← 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
726	MCP Meridiem Capital Partners Dallas, Texas	$18.4M	-$16.2M	1	0.82%	Reduced
727	KA Kovack Advisors Ft. Lauderdale, Florida	$18.3M	+$1.71M	4	0.88%	Increased
728	Oribel Capital Management New York	$18.3M	+$18.2M	1	0.55%	New
729	BWM Bulltick Wealth Management Miami, Florida	$18.2M	+$6.35M	3	3.71%	Increased
730	Freestone Capital Holdings Seattle, Washington	$18.2M	+$3.69M	3	0.47%	Increased
731	Ninety One (UK) London, United Kingdom	$18.1M	+$21.6M	1	0.04%	New
732	SCA Stonebridge Capital Advisors St Paul, Minnesota	$18M	+$411K	3	1.15%	Increased
733	MassMutual Private Wealth & Trust Windsor, Connecticut	$17.9M	+$2.5M	6	0.46%	Increased
734	OIC Orion Investment Company St. Louis, Missouri	$17.9M	+$71.9K	2	5.22%	Increased
735	MC Moors & Cabot Boston, Massachusetts	$17.8M	-$6.58M	3	0.69%	Reduced
736	OPCM Osborne Partners Capital Management San Francisco, California	$17.8M	-$2.87M	2	0.99%	Reduced
737	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$17.8M	+$4.69M	3	1.34%	Increased
738	CCP Clifford Capital Partners Alpine, Utah	$17.7M	+$19.9M	1	2.44%	New
739	Weiss Asset Management Boston, Massachusetts	$17.6M	+$9.2M	4	0.18%	Increased
740	DGM Delta Global Management New York	$17.6M	+$12.9M	2	1.91%	Increased
741	AP Archon Partners Princeton Junction, New Jersey	$17.6M	$0	2	1.88%	Maintained
742	Baker Avenue Asset Management San Francisco, California	$17.5M	-$948K	4	0.33%	Reduced
743	JWCA J.W. Cole Advisors Tampa, Florida	$17.5M	+$1.96M	4	0.3%	Increased
744	Bleakley Financial Group Fairfield, New Jersey	$17.4M	-$2.54M	5	0.22%	Reduced
745	WTB Washington Trust Bank Spokane, Washington	$17.4M	-$2.92M	2	1.22%	Reduced
746	CWA Asset Management Group Naples, Florida	$17.4M	-$918K	3	0.53%	Reduced
747	Aquatic Capital Management Chicago, Illinois	$17.4M	-$32.7M	2	0.6%	Reduced
748	FA Fagan Associates Troy, New York	$17.3M	+$701K	2	2.13%	Increased
749	AGAM Avalon Global Asset Management San Francisco, California	$17.3M	+$3.96M	1	1.89%	Increased
750	WC Whitney & Co Rochester, New York	$17.3M	+$1.01M	3	1.27%	Increased