← 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	Ostrum Asset Management Paris, France	$7.56M	-$1.22M	2	4.87%	Reduced
752	SAM SP Asset Management Cupertino, California	$7.55M	-$1.46M	2	1.16%	Reduced
753	Summit Global Investments Bountiful, Utah	$7.53M	+$383K	2	0.78%	Increased
754	Laird Norton Wetherby Wealth Management San Francisco, California	$7.51M	+$165K	3	0.67%	Increased
755	Vestcor Inc Fredericton, New Brunswick, Canada	$7.49M	-$146K	2	0.35%	Reduced
756	Bradley Foster & Sargent Hartford, Connecticut	$7.48M	+$6.52M	1	0.22%	New
757	George Kaiser Family Foundation Tulsa, Oklahoma	$7.48M	+$6.89M	1	2.57%	New
758	First Hawaiian Bank Honolulu, Hawaii	$7.45M	-$1.86K	3	0.38%	Reduced
759	Everence Capital Management Goshen, Indiana	$7.44M	+$48.1K	2	0.82%	Increased
760	Belpointe Asset Management Reno, Nevada	$7.44M	-$315K	2	0.83%	Reduced
761	Pendal Group Sydney, Australia	$7.39M	+$1.13M	2	0.09%	Increased
762	YWP YorkBridge Wealth Partners New York	$7.36M	+$637K	2	3.09%	Increased
763	RCP Rothschild Capital Partners New York	$7.35M	$0	1	2.91%	Maintained
764	Tower Research Capital (TRC) New York	$7.31M	+$3.25M	5	0.08%	Increased
765	D.J. St. Germain Springfield, Massachusetts	$7.29M	-$70.7K	1	0.59%	Reduced
766	Wedbush Securities Los Angeles, California	$7.28M	+$1.2M	3	0.7%	Increased
767	BC Breakline Capital New York	$7.22M	+$2.41M	2	7.63%	Increased
768	World Asset Management Detroit, Michigan	$7.21M	+$288K	3	0.75%	Increased
769	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$7.2M	-$171K	1	6.23%	Reduced
770	Ameritas Investment Partners Lincoln, Nebraska	$7.18M	+$1.88M	3	0.33%	Increased
771	Ziegler Capital Management Chicago, Illinois	$7.09M	-$15.2M	1	0.27%	Reduced
772	TCF National Bank Sioux Falls, South Dakota	$7.06M	+$1.26M	1	0.84%	Increased
773	3CP 3G Capital Partners New York	$7.03M	+$1.79M	1	6.73%	Increased
774	Trust Company of Vermont Brattleboro, Vermont	$7M	+$91.7K	2	0.64%	Increased
775	HRT Financial New York	$6.96M	+$5.79M	1	0.2%	Increased