← 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	GAMA Graticule Asia Macro Advisors New York	$4.39M	-$4.73M	1	0.24%	Reduced
677	Edmond de Rothschild Holding Chambesy, Switzerland	$4.38M	+$2.81M	1	0.16%	Increased
678	Meridian Wealth Management Lexington, Kentucky	$4.35M	+$2.88M	2	1.76%	Increased
679	Laird Norton Wetherby Wealth Management San Francisco, California	$4.35M	+$582K	3	0.48%	Increased
680	PWS Peloton Wealth Strategists Indianapolis, Indiana	$4.35M	-$212K	1	2.91%	Reduced
681	Sumitomo Life Insurance Tokyo, Japan	$4.34M	+$181K	1	0.51%	Increased
682	PWAG Polaris Wealth Advisory Group San Rafael, California	$4.3M	+$27.5K	2	0.33%	Increased
683	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$4.29M	-$903K	1	1.52%	Reduced
684	NIA Northstar Investment Advisors Denver, Colorado	$4.29M	+$4.1M	1	0.79%	New
685	Fiera Capital (Canada) Montreal, Quebec, Canada	$4.27M	+$922K	2	0.02%	Increased
686	HVIA Hudson Valley Investment Advisors Goshen, New York	$4.21M	+$115K	1	0.98%	Increased
687	Boothbay Fund Management New York	$4.13M	+$541K	1	0.38%	Increased
688	AF Ally Financial Detroit, Michigan	$4.1M	+$2.35M	1	0.7%	Increased
689	VCM Virtue Capital Management Brentwood, Tennessee	$4.08M	+$3.94M	3	1.48%	New
690	RE RBC Europe London, United Kingdom	$4.04M	+$1.34M	2	0.4%	Increased
691	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$4.02M	+$390K	2	0.34%	Increased
692	PAA Peregrine Asset Advisers Portland, Oregon	$3.98M	-$2.39M	1	2.07%	Reduced
693	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.95M	+$377K	2	0.48%	Increased
694	FA FDx Advisors Chicago, Illinois	$3.95M	+$545K	2	0.15%	Increased
695	MCM Murphy Capital Management Bedminster, New Jersey	$3.93M	+$812K	1	0.59%	Increased
696	AAM Autus Asset Management Scottsdale, Arizona	$3.93M	+$1.06M	1	0.62%	Increased
697	Curi RMB Capital Chicago, Illinois	$3.89M	-$1.12M	2	0.1%	Reduced
698	Laurion Capital Management New York	$3.85M	-$2.21M	3	0.04%	Reduced
699	Voleon Capital Management Berkeley, California	$3.84M	+$3.68M	1	0.22%	New
700	Veritable Wilmington, Delaware	$3.84M	-$45.2K	3	0.08%	Reduced