← 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	First Horizon Advisors Memphis, Tennessee	$15.6M	+$13.2M	5	0.51%	Increased
677	WorldQuant Millennium Advisors New York	$15.4M	-$48.1M	1	0.34%	Reduced
678	SIM Spark Investment Management New York	$15.4M	-$1.12M	1	8.92%	Reduced
679	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$15.3M	+$1.37M	1	1.14%	Increased
680	SCA Snowden Capital Advisors New York	$15.3M	+$749K	4	0.76%	Increased
681	WhitTier Trust Company Reno, Nevada	$15.3M	+$358K	4	0.63%	Increased
682	Advisors Asset Management Monument, Colorado	$15.3M	-$2.39M	5	0.23%	Reduced
683	CCM Crestwood Capital Management New York	$15.2M	-$811K	1	6.32%	Reduced
684	Wedbush Securities Los Angeles, California	$15.1M	+$533K	4	0.72%	Increased
685	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$15M	+$1.19M	2	1.34%	Increased
686	CIG Consolidated Investment Group Englewood, Colorado	$15M	$0	2	2.34%	Maintained
687	DI Dalton Investments Las Vegas, Nevada	$14.9M	-$715K	1	10.93%	Reduced
688	RegentAtlantic Capital Morristown, New Jersey	$14.9M	+$2.15M	3	0.45%	Increased
689	NG NWK Group San Francisco, California	$14.8M	+$4.71M	2	5.87%	Increased
690	CFM Coronation Fund Managers Cape Town, South Africa	$14.7M	-$703K	1	0.56%	Reduced
691	SCA Sander Capital Advisors Seattle, Washington	$14.7M	+$173K	1	6.45%	Increased
692	Perigon Wealth Management San Francisco, California	$14.6M	+$232K	3	1.27%	Increased
693	Spire Wealth Management Mclean, Virginia	$14.6M	-$312K	4	0.39%	Reduced
694	Fundsmith LLP London, United Kingdom	$14.5M	+$15.2M	1	0.04%	New
695	Orion Portfolio Solutions Omaha, Nebraska	$14.5M	+$953K	2	0.53%	Increased
696	S Surevest Los Angeles, California	$14.4M	+$319K	2	3.65%	Increased
697	AHC Adell Harriman & Carpenter Houston, Texas	$14.4M	-$140K	1	1.5%	Reduced
698	RCM Ratan Capital Management Miami Beach, Florida	$14.4M	-$13.5M	1	1.86%	Reduced
699	Tower Research Capital (TRC) New York	$14.4M	-$20.5M	7	0.37%	Reduced
700	PVH Psagot Value Holdings Tel Aviv, Israel	$14.2M	+$175K	1	2.44%	Increased