← 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	WorldQuant Millennium Advisors New York	$5.93M	-$12.4M	1	0.14%	Reduced
602	BA BKS Advisors Southfield, Michigan	$5.92M	-$395K	1	2.38%	Reduced
603	Evercore Wealth Management New York	$5.88M	+$849K	2	0.19%	Increased
604	KIA KCM Investment Advisors Greenbrae, California	$5.87M	-$20.8K	1	0.38%	Reduced
605	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$5.83M	-$68.1K	1	1.76%	Reduced
606	Great Lakes Advisors Chicago, Illinois	$5.83M	+$2.87M	2	0.13%	Increased
607	PAA Peregrine Asset Advisers Portland, Oregon	$5.82M	+$5.19M	1	3.35%	New
608	WhitTier Trust Company Reno, Nevada	$5.77M	+$1.73M	2	0.43%	Increased
609	Private Advisor Group Morristown, New Jersey	$5.74M	+$2.89M	3	0.11%	Increased
610	HCMT Highland Capital Management (Texas) Dallas, Texas	$5.7M	-$5.07M	1	0.36%	Reduced
611	Laurion Capital Management New York	$5.68M	+$4.24M	2	0.08%	Increased
612	CFG Cambridge Financial Group Columbus, Ohio	$5.68M	+$5.56M	1	3.08%	New
613	KWMG King Wealth Management Group Naples, Florida	$5.65M	+$1.23M	1	1.77%	Increased
614	GAM Grandview Asset Management Harrisburg, Pennsylvania	$5.49M	+$8.99K	1	5.06%	Increased
615	PL Parkwood LLC Cleveland, Ohio	$5.48M	+$4.75M	2	1.07%	Increased
616	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$5.48M	+$4.88M	1	1.78%	New
617	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$5.47M	+$314K	1	1.07%	Increased
618	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$5.46M	-$133M	2	0.01%	Reduced
619	Calamos Wealth Management Naperville, Illinois	$5.45M	+$69.4K	1	0.78%	Increased
620	Heritage Investors Management Corp Bethesda, Maryland	$5.45M	+$487K	1	0.32%	Increased
621	AP Archon Partners Princeton Junction, New Jersey	$5.45M	+$3.65M	1	1.15%	Increased
622	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.39M	+$958K	1	1.59%	Increased
623	Perigon Wealth Management San Francisco, California	$5.38M	-$198K	1	1.25%	Reduced
624	BFO Boston Family Office Boston, Massachusetts	$5.38M	+$462K	2	0.58%	Increased
625	TC Tairen Capital Hong Kong	$5.37M	+$4.79M	1	0.6%	New