← 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
1126	SG Sienna Gestion Paris, France	$7.2M	-$8.38M	3	0.42%	Reduced
1127	GFG Greystone Financial Group Bloomfield Hills, Michigan	$7.19M	+$2.4M	1	2.01%	Increased
1128	Y.D. More Investments Ramat Gan, Israel	$7.11M	+$5.2M	4	0.22%	Increased
1129	LCM Landscape Capital Management Englewood, New Jersey	$7.11M	-$1.64M	4	0.46%	Reduced
1130	NW N10 Wealth Greenwich, Connecticut	$7.11M	+$8.31M	1	2.52%	New
1131	AlphaCore Capital La Jolla, California	$7.08M	+$2.06M	4	0.13%	Increased
1132	BCAM Boston Common Asset Management Boston, Massachusetts	$7.04M	-$5.1M	1	0.42%	Reduced
1133	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$7.02M	-$6.67M	3	0.72%	Reduced
1134	NA N10 Assets Greenwich, Connecticut	$7.01M	+$8.2M	1	3.03%	New
1135	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$7.01M	+$1.4M	3	0.45%	Increased
1136	YIA YHB Investment Advisors West Hartford, Connecticut	$7.01M	-$196K	2	0.45%	Reduced
1137	VWM Venturi Wealth Management Austin, Texas	$7.01M	+$1.08M	3	0.27%	Increased
1138	H&H International Investment Palo Alto, California	$7M	$0	1	0.04%	Maintained
1139	EWA Evolution Wealth Advisors Aventura, Florida	$6.98M	+$21.1K	3	0.82%	Increased
1140	WIM WealthPlan Investment Management Omaha, Nebraska	$6.96M	+$513K	2	0.35%	Increased
1141	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$6.96M	+$2.06M	2	2.79%	Increased
1142	Financial Engines Advisors Santa Clara, California	$6.96M	+$833K	3	0.01%	Increased
1143	AP Appleton Partners Boston, Massachusetts	$6.94M	+$271K	2	0.43%	Increased
1144	PIA Perennial Investment Advisors Los Angeles, California	$6.92M	+$1.35M	3	0.46%	Increased
1145	PCM Poehling Capital Management Madison, Wisconsin	$6.92M	+$1.95M	2	1.48%	Increased
1146	Mather Group Chicago, Illinois	$6.89M	+$1.47M	5	0.06%	Increased
1147	SGI Summit Global Investments Bountiful, Utah	$6.89M	+$1.93M	3	0.38%	Increased
1148	TSS Two Sigma Securities New York	$6.89M	+$3.97M	6	0.59%	Increased
1149	KA KLCM Advisors Milwaukee, Wisconsin	$6.87M	+$4.99M	3	0.54%	Increased
1150	RAM Riggs Asset Management Dallas, Pennsylvania	$6.84M	-$545K	1	1.22%	Reduced