← 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
851	HA Heartland Advisors Milwaukee, Wisconsin	$9.52M	-$14.8K	1	0.57%	Reduced
852	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$9.5M	+$519K	1	1.59%	Increased
853	MFAM Motley Fool Asset Management Alexandria, Virginia	$9.47M	+$297K	2	0.62%	Increased
854	LC Lakehouse Capital Sydney NSW, Australia	$9.46M	$0	1	5.35%	Maintained
855	SPIO Seven Post Investment Office San Francisco, California	$9.39M	+$8.79M	1	2.92%	New
856	MassMutual Private Wealth & Trust Windsor, Connecticut	$9.39M	+$2.2M	3	0.39%	Increased
857	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$9.38M	-$273K	1	0.17%	Reduced
858	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$9.38M	+$554K	1	1.5%	Increased
859	SAM SP Asset Management Cupertino, California	$9.37M	$0	3	0.98%	Maintained
860	PAM Private Asset Management San Diego, California	$9.34M	+$873K	2	1.27%	Increased
861	BCAM Boston Common Asset Management Boston, Massachusetts	$9.33M	+$107K	1	0.4%	Increased
862	PL Parkwood LLC Cleveland, Ohio	$9.32M	+$680K	2	1.13%	Increased
863	FG Fiduciary Group Savannah, Georgia	$9.26M	+$131K	1	1.05%	Increased
864	Aptus Capital Advisors Fairhope, Alabama	$9.25M	+$6.51M	1	0.24%	Increased
865	PC Permanens Capital New York	$9.24M	-$23.6K	1	1.68%	Reduced
866	SGI Summit Global Investments Bountiful, Utah	$9.23M	-$339K	2	0.69%	Reduced
867	AFM Anson Funds Management Dallas, Texas	$9.22M	+$9.05M	2	0.87%	New
868	TCOV Trust Company of Vermont Brattleboro, Vermont	$9.21M	+$201K	1	0.65%	Increased
869	Laird Norton Wetherby Wealth Management San Francisco, California	$9.2M	+$418K	4	0.57%	Increased
870	KA Kovack Advisors Ft. Lauderdale, Florida	$9.18M	-$186K	3	1%	Reduced
871	AP Advisor Partners Walnut Creek, California	$9.18M	-$22.8K	2	0.62%	Reduced
872	Prime Capital Investment Advisors Overland Park, Kansas	$9.17M	+$4.84M	1	0.57%	Increased
873	AW ACG Wealth Atlanta, Georgia	$9.16M	-$42.4K	2	1.2%	Reduced
874	Brandywine Global Investment Management Philadelphia, Pennsylvania	$9.12M	-$614K	1	0.07%	Reduced
875	SFI Siemens Fonds Invest Munich, Germany	$9.11M	+$3.22M	2	0.61%	Increased