← 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	CC Cedar Capital Barrington, Illinois	$6.11M	+$1.51M	2	2.6%	Increased
602	CCM Crossvault Capital Management San Antonio, Texas	$6.1M	+$318K	2	2.99%	Increased
603	ETrade Capital Management Arlington, Virginia	$6.02M	+$874K	3	0.16%	Increased
604	KWMG King Wealth Management Group Naples, Florida	$6.01M	+$615K	1	1.8%	Increased
605	NCM Nelson Capital Management Menlo Park, California	$6M	-$5M	2	1.42%	Reduced
606	Zacks Investment Management Chicago, Illinois	$5.99M	+$5.38M	1	0.12%	Increased
607	CCG Cypress Capital Group Palm Beach, Florida	$5.98M	+$141K	1	1.18%	Increased
608	Crestwood Advisors Group Boston, Massachusetts	$5.92M	+$5.41M	2	0.27%	Increased
609	CAM Cozad Asset Management Champaign, Illinois	$5.84M	+$15.7K	1	1.69%	Increased
610	ACM AlphaCrest Capital Management New York	$5.78M	+$1.84M	2	0.5%	Increased
611	GCP GSA Capital Partners London, United Kingdom	$5.78M	-$1.07M	3	0.65%	Reduced
612	Evercore Wealth Management New York	$5.74M	+$27.9K	2	0.17%	Increased
613	KIA KCM Investment Advisors Greenbrae, California	$5.73M	+$116K	1	0.34%	Increased
614	BFO Boston Family Office Boston, Massachusetts	$5.72M	+$348K	2	0.59%	Increased
615	SC Scholtz & Company Stamford, Connecticut	$5.69M	+$968K	2	3.69%	Increased
616	CG Cutler Group San Francisco, California	$5.68M	-$7.65M	2	0.53%	Reduced
617	CFG Cambridge Financial Group Columbus, Ohio	$5.65M	+$211K	1	3.01%	Increased
618	GAM Grandview Asset Management Harrisburg, Pennsylvania	$5.59M	+$291K	2	5.18%	Increased
619	WB Webster Bank Waterbury, Connecticut	$5.51M	+$519K	1	0.76%	Increased
620	Alkeon Capital Management New York	$5.49M	$0	1	0.02%	Maintained
621	BCM Barometer Capital Management Toronto, Ontario, Canada	$5.49M	-$3.85M	1	0.71%	Reduced
622	Kentucky Retirement Systems Frankfort, Kentucky	$5.49M	+$426K	1	0.48%	Increased
623	Perigon Wealth Management San Francisco, California	$5.47M	+$476K	1	1.28%	Increased
624	CK Cohen Klingenstein New York	$5.45M	+$638K	1	0.39%	Increased
625	Erste Asset Management Vienna, Austria	$5.45M	+$2.19M	2	0.29%	Increased