Reduced
555	WhitTier Trust Company Reno, Nevada	$49.7M	+$6.84M	3	1.06%	Increased
556	BW Gestao de Investimentos Sao Paulo, Brazil	$49.7M	+$31M	1	2.17%	Increased
557	Concurrent Investment Advisors Tampa, Florida	$49.5M	+$1.56M	5	0.85%	Increased
558	SL Summitry LLC Foster City, California	$49.4M	+$3.09M	2	2.09%	Increased
559	UMB Bank Kansas City, Missouri	$49.3M	-$493K	5	0.73%	Reduced
560	NP NS Partners London, United Kingdom	$49.2M	+$1.53M	2	1.9%	Increased
561	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$49.1M	+$80K	3	4.43%	Increased
562	FPL Fortress Private Ledger Raleigh, North Carolina	$49M	+$745K	2	17.85%	Increased
563	Cantor Fitzgerald New York	$48.8M	+$26.3M	6	0.47%	Increased
564	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$48.8M	+$44.5K	3	1.47%	Increased
565	IG Ithaka Group Arlington, Virginia	$48.8M	-$12M	2	8.33%	Reduced
566	Castleark Management Chicago, Illinois	$48.8M	-$9.68M	1	1.37%	Reduced
567	Eastern Bank Boston, Massachusetts	$48.6M	-$6.68M	4	0.86%	Reduced
568	MFWM Motley Fool Wealth Management Alexandria, Virginia	$48.5M	+$15.7M	2	3.29%	Increased
569	Caprock Group Boise, Idaho	$48.1M	+$49M	4	1.18%	New
570	Equitable Holdings New York	$47.4M	+$4.64M	5	0.35%	Increased
571	CF Clarity Financial Houston, Texas	$47.4M	+$692K	2	4.71%	Increased
572	Segall Bryant & Hamill Chicago, Illinois	$47.4M	-$5.18M	1	0.63%	Reduced
573	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$47.3M	+$1.32M	1	3.61%	Increased
574	TS Triglav Skladi Ljubljana, Slovenia	$47M	-$4.59M	3	3.07%	Reduced
575	NIG NFJ Investment Group Dallas, Texas	$46.8M	+$17.6M	3	1.61%	Increased