← 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
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$9.5M -$34.1K 2 1.46% Reduced
727
CapWealth Advisors
CapWealth Advisors
Tennessee
$9.49M +$7.21M 1 1.13% New
728
Engineers Gate Manager
Engineers Gate Manager
New York
$9.46M +$3.64M 3 0.41% Increased
729
Janney Capital Management
Janney Capital Management
Pennsylvania
$9.42M -$224K 1 0.65% Reduced
730
Sentinel Trust
Sentinel Trust
Texas
$9.42M -$268K 1 1.65% Reduced
731
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.39M -$7.17M 1 0.08% Reduced
732
Mirabella Financial Services
Mirabella Financial Services
United Kingdom
$9.38M +$8.76M 3 1.17% New
733
CFM Wealth Partners
CFM Wealth Partners
Texas
$9.37M +$580K 2 2.99% Increased
734
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$9.3M +$399K 3 0.63% Increased
735
PGGM Investments
PGGM Investments
Netherlands
$9.19M +$8.68M 1 0.04% New
736
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$9.18M -$1.55M 3 0.49% Reduced
737
KCM Investment Advisors
KCM Investment Advisors
California
$9.18M +$780K 2 0.44% Increased
738
Means Investment Company
Means Investment Company
Maine
$9.17M +$1.17M 3 2.09% Increased
739
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$9.14M +$210K 2 1.42% Increased
740
Evercore Wealth Management
Evercore Wealth Management
New York
$9.13M +$104K 2 0.2% Increased
741
Parsons Capital Management
Parsons Capital Management
Rhode Island
$9.12M +$5.14K 2 0.79% Increased
742
Perigon Wealth Management
Perigon Wealth Management
California
$9.07M +$1.03M 4 1.05% Increased
743
Calamos Wealth Management
Calamos Wealth Management
Illinois
$9.03M +$7.06M 2 0.82% Increased
744
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$9.02M +$777K 1 0.43% Increased
745
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$8.96M +$864K 3 1.44% Increased
746
Wedbush Securities
Wedbush Securities
California
$8.95M +$1.94M 3 0.78% Increased
747
Alight Capital Management
Alight Capital Management
New York
$8.9M +$5.11M 1 2.01% Increased
748
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$8.88M -$186K 1 0.59% Reduced
749
L & S Advisors
L & S Advisors
California
$8.87M -$1.61M 2 1.03% Reduced
750
CK
Cohen Klingenstein
New York
$8.84M $0 1 0.44% Maintained