← 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
1251	AFG Albion Financial Group Salt Lake City, Utah	$5.58M	+$654K	3	0.32%	Increased
1252	AOWM Asset One Wealth Management Bellevue, Washington	$5.58M	+$1.24M	3	0.59%	Increased
1253	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$5.56M	$0	2	1.25%	Maintained
1254	PFMU Privium Fund Management (UK) London, United Kingdom	$5.55M	+$5.5M	1	2.31%	New
1255	National Philanthropic Trust Jenkintown, Pennsylvania	$5.54M	-$10.2K	3	0.08%	Reduced
1256	WesBanco Bank Wheeling, West Virginia	$5.54M	-$1.63M	2	0.14%	Reduced
1257	TC Tejara Capital London, United Kingdom	$5.52M	+$2.07M	2	2.27%	Increased
1258	CAIM Catherine Avery Investment Management Longboat Key, Florida	$5.51M	+$6.09M	3	2.41%	Increased
1259	OAM Occidental Asset Management Burlingame, California	$5.51M	+$431K	2	0.55%	Increased
1260	RWM Revisor Wealth Management Akron, Ohio	$5.51M	+$365K	3	1.32%	Increased
1261	TVPW Third View Private Wealth Westport, Connecticut	$5.5M	+$60K	2	0.68%	Increased
1262	EPW Evolve Private Wealth Los Angeles, California	$5.49M	-$1.84M	4	0.34%	Reduced
1263	LI Leeward Investments Boston, Massachusetts	$5.48M	-$377K	1	0.25%	Reduced
1264	PT Plimoth Trust Plymouth, Massachusetts	$5.48M	+$747K	2	1.09%	Increased
1265	QFA Quattro Financial Advisors The Woodlands, Texas	$5.46M	+$403K	2	1.17%	Increased
1266	HTIM Harbour Trust & Investment Management Michigan City, Indiana	$5.46M	+$3.55M	1	0.53%	Increased
1267	Meiji Yasuda Life Insurance Tokyo, Japan	$5.45M	-$486K	3	0.18%	Reduced
1268	PCP Polunin Capital Partners London, United Kingdom	$5.44M	+$6.44M	1	1.34%	New
1269	ACM Aster Capital Management Dubai, United Arab Emirates	$5.44M	+$5.89M	3	1.16%	Increased
1270	HAS HBW Advisory Services Simi Valley, California	$5.44M	+$561K	3	0.49%	Increased
1271	IA Icon Advisers Greenwood Village, Colorado	$5.44M	+$1.98M	2	1.02%	Increased
1272	Element Capital Management New York	$5.43M	+$2.15M	1	0.17%	Increased
1273	CMT Capital Markets Trading Frankfurt, Germany	$5.42M	-$3.08M	2	0.05%	Reduced
1274	Wilmington Savings Fund Society Wilmington, Delaware	$5.42M	-$440K	4	0.12%	Reduced
1275	Readystate Asset Management Chicago, Illinois	$5.4M	+$5.39M	1	0.18%	New