← 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
1051	WFG Wormser Freres Gestion Paris, France	$8.35M	+$7.78M	1	4.71%	Increased
1052	BG BDF Gestion Paris, France	$8.34M	-$7.89M	3	1.12%	Reduced
1053	RSS Rosenblum Silverman Sutton San Francisco, California	$8.33M	-$655K	2	2%	Reduced
1054	MLIC Mandatum Life Insurance Company Helsinki, Finland	$8.31M	+$2.82M	2	1.54%	Increased
1055	EP Edgestream Partners Princeton, New Jersey	$8.3M	-$240K	4	0.25%	Reduced
1056	Seven Grand Managers Bronxville, New York	$8.28M	$0	1	0.33%	Maintained
1057	TCM Twin Capital Management Mcmurray, Pennsylvania	$8.27M	+$715K	3	0.9%	Increased
1058	Ritholtz Wealth Management New York	$8.27M	-$950K	3	0.12%	Reduced
1059	KA Kintegral Advisory New York	$8.25M	$0	2	0.67%	Maintained
1060	MA McBroom & Associates Las Vegas, Nevada	$8.24M	-$153K	1	4.14%	Reduced
1061	CCM Compass Capital Management Minneapolis, Minnesota	$8.23M	-$319K	1	0.5%	Reduced
1062	Atlantic Union Bankshares Glen Allen, Virginia	$8.19M	-$1.9M	4	0.14%	Reduced
1063	AI AXS Investments Port Chester, New York	$8.19M	+$293K	3	2.32%	Increased
1064	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$8.17M	$0	1	1.55%	Maintained
1065	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$8.17M	+$281K	2	1.73%	Increased
1066	BWM Bosman Wealth Management Redlands, California	$8.16M	-$756K	1	5.06%	Reduced
1067	KAM Knightsbridge Asset Management Newport Beach, California	$8.15M	-$721K	3	1.07%	Reduced
1068	Great Valley Advisor Group Wilmington, Delaware	$8.14M	-$2.76M	3	0.13%	Reduced
1069	HNW High Note Wealth Deephaven, Minnesota	$8.12M	-$4.63K	4	1.38%	Reduced
1070	Verition Fund Management Greenwich, Connecticut	$8.12M	-$33.7M	3	0.04%	Reduced
1071	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$8.12M	+$3.25M	3	0.04%	Increased
1072	CCM Cohen Capital Management Corte Madera, California	$8.11M	-$278K	3	1.1%	Reduced
1073	Veritas Asset Management London, United Kingdom	$8.11M	-$387M	1	0.15%	Reduced
1074	SCA Sage Capital Advisors Sioux Falls, South Dakota	$8.09M	+$3.83M	2	1.68%	Increased
1075	Ballentine Partners Waltham, Massachusetts	$8.08M	+$211K	3	0.1%	Increased