← 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	TCTC Holdings Dallas, Texas	$31M	+$102K	1	1.03%	Increased
577	Gradient Investments Arden Hills, Minnesota	$30.6M	-$4.61M	4	0.71%	Reduced
578	Atria Wealth Solutions New York	$30.5M	+$963K	4	0.34%	Increased
579	MLL Moody Lynn & Lieberson Boston, Massachusetts	$30.5M	+$3.9M	2	2.05%	Increased
580	DIA Davidson Investment Advisors Great Falls, Montana	$30.4M	+$103K	1	1.58%	Increased
581	Quantinno Capital Management New York	$30.3M	+$9.29M	4	0.66%	Increased
582	TAM Taurus Asset Management New York	$30.3M	+$15.5M	2	3.07%	Increased
583	VEPM Vista Equity Partners Management San Francisco, California	$29.9M	+$1.2M	1	0.8%	Increased
584	Oppenheimer & Co New York	$29.9M	+$3.32M	4	0.5%	Increased
585	NP NS Partners London, United Kingdom	$29.7M	-$467K	1	1.37%	Reduced
586	SEM Suncoast Equity Management Tampa, Florida	$29.7M	+$13M	3	3.48%	Increased
587	TNB Thomasville National Bank Thomasville, Georgia	$29.6M	-$257K	1	2.44%	Reduced
588	DCM Dupont Capital Management Wilmington, Delaware	$29.6M	-$2.12M	2	2.45%	Reduced
589	CC Cornerstone Capital Palo Alto, California	$29.3M	+$153K	2	3.01%	Increased
590	NIG NFJ Investment Group Dallas, Texas	$29.3M	-$6.9M	3	0.8%	Reduced
591	SG StepStone Group La Jolla, California	$29.2M	-$1.67M	1	6.18%	Reduced
592	WesBanco Bank Wheeling, West Virginia	$29.1M	+$8.1M	2	1.1%	Increased
593	SteelPeak Wealth Woodland Hills, California	$29M	-$94.9K	4	1.46%	Reduced
594	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$28.9M	-$1.29M	2	1.02%	Reduced
595	Chilton Capital Management Houston, Texas	$28.9M	+$608K	1	1.37%	Increased
596	ZDA Zweig-DiMenna Associates New York	$28.9M	+$9.09M	2	2.53%	Increased
597	OMERS Administration Corp Toronto, Ontario, Canada	$28.8M	-$1.17M	2	0.33%	Reduced
598	RC RDST Capital Seattle, Washington	$28.8M	+$1,000K	1	7.16%	Increased
599	WI Wafra Inc New York	$28.5M	$0	1	1.49%	Maintained
600	KeyBank National Association Cleveland, Ohio	$28.4M	+$1.46M	4	0.12%	Increased