← 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
826	IPAM ICICI Prudential Asset Management Mumbai, India	$14.4M	-$2.89M	3	1.57%	Reduced
827	CX Institutional Auburn, Indiana	$14.3M	+$702K	5	0.41%	Increased
828	JC Jacobs & Co San Francisco, California	$14.3M	+$241K	3	1.23%	Increased
829	Bessemer Group Woodbridge, New Jersey	$14.3M	-$108M	6	0.02%	Reduced
830	AWM Affinity Wealth Management Wilmington, Delaware	$14.2M	+$205K	1	1.83%	Increased
831	Brighton Jones LLC Seattle, Washington	$14.2M	-$5.58M	3	0.26%	Reduced
832	Twin Tree Management Dallas, Texas	$14.1M	+$3.56M	3	0.27%	Increased
833	Kingswood Wealth Advisors San Diego, California	$14.1M	+$1.33M	3	0.57%	Increased
834	SteelPeak Wealth Woodland Hills, California	$14.1M	-$14.8M	3	0.36%	Reduced
835	HEM Henson-Edgewater Management Avon, Ohio	$14M	+$738K	1	7.31%	Increased
836	MAS Meeder Advisory Services Dublin, Ohio	$14M	-$455K	4	0.51%	Reduced
837	Pine Valley Investments Marlton, New Jersey	$14M	+$3.67M	3	0.55%	Increased
838	EFG Everest Financial Group Minneapolis, Minnesota	$14M	-$2.19M	3	1.89%	Reduced
839	Wolverine Asset Management Chicago, Illinois	$13.9M	+$980K	4	0.12%	Increased
840	NI Nepsis Inc Minneapolis, Minnesota	$13.9M	+$13.9M	1	4.73%	New
841	DF Dent & Co Baltimore, Maryland	$13.9M	-$20.8M	1	0.26%	Reduced
842	Moran Wealth Management Naples, Florida	$13.7M	+$2.43M	4	0.37%	Increased
843	Prana Capital Management Greenwich, Connecticut	$13.7M	+$15.3M	2	0.42%	New
844	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$13.7M	-$527K	2	2.81%	Reduced
845	Martingale Asset Management Boston, Massachusetts	$13.6M	-$4.91M	3	0.32%	Reduced
846	SignatureFD Atlanta, Georgia	$13.6M	-$930K	6	0.18%	Reduced
847	Old National Bancorp Evansville, Indiana	$13.5M	-$1.98M	3	0.27%	Reduced
848	Tower Research Capital (TRC) New York	$13.5M	-$8.22M	10	0.33%	Reduced
849	UAG United Advisor Group Cincinnati, Ohio	$13.5M	+$728K	3	1.43%	Increased
850	Caisse Des Depots Et Consignations Paris, France	$13.5M	+$1.57M	2	0.23%	Increased