← 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
626	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$13.6M	+$1.39M	2	1.74%	Increased
627	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$13.6M	+$650K	4	0.67%	Increased
628	TGCMU Titan Global Capital Management USA New York	$13.6M	-$540K	1	3.54%	Reduced
629	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$13.5M	+$968K	2	0.47%	Increased
630	WTB Washington Trust Bank Spokane, Washington	$13.4M	+$984K	1	1.43%	Increased
631	Kingsview Wealth Management Grants Pass, Oregon	$13.4M	-$1.18M	3	0.56%	Reduced
632	Great Lakes Advisors Chicago, Illinois	$13.4M	+$5.15M	2	0.12%	Increased
633	Oppenheimer & Co New York	$13.3M	-$1.14M	4	0.28%	Reduced
634	HCM Hahn Capital Management Walnut Creek, California	$13.3M	-$2.54M	1	4.33%	Reduced
635	MLICM Metropolitan Life Insurance Company (MetLife) New York	$13.2M	-$3.14M	2	0.68%	Reduced
636	Washington Trust Westerly, Rhode Island	$13.1M	+$421K	4	0.59%	Increased
637	MLL Moody Lynn & Lieberson Boston, Massachusetts	$13.1M	+$333K	2	1.17%	Increased
638	AGAM Avalon Global Asset Management San Francisco, California	$13.1M	$0	1	6.43%	Maintained
639	E. Ohman J:or Asset Management Stockholm, Sweden	$13M	+$432K	2	0.51%	Increased
640	Gradient Investments Arden Hills, Minnesota	$13M	+$874K	3	0.36%	Increased
641	PHAM Pacific Heights Asset Management San Francisco, California	$13M	+$2.35M	1	1.22%	Increased
642	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$13M	+$8.11M	1	4.12%	Increased
643	WhitTier Trust Company Reno, Nevada	$13M	+$11.6K	2	0.48%	Increased
644	O'Shaughnessy Asset Management Stamford, Connecticut	$13M	+$2.55M	3	0.2%	Increased
645	Simplex Trading Chicago, Illinois	$12.9M	+$6.78M	4	0.01%	Increased
646	SouthState Corp Winter Haven, Florida	$12.9M	-$254K	3	1.19%	Reduced
647	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$12.8M	+$4.26M	4	0.34%	Increased
648	LSA L & S Advisors Los Angeles, California	$12.8M	+$10.2M	2	1.79%	Increased
649	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$12.8M	+$3.75K	2	0.62%	Increased
650	Metis Global Partners San Diego, California	$12.7M	+$2.83M	3	0.81%	Increased