← 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	WhitTier Trust Company Reno, Nevada	$10.6M	+$216K	2	0.61%	Increased
652	Sumitomo Life Insurance Tokyo, Japan	$10.5M	-$696K	2	0.49%	Reduced
653	SG Swarthmore Group Philadelphia, Pennsylvania	$10.5M	-$344K	1	3.31%	Reduced
654	Avantax Advisory Services Dallas, Texas	$10.4M	+$3.56M	3	0.17%	Increased
655	Huntington National Bank Columbus, Ohio	$10.4M	-$230K	3	0.15%	Reduced
656	Stratos Wealth Partners Beachwood, Ohio	$10.4M	+$353K	3	0.34%	Increased
657	PVH Psagot Value Holdings Tel Aviv, Israel	$10.4M	-$22.3M	1	0.26%	Reduced
658	CI Cigna Investments Bloomfield, Connecticut	$10.3M	-$1.09M	2	0.99%	Reduced
659	Adams Diversified Equity Fund Baltimore, Maryland	$10.3M	$0	1	0.5%	Maintained
660	AGP Akaris Global Partners New York	$10.3M	-$12M	1	9.06%	Reduced
661	SHGA Sand Hill Global Advisors Palo Alto, California	$10.2M	-$223K	1	0.78%	Reduced
662	LOAMU Lombard Odier Asset Management (USA) New York	$10.2M	-$4.23M	1	0.66%	Reduced
663	LSA L & S Advisors Los Angeles, California	$10.2M	-$5.11M	2	1.4%	Reduced
664	PCM Parsons Capital Management Providence, Rhode Island	$10.2M	-$17.1K	2	0.99%	Reduced
665	Tudor Investment Corp Stamford, Connecticut	$10.2M	+$2.91M	3	0.44%	Increased
666	RA RiverPark Advisors New York	$10.1M	+$1.15M	1	2.27%	Increased
667	CIM Chiron Investment Management New York	$10M	-$7.68M	1	1.86%	Reduced
668	CK Cohen Klingenstein New York	$9.98M	$0	1	0.56%	Maintained
669	Evercore Wealth Management New York	$9.94M	+$43.3K	2	0.24%	Increased
670	VFA Voya Financial Advisors Windsor, Connecticut	$9.92M	+$1.03M	3	0.49%	Increased
671	CWP CFM Wealth Partners Austin, Texas	$9.91M	+$421K	2	3.61%	Increased
672	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$9.89M	-$2.5M	2	0.44%	Reduced
673	Wealthfront Advisers Palo Alto, California	$9.88M	+$1.3M	2	0.07%	Increased
674	AC AMS Capital Sao Paulo, Brazil	$9.88M	+$8.84M	2	2.39%	New
675	WB Webster Bank Waterbury, Connecticut	$9.86M	+$1.6M	2	1.29%	Increased