← 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	M MOTCO San Antonio, Texas	$6.99M	+$6.27M	2	0.6%	Increased
677	CAM Cozad Asset Management Champaign, Illinois	$6.94M	-$109K	1	1.41%	Reduced
678	OAM Ostrum Asset Management Paris, France	$6.93M	+$1.23M	2	4.12%	Increased
679	VFA Voya Financial Advisors Windsor, Connecticut	$6.93M	+$712K	3	0.36%	Increased
680	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$6.82M	-$9.46M	2	0.35%	Reduced
681	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$6.82M	+$636K	1	0.41%	Increased
682	F.L. Putnam Investment Management Lynnfield, Massachusetts	$6.81M	+$3.25M	1	0.41%	Increased
683	Bridgeway Capital Management Houston, Texas	$6.79M	-$32.8K	2	0.14%	Reduced
684	SC Sepio Capital Salt Lake City, Utah	$6.79M	+$2.66M	1	0.8%	Increased
685	BIA Biondo Investment Advisors Milford, Pennsylvania	$6.75M	+$789K	2	1.7%	Increased
686	Perigon Wealth Management San Francisco, California	$6.75M	-$276K	2	1.07%	Reduced
687	Raymond James Trust St. Petersburg, Florida	$6.74M	+$528K	2	0.33%	Increased
688	SAM SP Asset Management Cupertino, California	$6.68M	+$6.01M	1	1.4%	New
689	DAM Deltec Asset Management New York	$6.62M	+$59K	1	1.39%	Increased
690	DWM Doyle Wealth Management St. Petersburg, Florida	$6.62M	+$5.95M	1	0.87%	New
691	Cetera Advisor Networks El Segundo, California	$6.62M	+$1.34M	3	0.18%	Increased
692	First Allied Advisory Services San Diego, California	$6.6M	+$485K	2	0.24%	Increased
693	KWMG King Wealth Management Group Naples, Florida	$6.57M	-$1.05M	1	1.93%	Reduced
694	TLCM Tiger Legatus Capital Management New York	$6.56M	-$1.68M	1	3.04%	Reduced
695	CFG Cambridge Financial Group Columbus, Ohio	$6.54M	-$75K	1	3.69%	Reduced
696	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$6.5M	+$6.01M	1	3.51%	New
697	PL Parkwood LLC Cleveland, Ohio	$6.49M	-$4.79M	1	1.16%	Reduced
698	CCP Corient Capital Partners Newport Beach, California	$6.48M	+$956K	2	0.79%	Increased
699	Wealthfront Advisers Palo Alto, California	$6.48M	+$1.42M	2	0.05%	Increased
700	KIA KCM Investment Advisors Greenbrae, California	$6.47M	+$22.9K	1	0.36%	Increased