← 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	MC Moors & Cabot Boston, Massachusetts	$36.3M	-$622K	4	1.55%	Reduced
677	Diversify Advisory Services Sandy, Utah	$36.2M	+$3.98M	3	1.15%	Increased
678	IEFM IQ EQ Fund Management Dublin 2, Ireland	$36.2M	-$2.03M	2	2.5%	Reduced
679	HB Wealth Management Atlanta, Georgia	$36.1M	+$2.75M	5	0.23%	Increased
680	Jefferies Financial Group New York	$35.9M	+$32.2M	5	0.18%	Increased
681	CA Cornerstone Advisors Asheville, North Carolina	$35.8M	+$19.5M	2	1.19%	Increased
682	Canada Post Corporation Pension Plan Toronto, Canada	$35.7M	+$3.62M	3	1.36%	Increased
683	Covea Finance Paris, France	$35.7M	-$1.72M	1	1.18%	Reduced
684	Greenleaf Trust Kalamazoo, Michigan	$35.6M	-$372K	4	0.33%	Reduced
685	World Investment Advisors Santa Barbara, California	$35.6M	+$4.97M	4	0.58%	Increased
686	PFM Privium Fund Management Amsterdam, Netherlands	$35.5M	$0	1	6.55%	Maintained
687	Callan Family Office Radnor, Pennsylvania	$35.3M	+$11M	5	0.76%	Increased
688	PTC Petrus Trust Company Dallas, Texas	$35.3M	-$4.98M	1	3.57%	Reduced
689	Danica Pension Livsforsikrings Copenhagen V,	$35.2M	+$4.32M	2	0.51%	Increased
690	Global Retirement Partners San Rafael, California	$35.2M	+$6.71M	6	0.62%	Increased
691	BOK Financial Tulsa, Oklahoma	$34.9M	-$414K	4	0.53%	Reduced
692	BAMCO Inc New York	$34.5M	-$4.51M	1	0.09%	Reduced
693	LWM Lyell Wealth Management Menlo Park, California	$34.3M	-$1.76M	3	2.49%	Reduced
694	Pzena Investment Management New York	$34.2M	$0	1	0.1%	Maintained
695	Hantz Financial Services Southfield, Michigan	$34M	+$4.98M	5	0.5%	Increased
696	GIM Generate Investment Management Auckland, New Zealand	$33.8M	+$19.1M	2	1.54%	Increased
697	IWA IBEX Wealth Advisors Bedminster, New Jersey	$33.7M	-$8.51M	1	3.3%	Reduced
698	Vestmark Advisory Solutions Wakefield, Massachusetts	$33.5M	+$7.13M	3	0.45%	Increased
699	Allianz Munich, Germany	$33.5M	+$304K	3	0.43%	Increased
700	TCTC Holdings Dallas, Texas	$33.4M	-$366K	3	1%	Reduced