← 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
776	Meridian Wealth Management Lexington, Kentucky	$16.5M	-$5.08M	4	0.51%	Reduced
777	TAM Titleist Asset Management San Antonio, Texas	$16.5M	+$4.46M	3	1.11%	Increased
778	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$16.5M	-$1.06M	1	2.48%	Reduced
779	Citizens Financial Group Providence, Rhode Island	$16.4M	-$445K	3	0.2%	Reduced
780	Sigma Planning Corp Ann Arbor, Michigan	$16.4M	-$224K	5	0.41%	Reduced
781	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$16.4M	-$414K	4	0.42%	Reduced
782	Level Four Advisory Services Dallas, Texas	$16.2M	+$54K	3	0.46%	Increased
783	Atomi Financial Group New York	$16.2M	+$3.62M	3	0.42%	Increased
784	Choreo LLC Rockford, Illinois	$16.2M	-$321K	4	0.18%	Reduced
785	WhitTier Trust Company Reno, Nevada	$16.2M	-$1.5M	3	0.3%	Reduced
786	Farmers & Merchants Investments Inc Lincoln, Nebraska	$16.2M	+$3.44M	5	0.39%	Increased
787	HI Hoey Investments Coatesville, Pennsylvania	$16.2M	-$3.94M	2	2.09%	Reduced
788	CA CapWealth Advisors Franklin, Tennessee	$16.1M	-$418K	1	1.11%	Reduced
789	First Citizens Bank & Trust Raleigh, North Carolina	$16.1M	+$2.18M	4	0.24%	Increased
790	Sapient Capital Indianapolis, Indiana	$16.1M	+$4.3M	3	0.21%	Increased
791	UAS United Asset Strategies Garden City, New York	$16.1M	+$1.89M	3	1.14%	Increased
792	Evergreen Capital Management Bellevue, Washington	$16M	-$1.53M	3	0.28%	Reduced
793	AGA Altrinsic Global Advisors Stamford, Connecticut	$15.9M	-$1.72M	2	0.58%	Reduced
794	OneDigital Investment Advisors Overland Park, Kansas	$15.9M	+$1.16M	4	0.13%	Increased
795	AIM Avity Investment Management Greenwich, Connecticut	$15.8M	-$1.58M	1	1.01%	Reduced
796	MCM Maytus Capital Management New York	$15.7M	+$9.52M	1	2.46%	Increased
797	ROP Rule One Partners Moreland, Georgia	$15.6M	+$2.11M	1	2.25%	Increased
798	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$15.5M	+$253K	1	1.03%	Increased
799	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$15.4M	+$3.29M	3	3.3%	Increased
800	BCM Bienville Capital Management New York	$15.4M	+$17.5M	2	2.06%	Increased