← 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	Destination Wealth Management Walnut Creek, California	$11.5M	-$1.93M	1	0.45%	Reduced
777	EVM Evelyn V. Moreno	$11.5M	-$102K	1	2.71%	Reduced
778	Ethic Inc New York	$11.4M	+$1.86M	2	1.17%	Increased
779	ACMH Andar Capital Management (HK) Hong Kong	$11.4M	-$5.67M	1	9.11%	Reduced
780	CA Cornerstone Advisors Asheville, North Carolina	$11.4M	$0	1	0.66%	Maintained
781	NewEdge Advisors New Orleans, Louisiana	$11.4M	+$845K	3	0.28%	Increased
782	CCP Corient Capital Partners Newport Beach, California	$11.4M	+$2.25M	3	0.83%	Increased
783	AGP Akaris Global Partners New York	$11.4M	-$852K	1	11.27%	Reduced
784	Pathstone Family Office Englewood, New Jersey	$11.3M	+$1.28M	3	0.33%	Increased
785	NIG NFJ Investment Group Dallas, Texas	$11.3M	+$9.28M	2	0.22%	Increased
786	Ameritas Investment Partners Lincoln, Nebraska	$11.2M	+$321K	3	0.41%	Increased
787	Alyeska Investment Group Chicago, Illinois	$11.2M	-$18.4M	1	0.14%	Reduced
788	Bowie Capital Management Richardson, Texas	$11.2M	-$1.82M	1	1.2%	Reduced
789	Capital International Los Angeles, California	$11.2M	-$131K	1	0.61%	Reduced
790	BU BBVA USA Birmingham, Alabama	$11.2M	-$826K	3	0.66%	Reduced
791	DTA Disruptive Technology Advisers Austin, Texas	$11.2M	-$259M	2	17.29%	Reduced
792	Raymond James Trust St. Petersburg, Florida	$11.1M	+$185K	2	0.37%	Increased
793	BOTW Bank of the West Monterey Park, California	$11.1M	+$48K	1	1.16%	Increased
794	CK Cohen Klingenstein New York	$11.1M	+$359K	2	0.49%	Increased
795	CAPTRUST Financial Advisors Raleigh, North Carolina	$11.1M	+$1.84M	5	0.09%	Increased
796	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$11M	+$1.48M	2	1.45%	Increased
797	Alpha Cubed Investments Irvine, California	$11M	+$1M	2	0.83%	Increased
798	SHGA Sand Hill Global Advisors Palo Alto, California	$10.9M	-$194K	2	0.66%	Reduced
799	Shelton Capital Management Denver, Colorado	$10.9M	+$1.67M	4	0.43%	Increased
800	Capstone Investment Advisors New York	$10.9M	-$303K	3	0.02%	Reduced