← 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	Central Trust Company Jefferson City, Missouri	$12.6M	+$2.78M	3	0.51%	Increased
652	Scout Investments Kansas City, Missouri	$12.6M	-$172K	1	0.23%	Reduced
653	DA Duality Advisers Miami, Florida	$12.5M	+$1.89M	2	0.93%	Increased
654	AHC Adell Harriman & Carpenter Houston, Texas	$12.3M	+$122K	1	1.62%	Increased
655	RCM Ratan Capital Management Miami Beach, Florida	$12.3M	$0	1	1.43%	Maintained
656	QS Investors New York	$12.1M	+$347K	2	0.15%	Increased
657	SMH Sanders Morris Harris Houston, Texas	$12.1M	+$7.52M	2	2.75%	Increased
658	PAM Premier Asset Management Chicago, Illinois	$11.9M	+$402K	1	2.44%	Increased
659	LAM LifePro Asset Management San Diego, California	$11.8M	+$1.62M	1	3.67%	Increased
660	AH Allen Holding New York	$11.8M	+$8.94M	1	2.01%	New
661	LSA Liberty Street Advisors New York	$11.6M	+$9.03M	1	68.44%	New
662	BHB Bank Hapoalim BM Tel Aviv, Israel	$11.6M	-$1.46M	3	1.6%	Reduced
663	EP Edgestream Partners Princeton, New Jersey	$11.5M	+$3.25M	1	0.58%	Increased
664	FHC First Horizon Corporation Memphis, Tennessee	$11.5M	+$623K	2	1.13%	Increased
665	NRS Neville Rodie & Shaw New York	$11.5M	+$1.15M	1	0.99%	Increased
666	RA RiverPark Advisors New York	$11.4M	$0	1	2.01%	Maintained
667	Parallel Advisors San Francisco, California	$11.4M	+$432K	4	0.62%	Increased
668	IRF IBM Retirement Fund Armonk, New York	$11.4M	+$556K	3	0.79%	Increased
669	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$11.4M	+$741K	2	0.73%	Increased
670	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$11.3M	-$3.07M	1	1.36%	Reduced
671	BP Broadleaf Partners Hudson, Ohio	$11.3M	+$245K	2	4.47%	Increased
672	Advisory Services Network Atlanta, Georgia	$11.3M	+$3.31M	4	0.45%	Increased
673	Synovus Financial Columbus, Georgia	$11.2M	-$322K	2	0.13%	Reduced
674	S Surevest Los Angeles, California	$11.2M	+$341K	2	3.73%	Increased
675	CIA Covington Investment Advisors Ligonier, Pennsylvania	$11.1M	-$4.86K	1	2.88%	Reduced