← 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	Adell Harriman & Carpenter Houston, Texas	$11.5M	-$208K	1	1.39%	Reduced
652	Central Trust Company Jefferson City, Missouri	$11.5M	-$502K	3	0.45%	Reduced
653	Wedbush Securities Los Angeles, California	$11.5M	+$3.2M	3	0.63%	Increased
654	Vantage Investment Partners Kansas City, Missouri	$11.4M	+$784K	1	0.55%	Increased
655	Weiss Multi-Strategy Advisers New York	$11.3M	-$2.41M	1	0.25%	Reduced
656	NG NWK Group San Francisco, California	$11.3M	-$1.96M	3	4.94%	Reduced
657	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$11.3M	-$9.48M	3	0.03%	Reduced
658	AI AXS Investments Port Chester, New York	$11.3M	+$11.9M	2	4.01%	New
659	First Horizon Corporation Memphis, Tennessee	$11.2M	+$312K	2	1.07%	Increased
660	Jones Financial Companies Des Peres, Missouri	$11.2M	+$2.16M	2	0.02%	Increased
661	RIA RPG Investment Advisory Pleasanton, California	$11.2M	+$5.44M	2	2%	Increased
662	Cresset Asset Management Chicago, Illinois	$11.2M	+$2.06M	4	0.18%	Increased
663	SCA Snowden Capital Advisors New York	$11.2M	+$1.91M	3	0.64%	Increased
664	Knights of Columbus Asset Advisors New Haven, Connecticut	$11.2M	+$1.55M	2	1.09%	Increased
665	Voya Financial Advisors Windsor, Connecticut	$11M	+$1.28M	2	0.44%	Increased
666	Chesley Taft & Associates Chicago, Illinois	$11M	-$41.2K	1	0.66%	Reduced
667	BP Broadleaf Partners Hudson, Ohio	$11M	+$471K	2	4.13%	Increased
668	Neville Rodie & Shaw New York	$10.9M	-$61.2K	1	0.9%	Reduced
669	AG Aravt Global New York	$10.8M	-$5.3M	1	4.36%	Reduced
670	Covington Capital Management Los Angeles, California	$10.6M	+$814K	3	0.46%	Increased
671	CWA Asset Management Group Naples, Florida	$10.6M	+$11.3M	2	0.97%	Increased
672	Independent Advisor Alliance Charlotte, North Carolina	$10.6M	+$1.96M	3	0.63%	Increased
673	FSCM First Sabrepoint Capital Management Dallas, Texas	$10.6M	+$4.19M	1	3.44%	Increased
674	Deltec Asset Management New York	$10.6M	+$2.63M	1	1.58%	Increased
675	Congress Asset Management Boston, Massachusetts	$10.5M	-$36.5K	1	0.1%	Reduced