← 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	OAM Optimal Asset Management Los Altos, California	$5.11M	+$3.24M	1	0.48%	Increased
677	CFG Cambridge Financial Group Columbus, Ohio	$5.09M	+$98.6K	1	3.43%	Increased
678	Edmond de Rothschild Holding Chambesy, Switzerland	$5.08M	+$1.06M	2	0.27%	Increased
679	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.08M	+$78.7K	2	0.48%	Increased
680	PP Paloma Partners Greenwich, Connecticut	$5.07M	+$2.83M	3	0.28%	Increased
681	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$5.05M	+$461K	2	1.3%	Increased
682	DAM Deltec Asset Management New York	$5.04M	-$1.03M	1	1.39%	Reduced
683	AE Wealth Management Topeka, Kansas	$5.03M	+$2.56M	2	0.12%	Increased
684	FPCP Fort Point Capital Partners San Francisco, California	$5.01M	-$1.37M	1	2.15%	Reduced
685	SCM Sandler Capital Management New York	$5M	+$5.95M	1	0.69%	New
686	Phoenix Financial Givatayim, Israel	$4.97M	+$5.88M	2	0.25%	New
687	KIA KCM Investment Advisors Greenbrae, California	$4.95M	-$422K	1	0.33%	Reduced
688	Perpetual Ltd Sydney, New South Wales, Australia	$4.92M	+$5.86M	1	0.7%	New
689	Bank Julius Baer & Co Zurich, Switzerland	$4.88M	+$5.33M	1	0.11%	New
690	VFA Voya Financial Advisors Windsor, Connecticut	$4.88M	+$455K	3	0.27%	Increased
691	CCG Cypress Capital Group Palm Beach, Florida	$4.86M	-$968K	1	1.12%	Reduced
692	Tudor Investment Corp Stamford, Connecticut	$4.86M	-$2.28M	2	0.44%	Reduced
693	OWP Old Well Partners Charlotte, North Carolina	$4.84M	$0	1	4.9%	Maintained
694	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$4.79M	+$5.71M	1	10.71%	New
695	Miracle Mile Advisors Los Angeles, California	$4.75M	-$3.25M	2	0.51%	Reduced
696	DA Denali Advisors San Diego, California	$4.74M	+$1.19M	1	1.03%	Increased
697	Twin Tree Management Dallas, Texas	$4.72M	+$5.15M	2	0.02%	New
698	AAM Autus Asset Management Scottsdale, Arizona	$4.72M	+$703K	1	0.83%	Increased
699	TEC Tiger Eye Capital Nashville, Tennessee	$4.71M	+$805K	1	1.58%	Increased
700	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$4.7M	+$547K	1	0.35%	Increased