← 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	Sigma Planning Corp Ann Arbor, Michigan	$12.8M	+$5.07M	2	0.51%	Increased
602	BUB BBVA USA Bancshares Houston, Texas	$12.8M	+$1.71M	2	0.73%	Increased
603	CTA Chesley Taft & Associates Chicago, Illinois	$12.8M	-$954K	1	0.91%	Reduced
604	OSIA O'Shares Investment Advisers Boston, Massachusetts	$12.7M	-$368K	3	1.33%	Reduced
605	DIA Davidson Investment Advisors Great Falls, Montana	$12.7M	-$98.5K	1	1.35%	Reduced
606	Swiss Life Asset Management Zurich,	$12.7M	+$402K	2	0.19%	Increased
607	CIA Covington Investment Advisors Ligonier, Pennsylvania	$12.6M	+$93K	1	3.61%	Increased
608	VIP Vantage Investment Partners Kansas City, Missouri	$12.6M	+$11M	1	0.79%	New
609	CCT Chemung Canal Trust Elmira, New York	$12.6M	+$717K	2	3%	Increased
610	Primecap Management Pasadena, California	$12.6M	$0	1	0.01%	Maintained
611	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$12.5M	-$391K	1	2.27%	Reduced
612	MAM Melqart Asset Management London, United Kingdom	$12.4M	+$6.94M	1	1.37%	Increased
613	Congress Asset Management Boston, Massachusetts	$12.4M	-$938K	1	0.13%	Reduced
614	FHC First Horizon Corporation Memphis, Tennessee	$12.3M	+$10.7M	2	1.31%	New
615	Marshall Wace London, United Kingdom	$12.2M	-$8.01M	1	0.08%	Reduced
616	TAM Telemark Asset Management Boston, Massachusetts	$12.1M	-$4.47M	1	1.47%	Reduced
617	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$12.1M	+$3.12M	1	0.85%	Increased
618	ICM Ionic Capital Management New York	$11.9M	+$10.4M	1	1%	New
619	SRC Shufro Rose & Co New York	$11.8M	-$308K	1	1.14%	Reduced
620	NewEdge Advisors New Orleans, Louisiana	$11.8M	+$991K	2	0.41%	Increased
621	NRS Neville Rodie & Shaw New York	$11.8M	+$246K	1	1.11%	Increased
622	DA Duality Advisers Miami, Florida	$11.7M	+$7.29M	2	0.75%	Increased
623	Eagle Global Advisors Houston, Texas	$11.7M	+$24.1K	1	1.05%	Increased
624	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$11.6M	+$10.7M	1	2.84%	New
625	TCM Tygh Capital Management Portland, Oregon	$11.6M	+$583K	1	2.19%	Increased