← 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
701	KA Kintegral Advisory New York	$10.2M	$0	2	1.38%	Maintained
702	KWMG King Wealth Management Group Naples, Florida	$10.1M	+$2.36M	1	2.38%	Increased
703	EAMA EFG Asset Management (Americas) Miami, Florida	$10M	+$179K	1	2.05%	Increased
704	SSB Sandy Spring Bank Olney, Maryland	$10M	+$448K	3	0.61%	Increased
705	CCM Crossvault Capital Management San Antonio, Texas	$9.99M	+$1.48M	2	3.72%	Increased
706	Capital International Los Angeles, California	$9.99M	-$2.14M	1	0.58%	Reduced
707	Merriman Wealth Management Seattle, Washington	$9.96M	+$10.9M	1	1.07%	New
708	GAMCO Investors Greenwich, Connecticut	$9.94M	+$33.9K	3	0.09%	Increased
709	BII Bainco International Investors Boston, Massachusetts	$9.89M	+$312K	2	1.13%	Increased
710	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$9.86M	-$209K	1	1.74%	Reduced
711	SCA Snowden Capital Advisors New York	$9.84M	+$4.65M	4	0.65%	Increased
712	JAMH Junson Asset Management (HK) Hong Kong	$9.77M	+$9.66M	2	4.87%	New
713	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$9.69M	+$8.6M	1	1.18%	Increased
714	WB Webster Bank Waterbury, Connecticut	$9.69M	+$477K	2	1.14%	Increased
715	MSR Main Street Research Lakeville, Connecticut	$9.69M	+$8.72M	2	1.04%	Increased
716	Cresset Asset Management Chicago, Illinois	$9.69M	+$3.91M	4	0.16%	Increased
717	EVM Evelyn V. Moreno	$9.69M	-$531K	1	2.41%	Reduced
718	Johnson Investment Counsel Cincinnati, Ohio	$9.68M	-$167K	2	0.16%	Reduced
719	UBPAM Union Bancaire Privee Asset Management New York	$9.65M	-$3.13M	2	4.44%	Reduced
720	Jones Financial Companies Des Peres, Missouri	$9.62M	+$2.72M	2	0.02%	Increased
721	Huntington National Bank Columbus, Ohio	$9.61M	+$366K	3	0.13%	Increased
722	BAM Bell Asset Management Melbourne, Australia	$9.6M	+$450K	1	2.1%	Increased
723	NewEdge Advisors New Orleans, Louisiana	$9.6M	-$2.26M	2	0.31%	Reduced
724	APGDR Absoluto Partners Gestao de Recursos Leblon, Rio De Janeiro, Rj, Brazil	$9.57M	+$10.1M	2	1.05%	New
725	Sumitomo Life Insurance Tokyo, Japan	$9.56M	-$944K	2	0.4%	Reduced