← 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	Kestra Private Wealth Services Austin, Texas	$12.2M	+$1.21M	3	0.68%	Increased
752	Central Trust Company Jefferson City, Missouri	$12.2M	-$551K	5	0.43%	Reduced
753	MC Moors & Cabot Boston, Massachusetts	$12.2M	+$933K	3	0.77%	Increased
754	1C 1623 Capital Alexandria, Virginia	$12.2M	$0	2	4.75%	Maintained
755	First National Trust Hermitage, Pennsylvania	$12.1M	+$334K	2	0.72%	Increased
756	PAM Pinpoint Asset Management Hong Kong	$12.1M	+$15.3M	1	4.45%	Increased
757	RIL Rothschild Investment LLC Chicago, Illinois	$12.1M	+$50.7K	2	1.02%	Increased
758	CWP CFM Wealth Partners Austin, Texas	$12.1M	+$206K	2	3.03%	Increased
759	Stratos Wealth Partners Beachwood, Ohio	$12M	-$771K	3	0.31%	Reduced
760	IPGDR Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$12M	+$11.2M	1	1.76%	New
761	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$12M	+$4.96M	1	2.09%	Increased
762	IRF IBM Retirement Fund Armonk, New York	$12M	+$355K	4	0.93%	Increased
763	EWM Edge Wealth Management New York	$11.9M	+$807K	3	2.32%	Increased
764	RE RBC Europe London, United Kingdom	$11.9M	-$5.36M	3	0.49%	Reduced
765	Evercore Wealth Management New York	$11.8M	+$270K	3	0.21%	Increased
766	BAM Bell Asset Management Melbourne, Australia	$11.8M	+$641K	1	2.01%	Increased
767	Vestcor Inc Fredericton, New Brunswick, Canada	$11.7M	+$3.77M	3	0.42%	Increased
768	PCM Parsons Capital Management Providence, Rhode Island	$11.7M	+$211K	3	0.91%	Increased
769	WB Webster Bank Waterbury, Connecticut	$11.7M	-$49.4K	3	1.31%	Reduced
770	MCM Maytus Capital Management New York	$11.7M	-$3.05M	1	3.99%	Reduced
771	KIA KCM Investment Advisors Greenbrae, California	$11.6M	+$48K	2	0.46%	Increased
772	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$11.6M	+$754K	1	1.02%	Increased
773	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$11.5M	-$13.6M	2	0.59%	Reduced
774	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$11.5M	-$429K	5	0.12%	Reduced
775	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$11.5M	-$3.33K	2	1.56%	Reduced