← 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
651	PCM Parsons Capital Management Providence, Rhode Island	$7.65M	+$251K	2	0.81%	Increased
652	Lido Advisors Los Angeles, California	$7.61M	+$2.84M	2	0.23%	Increased
653	RI Redwood Investments Boston, Massachusetts	$7.55M	+$1.68M	2	0.67%	Increased
654	Cubist Systematic Strategies Stamford, Connecticut	$7.54M	-$25.6M	3	0.13%	Reduced
655	Stratos Wealth Partners Beachwood, Ohio	$7.53M	+$732K	2	0.27%	Increased
656	Evercore Wealth Management New York	$7.46M	+$219K	2	0.2%	Increased
657	OWP Old Well Partners Charlotte, North Carolina	$7.44M	+$1.28M	1	5.9%	Increased
658	CK Cohen Klingenstein New York	$7.44M	$0	1	0.46%	Maintained
659	CWM Cabot Wealth Management Salem, Massachusetts	$7.44M	-$289K	2	1.48%	Reduced
660	DP DSAM Partners London, United Kingdom	$7.44M	+$6.48M	1	1.94%	New
661	RA RiverPark Advisors New York	$7.37M	-$244K	1	2.29%	Reduced
662	NCM Nelson Capital Management Menlo Park, California	$7.36M	+$1.35K	1	1.6%	Increased
663	CCM Crossvault Capital Management San Antonio, Texas	$7.3M	-$148K	2	3.38%	Reduced
664	HIA Harbor Investment Advisory Lutherville, Maryland	$7.23M	-$220K	2	1.54%	Reduced
665	Schonfeld Strategic Advisors New York	$7.23M	-$3.35M	2	0.19%	Reduced
666	SGAM Smith Group Asset Management Dallas, Texas	$7.23M	+$6.3M	1	0.4%	New
667	PP Paloma Partners Greenwich, Connecticut	$7.22M	+$1.08M	2	0.13%	Increased
668	BCM Barometer Capital Management Toronto, Ontario, Canada	$7.16M	+$6.44M	1	1.34%	New
669	Penserra Capital Management Orinda, California	$7.12M	+$4.19M	2	0.37%	Increased
670	Group One Trading Chicago, Illinois	$7.1M	+$1.41M	2	0.03%	Increased
671	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$7.1M	-$5.24M	2	0.57%	Reduced
672	EWM Edge Wealth Management New York	$7.09M	+$4.49M	1	1.35%	Increased
673	Allstate Corporation Northbrook, Illinois	$7.06M	+$101K	2	0.24%	Increased
674	CWP CFM Wealth Partners Austin, Texas	$7.05M	+$43.3K	3	2.68%	Increased
675	Private Advisor Group Morristown, New Jersey	$7.03M	+$697K	2	0.1%	Increased