← 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	TF Talbot Financial Bellevue, Washington	$23.5M	+$1.09M	2	3.54%	Increased
602	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$23.5M	+$2.23K	3	0.89%	Increased
603	Oppenheimer & Co New York	$23.5M	+$1.5M	4	0.43%	Increased
604	MFAM Motley Fool Asset Management Alexandria, Virginia	$23.3M	+$406K	3	1.73%	Increased
605	ACM Alight Capital Management New York	$23.2M	+$11.6M	2	7.4%	Increased
606	Sit Investment Associates Minneapolis, Minnesota	$23.2M	-$3.28M	2	0.57%	Reduced
607	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$22.9M	+$2.6M	3	0.62%	Increased
608	Illinois Municipal Retirement Fund Oak Brook, Illinois	$22.9M	+$1.01M	4	0.38%	Increased
609	SAM Shell Asset Management The Hague, Netherlands	$22.7M	-$3.23M	2	1.05%	Reduced
610	RIA RPG Investment Advisory Pleasanton, California	$22.6M	+$430K	2	3.68%	Increased
611	Metis Global Partners San Diego, California	$22.5M	+$1.34M	3	0.9%	Increased
612	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$22.4M	-$1.05M	1	0.77%	Reduced
613	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$22.3M	-$7.14M	2	0.69%	Reduced
614	New Mexico Educational Retirement Board Santa Fe, New Mexico	$22.1M	$0	3	0.85%	Maintained
615	Spire Wealth Management Mclean, Virginia	$22.1M	+$2.33M	4	0.73%	Increased
616	AHB Abner Herrman & Brock Jersey City, New Jersey	$22M	-$1.37M	1	3.08%	Reduced
617	ECM Exchange Capital Management Ann Arbor, Michigan	$21.9M	-$392K	2	3.93%	Reduced
618	Annex Advisory Services Brookfield, Wisconsin	$21.9M	+$6.84M	2	0.91%	Increased
619	TD Waterhouse Canada Toronto, Ontario, Canada	$21.8M	-$2.57M	4	0.2%	Reduced
620	Lido Advisors Los Angeles, California	$21.8M	-$19.8K	5	0.15%	Reduced
621	YC Yarbrough Capital Franklin, Tennessee	$21.8M	-$330K	3	1.14%	Reduced
622	Synovus Financial Columbus, Georgia	$21.6M	-$400K	2	0.31%	Reduced
623	CTI Community Trust & Investment Versailles, Kentucky	$21.5M	-$267K	1	1.65%	Reduced
624	Liontrust Investment Partners London, United Kingdom	$21.4M	-$3.99M	3	0.31%	Reduced
625	Kestra Private Wealth Services Austin, Texas	$21.4M	+$3.32M	4	0.55%	Increased