← 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	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$10.7M	-$168K	2	2.4%	Reduced
602	Wolverine Trading Chicago, Illinois	$10.6M	+$358K	5	0.02%	Increased
603	YC Yarbrough Capital Franklin, Tennessee	$10.6M	-$170K	3	0.84%	Reduced
604	Harvest Portfolios Group Oakville, Ontario, Canada	$10.6M	+$11.7M	1	0.61%	New
605	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$10.6M	+$14.2K	1	2.81%	Increased
606	Trillium Asset Management Boston, Massachusetts	$10.5M	-$46.7K	1	0.32%	Reduced
607	Channing Capital Management Chicago, Illinois	$10.5M	+$2.03M	1	0.33%	Increased
608	MLL Moody Lynn & Lieberson Boston, Massachusetts	$10.4M	-$2.2M	2	0.96%	Reduced
609	RSS Rosenblum Silverman Sutton San Francisco, California	$10.4M	-$94.5K	2	3.79%	Reduced
610	SouthState Corp Winter Haven, Florida	$10.4M	+$1.34K	3	0.96%	Increased
611	WTB Washington Trust Bank Spokane, Washington	$10.3M	+$729K	1	1.17%	Increased
612	D.A. Davidson & Co Great Falls, Montana	$10.3M	+$2.58M	3	0.12%	Increased
613	Oppenheimer & Co New York	$10.3M	-$965K	4	0.23%	Reduced
614	Vestmark Advisory Solutions Wakefield, Massachusetts	$10.2M	-$967K	2	0.5%	Reduced
615	CAPTRUST Financial Advisors Raleigh, North Carolina	$10.2M	-$59.5K	4	0.05%	Reduced
616	Orion Portfolio Solutions Omaha, Nebraska	$10.2M	+$1.4M	2	0.36%	Increased
617	Silver Lake Group Menlo Park, California	$10.2M	$0	1	0.08%	Maintained
618	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$10.1M	+$629K	3	0.72%	Increased
619	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$10.1M	+$178K	2	1.38%	Increased
620	Gradient Investments Arden Hills, Minnesota	$10M	-$7.56M	3	0.32%	Reduced
621	AGP Akaris Global Partners New York	$10M	-$31M	1	3.46%	Reduced
622	Kingsview Wealth Management Grants Pass, Oregon	$10M	+$6.3M	2	0.43%	Increased
623	SM Senvest Management New York	$9.95M	+$9.67M	1	0.34%	New
624	Lido Advisors Los Angeles, California	$9.94M	-$11M	3	0.12%	Reduced
625	PGDP Pragma Gestao de Patrimonio Sao Paulo, Brazil	$9.9M	+$899K	1	6.85%	Increased