← 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	BP BBR Partners New York	$17.2M	+$11.5M	2	1.42%	Increased
652	Washington Trust Westerly, Rhode Island	$17.1M	-$14.8K	4	0.48%	Reduced
653	BHB Bank Hapoalim BM Tel Aviv, Israel	$17M	+$1.73M	3	1.78%	Increased
654	GW&K Investment Management Boston, Massachusetts	$17M	-$43.6K	1	0.15%	Reduced
655	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$16.9M	-$1.53M	3	0.15%	Reduced
656	SC Scholtz & Company Stamford, Connecticut	$16.9M	+$164K	2	5.97%	Increased
657	RIG Roosevelt Investment Group New York	$16.8M	+$4.89M	1	1.04%	Increased
658	APM Avidity Partners Management Dallas, Texas	$16.8M	+$1.15M	1	0.37%	Increased
659	UAS United Asset Strategies Garden City, New York	$16.7M	-$1.24M	2	2.15%	Reduced
660	SH SeaTown Holdings Singapore	$16.6M	-$7.62M	2	0.74%	Reduced
661	Calamos Wealth Management Naperville, Illinois	$16.6M	+$3.98M	2	1.34%	Increased
662	ECM Exchange Capital Management Ann Arbor, Michigan	$16.6M	+$79.2K	2	3.22%	Increased
663	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$16.6M	+$2.15M	4	0.53%	Increased
664	ExodusPoint Capital Management New York	$16.5M	-$22.9M	4	0.22%	Reduced
665	Eagle Global Advisors Houston, Texas	$16.4M	+$166K	1	1.08%	Increased
666	RA RiverPark Advisors New York	$16.4M	$0	1	2%	Maintained
667	Nippon Life Global Investors Americas New York	$16.2M	-$216K	2	0.85%	Reduced
668	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$16.2M	+$2.99M	3	0.53%	Increased
669	Jones Financial Companies Des Peres, Missouri	$16.1M	+$322K	2	0.02%	Increased
670	Quilter Plc London, United Kingdom	$16M	-$668K	3	0.45%	Reduced
671	AP AlpInvest Partners Amsterdam, Netherlands	$15.9M	+$8.34M	1	6.16%	Increased
672	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$15.8M	-$836K	3	0.83%	Reduced
673	Advisory Services Network Atlanta, Georgia	$15.7M	+$4.22M	3	0.5%	Increased
674	Illinois Municipal Retirement Fund Oak Brook, Illinois	$15.6M	+$203K	3	0.57%	Increased
675	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$15.6M	-$1.63M	4	0.67%	Reduced