← 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
576	Profund Advisors Bethesda, Maryland	$7.83M	-$3.23M	2	0.59%	Reduced
577	CTA Chesley Taft & Associates Chicago, Illinois	$7.83M	-$83K	1	0.71%	Reduced
578	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$7.72M	-$1.07M	2	0.56%	Reduced
579	AWS AJ Wealth Strategies New York	$7.72M	+$9.19M	1	1.05%	New
580	KLWA Kelly Lawrence W & Associates Pasadens, California	$7.68M	-$2.23M	1	1.87%	Reduced
581	NIA Northstar Investment Advisors Denver, Colorado	$7.63M	-$1.9M	2	1.89%	Reduced
582	AGP Akaris Global Partners New York	$7.62M	+$9.07M	1	3.72%	New
583	NG NWK Group San Francisco, California	$7.61M	+$3.77M	2	6.49%	Increased
584	LC Lakehouse Capital Sydney NSW, Australia	$7.61M	+$4.75M	1	5.3%	New
585	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$7.6M	-$2.1M	1	1.26%	Reduced
586	DIA Davidson Investment Advisors Great Falls, Montana	$7.59M	-$433K	1	0.98%	Reduced
587	TPM Totem Point Management New York	$7.57M	+$124K	1	3.88%	Increased
588	AHC Adell Harriman & Carpenter Houston, Texas	$7.57M	-$340K	1	1.6%	Reduced
589	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$7.54M	+$921K	2	0.44%	Increased
590	I IberiaBank Lafayette, Louisiana	$7.48M	-$702K	1	0.99%	Reduced
591	JWM Jackson Wealth Management Lake Mary, Florida	$7.38M	-$3.27M	2	1.54%	Reduced
592	Cetera Advisors Denver, Colorado	$7.35M	+$222K	1	0.39%	Increased
593	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$7.34M	$0	1	0.13%	Maintained
594	Primecap Management Pasadena, California	$7.2M	$0	1	0.01%	Maintained
595	SRC Shufro Rose & Co New York	$7.03M	+$8.37M	1	0.84%	New
596	PAM Premier Asset Management Chicago, Illinois	$7M	-$316K	1	2.93%	Reduced
597	CIA Covington Investment Advisors Ligonier, Pennsylvania	$6.93M	+$436K	1	2.64%	Increased
598	EVM Evelyn V. Moreno	$6.88M	-$343K	1	2.33%	Reduced
599	SC Scholtz & Company Stamford, Connecticut	$6.83M	+$106K	2	5.23%	Increased
600	MC Mathes Company New York	$6.82M	-$784K	2	4.54%	Reduced