← 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
751	WC Westwind Capital Las Cruces, New Mexico	$17.3M	-$135K	2	4.1%	Reduced
752	Laird Norton Wetherby Trust Company Seattle, Washington	$17.3M	-$1.79M	3	0.33%	Reduced
753	SFI Siemens Fonds Invest Munich, Germany	$17.2M	-$289K	3	0.85%	Reduced
754	AC Avestar Capital New York	$17.2M	-$1.08M	4	0.96%	Reduced
755	71 West Capital Partners Boston, Massachusetts	$17.2M	+$640K	3	0.59%	Increased
756	M MOTCO San Antonio, Texas	$17.1M	+$676K	3	1.47%	Increased
757	Hantz Financial Services Southfield, Michigan	$17.1M	+$2.19M	5	0.23%	Increased
758	Capula Management Grand Cayman, Cayman Islands	$17M	+$14M	2	0.06%	Increased
759	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$17M	-$627K	4	0.2%	Reduced
760	BAM BCV Asset Management Winnipeg,	$17M	+$16.8M	1	0.51%	New
761	EverSource Wealth Advisors Birmingham, Alabama	$17M	-$2.47M	6	0.57%	Reduced
762	F.L. Putnam Investment Management Lynnfield, Massachusetts	$17M	+$13.1M	3	0.2%	Increased
763	GGHC Gilder Gagnon Howe & Co New York	$16.9M	-$24.3M	2	0.18%	Reduced
764	Mesirow Financial Investment Management Chicago, Illinois	$16.8M	-$413K	3	0.26%	Reduced
765	Principal Securities Des Moines, Iowa	$16.8M	-$2.01M	5	0.2%	Reduced
766	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$16.8M	-$1.24M	2	1.52%	Reduced
767	BW Gestao de Investimentos Sao Paulo, Brazil	$16.8M	-$9.06M	2	0.33%	Reduced
768	Bailard Foster City, California	$16.7M	-$1.51M	3	0.34%	Reduced
769	R.M. Davis Inc Portland, Maine	$16.7M	+$315K	2	0.26%	Increased
770	KeyBank National Association Cleveland, Ohio	$16.7M	-$257K	4	0.05%	Reduced
771	Capital International Los Angeles, California	$16.7M	-$449K	2	0.54%	Reduced
772	NFSG Newbridge Financial Services Group Boca Raton, Florida	$16.6M	+$2.72M	5	2.06%	Increased
773	South Dakota Investment Council Sioux Falls, South Dakota	$16.6M	+$6.77M	2	0.28%	Increased
774	One Capital Management Westlake Village, California	$16.6M	$0	3	0.46%	Maintained
775	FP FFG Partners Fort Lauderdale, Florida	$16.5M	-$160K	1	4.69%	Reduced