← 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	ECM Exchange Capital Management Ann Arbor, Michigan	$14.4M	-$56.7K	2	3.64%	Reduced
577	DI Dalton Investments Las Vegas, Nevada	$14.3M	-$1.65M	1	9.43%	Reduced
578	Cetera Advisors Denver, Colorado	$14.3M	+$580K	2	0.54%	Increased
579	Advisors Asset Management Monument, Colorado	$14.2M	+$2M	3	0.26%	Increased
580	BHB Bank Hapoalim BM Tel Aviv, Israel	$14.2M	-$1.6M	2	0.66%	Reduced
581	Quilter Plc London, United Kingdom	$14.1M	-$4.69M	2	0.56%	Reduced
582	QIM Quantitative Investment Management Charlottesville, Virginia	$13.9M	+$12.1M	1	1.21%	New
583	CC Codex Capital New York	$13.9M	+$12.3M	2	8.93%	New
584	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$13.9M	+$919K	2	0.89%	Increased
585	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$13.7M	+$4.46M	2	0.62%	Increased
586	AHC Adell Harriman & Carpenter Houston, Texas	$13.7M	+$138K	1	2.05%	Increased
587	AE Wealth Management Topeka, Kansas	$13.7M	+$635K	2	0.2%	Increased
588	TM Tiger Management New York	$13.6M	+$1.64M	1	3.86%	Increased
589	ING Group Amsterdam, Netherlands	$13.5M	+$8.96M	2	0.56%	Increased
590	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$13.5M	$0	2	0.19%	Maintained
591	NG NWK Group San Francisco, California	$13.5M	+$145K	2	6.64%	Increased
592	CC Cedar Capital Barrington, Illinois	$13.3M	-$1.66M	2	4.4%	Reduced
593	JWM Jackson Wealth Management Lake Mary, Florida	$13.1M	+$1.77M	2	1.96%	Increased
594	PAM Premier Asset Management Chicago, Illinois	$13M	+$1.01M	1	3.32%	Increased
595	P Pitcairn Conshohocken, Pennsylvania	$13M	-$753K	3	1.11%	Reduced
596	UBPAM Union Bancaire Privee Asset Management New York	$13M	-$885K	2	4.94%	Reduced
597	Freestone Capital Holdings Seattle, Washington	$13M	-$334K	3	0.84%	Reduced
598	Synovus Financial Columbus, Georgia	$12.8M	-$612K	2	0.17%	Reduced
599	QS Investors New York	$12.8M	-$7.32M	2	0.17%	Reduced
600	Diversified Trust Memphis, Tennessee	$12.8M	+$1.15M	2	0.59%	Increased