← 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	Schonfeld Strategic Advisors New York	$37.1M	-$40.2M	6	0.21%	Reduced
652	SPC Spirepoint Private Client Vero Beach, Florida	$36.8M	-$1.15M	2	3.87%	Reduced
653	Bradley Foster & Sargent Hartford, Connecticut	$36.8M	+$18.3M	3	0.54%	Increased
654	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$36.6M	-$1.45M	4	1.7%	Reduced
655	Cookson Peirce & Co Pittsburgh, Pennsylvania	$36.6M	-$3.81M	4	1.5%	Reduced
656	AP Archon Partners Princeton Junction, New Jersey	$36.6M	-$6.98M	2	3.89%	Reduced
657	PFM Privium Fund Management Amsterdam, Netherlands	$36.5M	-$24.3M	1	6.56%	Reduced
658	Annex Advisory Services Brookfield, Wisconsin	$36.4M	+$1.7M	2	0.78%	Increased
659	PTC Petrus Trust Company Dallas, Texas	$36.3M	+$5.34M	2	3.98%	Increased
660	BOK Financial Tulsa, Oklahoma	$36M	+$6.17M	4	0.54%	Increased
661	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$35.8M	$0	2	4.72%	Maintained
662	WestEnd Advisors Charlotte, North Carolina	$35.7M	-$826K	3	0.83%	Reduced
663	HighPoint Advisor Group Downers Grove, Illinois	$35.6M	+$2.09M	5	1.7%	Increased
664	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$35.5M	-$1.81M	1	4.72%	Reduced
665	Vaughan David Investments Peoria, Illinois	$35.2M	+$4.43M	1	0.76%	Increased
666	Allworth Financial Folsom, California	$35.1M	-$3.73M	6	0.15%	Reduced
667	Kingsview Wealth Management Grants Pass, Oregon	$35M	-$25.5M	4	0.53%	Reduced
668	Chilton Investment Company Stamford, Connecticut	$34.6M	+$1.66M	3	0.7%	Increased
669	Y-Intercept (HK) Hong Kong	$34.4M	-$2.23M	5	0.83%	Reduced
670	EverSource Wealth Advisors Birmingham, Alabama	$34.4M	-$1.91M	7	1.36%	Reduced
671	Foundations Investment Advisors Phoenix, Arizona	$34.3M	-$961K	4	0.5%	Reduced
672	HB Wealth Management Atlanta, Georgia	$34.2M	+$6.54M	6	0.23%	Increased
673	CU CDAM (UK) London, United Kingdom	$34.2M	-$3.88M	1	6.17%	Reduced
674	DG DigitalBridge Group Boca Raton, Florida	$34.1M	+$12.9M	1	2.71%	Increased
675	Greenleaf Trust Kalamazoo, Michigan	$34M	-$6.79M	4	0.31%	Reduced