← 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
676	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$21M	+$968K	1	2.06%	Increased
677	CP CenterBook Partners Greenwich, Connecticut	$21M	+$20.4M	3	1.03%	Increased
678	FFM Fisher Funds Management Auckland, New Zealand	$21M	-$107K	1	0.6%	Reduced
679	Perigon Wealth Management San Francisco, California	$20.9M	-$1.68M	3	0.33%	Reduced
680	Ancora Advisors Cleveland, Ohio	$20.8M	+$3.47M	5	0.4%	Increased
681	Global Retirement Partners San Rafael, California	$20.8M	+$22.9M	6	0.32%	New
682	AIA Group Hong Kong	$20.6M	-$10.3M	1	0.26%	Reduced
683	HCMG Howard Capital Management Group Los Angeles, California	$20.5M	+$52.9K	2	1.25%	Increased
684	LGT Fund Management Vaduz, Liechtenstein	$20.5M	+$1.93M	3	0.85%	Increased
685	MC Middleton & Co Boston, Massachusetts	$20.5M	+$123K	2	2.17%	Increased
686	VWM Valley Wealth Managers Paramus, New Jersey	$20.5M	+$9.17M	2	1.18%	Increased
687	Atria Investments Charlotte, North Carolina	$20.4M	-$6.37M	3	0.2%	Reduced
688	PI PFG Investments Woodbury, New York	$20.4M	+$4.59M	6	0.79%	Increased
689	CWA Canvas Wealth Advisors Shawnee, Kansas	$20.4M	+$4.92M	3	2.84%	Increased
690	BOK Financial Tulsa, Oklahoma	$20.3M	-$510K	4	0.28%	Reduced
691	CTI Community Trust & Investment Versailles, Kentucky	$20.2M	+$2.28M	1	1.05%	Increased
692	HB Wealth Management Atlanta, Georgia	$20.2M	-$2.65M	5	0.11%	Reduced
693	IEFM IQ EQ Fund Management Dublin 2, Ireland	$20.2M	-$25.3K	1	1.29%	Reduced
694	TC TTRF Capital Nicosia,	$20M	+$23.4M	1	13.18%	New
695	HW Hedeker Wealth Lincolnshire, Illinois	$19.9M	-$6.05M	1	3.8%	Reduced
696	Wealthspire Advisors (New York) New York	$19.8M	+$8.45M	3	0.11%	Increased
697	Vestmark Advisory Solutions Wakefield, Massachusetts	$19.7M	-$2.01M	3	0.19%	Reduced
698	Vise Technologies New York	$19.7M	+$2.36M	6	0.22%	Increased
699	GWM Greenwich Wealth Management Greenwich, Connecticut	$19.7M	+$60K	3	0.72%	Increased
700	GSP Grafton Street Partners North Palm Beach, Florida	$19.6M	$0	1	10.84%	Maintained