← 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
801	Saba Capital Management New York	$10.9M	+$2.76M	1	0.27%	Increased
802	ACM Alight Capital Management New York	$10.8M	-$6.11M	1	3.59%	Reduced
803	Armistice Capital New York	$10.8M	+$10.2M	1	0.18%	New
804	AC Alexandria Capital Arlington, Virginia	$10.8M	+$109K	1	1%	Increased
805	Bailard Foster City, California	$10.8M	+$249K	2	0.37%	Increased
806	Avantax Advisory Services Dallas, Texas	$10.7M	+$1.69M	3	0.18%	Increased
807	CAM Cozad Asset Management Champaign, Illinois	$10.7M	+$970K	2	1.67%	Increased
808	Boothbay Fund Management New York	$10.7M	+$748K	4	0.3%	Increased
809	ECM Everence Capital Management Goshen, Indiana	$10.6M	$0	2	0.87%	Maintained
810	XWM Xcel Wealth Management Holly Hill, Florida	$10.6M	-$121K	1	3.07%	Reduced
811	YWP YorkBridge Wealth Partners New York	$10.6M	+$42.7K	2	2.66%	Increased
812	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$10.5M	+$942K	1	1.49%	Increased
813	SV Sapphire Ventures Austin, Texas	$10.5M	$0	1	0.82%	Maintained
814	SIG Sargent Investment Group Bethesda, Maryland	$10.5M	+$1.41M	2	2.55%	Increased
815	Credit Agricole Montrouge Cedex, France	$10.4M	+$5.77M	3	0.2%	Increased
816	Cookson Peirce & Co Pittsburgh, Pennsylvania	$10.4M	+$10.1M	2	0.63%	New
817	HIA Harbor Investment Advisory Lutherville, Maryland	$10.4M	-$43.8K	4	1.41%	Reduced
818	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$10.3M	-$1.33M	2	0.63%	Reduced
819	Kornitzer Capital Management Shawnee Mission, Kansas	$10.3M	-$88.3K	2	0.16%	Reduced
820	PWAG Polaris Wealth Advisory Group San Rafael, California	$10.3M	+$8.35M	1	0.62%	Increased
821	Vestmark Advisory Solutions Wakefield, Massachusetts	$10.3M	+$591K	3	0.7%	Increased
822	IndexIQ Advisors New York	$10.2M	+$446K	2	0.34%	Increased
823	GWSG GPS Wealth Strategies Group Centennial, Colorado	$10.1M	+$383K	4	2.51%	Increased
824	MAI Capital Management Independence, Ohio	$10.1M	+$1.32M	3	0.19%	Increased
825	TCM Tygh Capital Management Portland, Oregon	$10.1M	+$143K	1	1.36%	Increased