← 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	CC Codex Capital New York	$14.2M	-$76.2K	2	7.6%	Reduced
702	Chartwell Investment Partners Berywn, Pennsylvania	$14.1M	-$1.27M	2	0.44%	Reduced
703	Acadian Asset Management Boston, Massachusetts	$14.1M	-$15.9M	3	0.05%	Reduced
704	Inspire Investing Meridian, Idaho	$14M	+$12M	1	1.77%	Increased
705	AP Adero Partners Pleasanton, California	$14M	+$14.9M	3	2.53%	Increased
706	Gradient Investments Arden Hills, Minnesota	$14M	-$82.2K	3	0.39%	Reduced
707	Erste Asset Management Vienna, Austria	$14M	-$5.64M	2	0.28%	Reduced
708	APGDR Absoluto Partners Gestao de Recursos Leblon, Rio De Janeiro, Rj, Brazil	$13.8M	+$783K	2	2.7%	Increased
709	SWM Selective Wealth Management Forest, Virginia	$13.8M	+$13.1M	2	7.32%	Increased
710	FSCM First Sabrepoint Capital Management Dallas, Texas	$13.8M	$0	1	3.65%	Maintained
711	TC Tairen Capital Hong Kong	$13.7M	+$12.8M	1	3.44%	New
712	NRS Neville Rodie & Shaw New York	$13.6M	+$51.6K	1	1.06%	Increased
713	BCM Bluefin Capital Management New York	$13.6M	+$7.05M	2	1.35%	Increased
714	CG Cutler Group San Francisco, California	$13.6M	-$11.9M	4	0.61%	Reduced
715	Sigma Planning Corp Ann Arbor, Michigan	$13.6M	+$977K	3	0.41%	Increased
716	Gotham Asset Management New York	$13.5M	-$4.24M	3	0.55%	Reduced
717	Covington Capital Management Los Angeles, California	$13.5M	+$43.5K	4	0.51%	Increased
718	BC BIT Capital Berlin, Germany	$13.5M	+$12.4M	2	0.79%	Increased
719	CTA Chesley Taft & Associates Chicago, Illinois	$13.5M	+$38.1K	1	0.77%	Increased
720	Independent Advisor Alliance Charlotte, North Carolina	$13.5M	-$272K	3	0.75%	Reduced
721	SSB Sandy Spring Bank Olney, Maryland	$13.5M	+$141K	4	0.71%	Increased
722	MSR Main Street Research Lakeville, Connecticut	$13.5M	+$1M	2	1.18%	Increased
723	SCA Stillwater Capital Advisors Devon, Pennsylvania	$13.4M	+$217K	1	2.21%	Increased
724	CWA Asset Management Group Naples, Florida	$13.4M	+$2.28M	2	1.06%	Increased
725	HIC Hartline Investment Corp Winnetka, Illinois	$13.4M	+$3.91M	1	1.86%	Increased