← 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
601	Walleye Capital New York	$26.7M	-$25.9M	4	0.1%	Reduced
602	DA Dash Acquisitions Woodland Hills, California	$26.6M	-$354K	2	5.39%	Reduced
603	Fiera Capital (Canada) Montreal, Quebec, Canada	$26.6M	+$1.21M	1	0.1%	Increased
604	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$26.6M	-$34.6M	4	1.53%	Reduced
605	IG Ithaka Group Arlington, Virginia	$26.5M	-$1.87M	2	4.82%	Reduced
606	Bradley Foster & Sargent Hartford, Connecticut	$26.5M	+$20.3M	3	0.38%	Increased
607	Maryland State Retirement & Pension System Baltimore, Maryland	$26.4M	+$1.18M	4	0.45%	Increased
608	Benjamin Edwards Inc Clayton, Missouri	$26.2M	-$3.77M	3	0.24%	Reduced
609	Jain Global New York	$26.2M	-$107M	5	0.1%	Reduced
610	Gradient Investments Arden Hills, Minnesota	$26.1M	+$7.36M	2	0.36%	Increased
611	LMR Partners London, United Kingdom	$25.9M	+$11.9M	3	0.1%	Increased
612	Allianz Munich, Germany	$25.8M	+$1.75M	3	0.27%	Increased
613	Envestnet Portfolio Solutions Chicago, Illinois	$25.7M	+$4M	4	0.12%	Increased
614	KI Kapitalo Investimentos Sao Paulo, Brazil	$25.7M	+$30M	1	1.63%	New
615	ASA Axxion S.A. Grevenmacher, Luxembourg	$25.7M	+$28M	4	1.83%	New
616	VA VestGen Advisors Inverness, Illinois	$25.6M	+$888K	5	0.75%	Increased
617	Sanibel Captiva Trust Company Sanibel, Florida	$25.6M	-$3.55M	3	0.64%	Reduced
618	GA GuoLine Advisory Singapore	$25.6M	-$22M	1	2.38%	Reduced
619	MFAM Motley Fool Asset Management Alexandria, Virginia	$25.4M	-$4.25M	2	0.98%	Reduced
620	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$25.2M	+$8.91M	2	1.06%	Increased
621	Clearstead Advisors Cleveland, Ohio	$25.1M	+$8.42M	6	0.24%	Increased
622	GMF Grace & Mercy Foundation New York	$25.1M	+$495K	2	6.25%	Increased
623	E Fund Management Guangzhou, China	$25.1M	+$162K	3	0.56%	Increased
624	Canada Post Corporation Pension Plan Toronto, Canada	$25.1M	-$1.03M	3	0.87%	Reduced
625	Independent Advisor Alliance Charlotte, North Carolina	$25.1M	+$960K	5	0.59%	Increased