← 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
926	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$11.2M	+$2.79M	3	0.13%	Increased
927	CreativeOne Wealth Overland Park, Kansas	$11.2M	-$507K	4	0.24%	Reduced
928	JCM Jag Capital Management St Louis, Missouri	$11.2M	+$8.46M	2	1.05%	Increased
929	Mubadala Investment Company Abu Dhabi, United Arab Emirates	$11.2M	+$687K	1	0.03%	Increased
930	Dakota Wealth Management Palm Beach Gardens, Florida	$11M	+$8.32M	4	0.21%	Increased
931	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$11M	+$3.54M	4	6.25%	Increased
932	Alphadyne Asset Management New York	$11M	-$8.82M	4	0.11%	Reduced
933	Graham Capital Management Rowayton, Connecticut	$11M	-$18.1M	4	0.2%	Reduced
934	LWM Lyell Wealth Management Menlo Park, California	$11M	-$3.27M	3	0.67%	Reduced
935	IAN Integrated Advisors Network Dallas, Texas	$11M	+$5.54M	3	0.5%	Increased
936	GIM Generali Investments Management Ljubljana, Slovenia	$11M	-$182K	3	2.38%	Reduced
937	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$10.9M	+$220K	2	1.29%	Increased
938	PIM Parker Investment Management Menlo Park, California	$10.9M	+$714K	1	0.83%	Increased
939	SCP Stamos Capital Partners Menlo Park, California	$10.9M	+$2.48M	2	1.67%	Increased
940	SA Sovran Advisors San Diego, California	$10.9M	+$1.95M	3	0.81%	Increased
941	FFG Fortem Financial Group Palm Desert, California	$10.9M	-$402K	1	2.22%	Reduced
942	CBB Citizens Business Bank Ontario, California	$10.8M	-$740K	1	1.63%	Reduced
943	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$10.8M	+$1.95M	4	0.21%	Increased
944	Sowell Financial Services North Little Rock, Arkansas	$10.8M	-$576K	3	0.35%	Reduced
945	HM Payson & Co Portland, Maine	$10.8M	-$6.58M	4	0.14%	Reduced
946	Hillsdale Investment Management Toronto, Ontario, Canada	$10.7M	-$2.47M	4	0.24%	Reduced
947	Washington Trust Westerly, Rhode Island	$10.7M	-$504K	1	0.33%	Reduced
948	Tema ETFs New York	$10.7M	+$1.2M	3	0.34%	Increased
949	Mount Yale Investment Advisors Denver, Colorado	$10.7M	+$2.13M	3	0.2%	Increased
950	Moneta Group Investment Advisors St Louis, Missouri	$10.6M	+$2.12M	3	0.08%	Increased