← 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	VIP Vantage Investment Partners Kansas City, Missouri	$11.1M	$0	1	0.65%	Maintained
677	CTA Chesley Taft & Associates Chicago, Illinois	$11.1M	-$181K	1	0.71%	Reduced
678	Primecap Management Pasadena, California	$11.1M	$0	1	0.01%	Maintained
679	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$11.1M	$0	1	2.59%	Maintained
680	Congress Asset Management Boston, Massachusetts	$11.1M	+$163K	1	0.1%	Increased
681	SRC Shufro Rose & Co New York	$11.1M	+$693K	1	0.93%	Increased
682	BUB BBVA USA Bancshares Houston, Texas	$10.9M	-$1.02M	2	0.56%	Reduced
683	CI Cigna Investments Bloomfield, Connecticut	$10.9M	+$1.02M	2	0.84%	Increased
684	Laird Norton Wetherby Wealth Management San Francisco, California	$10.8M	+$3.96M	3	0.73%	Increased
685	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$10.7M	+$1.29M	2	0.41%	Increased
686	WhitTier Trust Company Reno, Nevada	$10.7M	+$94.2K	2	0.54%	Increased
687	VFA Voya Financial Advisors Windsor, Connecticut	$10.7M	+$881K	3	0.46%	Increased
688	P Pitcairn Conshohocken, Pennsylvania	$10.7M	-$2.52M	3	0.82%	Reduced
689	GFA Gifford Fong Associates Lafayette, California	$10.6M	+$7.93M	1	2.46%	Increased
690	Stratos Wealth Partners Beachwood, Ohio	$10.6M	+$869K	3	0.31%	Increased
691	VF Virtu Financial New York	$10.5M	+$10.5M	3	1.14%	Increased
692	1C 1623 Capital Alexandria, Virginia	$10.5M	+$1.04M	1	4.97%	Increased
693	Covington Capital Management Los Angeles, California	$10.4M	+$3.17M	3	0.47%	Increased
694	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$10.4M	+$2.38M	2	1.11%	Increased
695	Cetera Advisor Networks El Segundo, California	$10.4M	+$1.13M	3	0.24%	Increased
696	Caption Management Oklahoma City, Oklahoma	$10.3M	-$10.8M	1	0.24%	Reduced
697	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$10.3M	+$687K	1	0.62%	Increased
698	AGP Akaris Global Partners New York	$10.3M	+$1.29M	1	8.07%	Increased
699	SGI Summit Global Investments Bountiful, Utah	$10.3M	+$2.62M	2	1.03%	Increased
700	Wealthfront Advisers Palo Alto, California	$10.3M	+$899K	2	0.06%	Increased