← 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
376	Evercore Wealth Management New York	$1.66M	+$324K	3	0.08%	Increased
377	Tokio Marine Asset Management Tokyo, Japan	$1.64M	-$407K	1	0.14%	Reduced
378	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.6M	+$1.6M	1	0.77%	New
379	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.59M	+$1.58M	1	1.5%	New
380	Sterling Capital Management Charlotte, North Carolina	$1.55M	-$512K	1	0.01%	Reduced
381	GIM Grassi Investment Management Santa Clara, California	$1.55M	+$635K	1	0.27%	Increased
382	AW ACG Wealth Atlanta, Georgia	$1.5M	+$35K	1	0.41%	Increased
383	MAM Mastrapasqua Asset Management Nashville, Tennessee	$1.46M	+$1.46M	1	0.35%	New
384	Oppenheimer & Co New York	$1.46M	-$1.28M	1	0.04%	Reduced
385	Natixis Advisors Boston, Massachusetts	$1.46M	-$49.2K	1	0.03%	Reduced
386	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.44M	+$787K	1	0.01%	Increased
387	Tudor Investment Corp Stamford, Connecticut	$1.39M	-$697K	3	0.05%	Reduced
388	CL CSS LLC Chicago, Illinois	$1.36M	-$2.89M	1	0.07%	Reduced
389	Jane Street New York	$1.34M	+$1.08M	2	0.01%	Increased
390	IA Icon Advisers Greenwood Village, Colorado	$1.34M	$0	1	0.08%	Maintained
391	Teacher Retirement System of Texas Austin, Texas	$1.33M	+$1.3M	2	0.01%	New
392	Nordea Investment Management Stockholm, Sweden	$1.26M	-$249K	2	0%	Reduced
393	Creative Planning Overland Park, Kansas	$1.25M	+$122K	3	0.01%	Increased
394	UBS O'Connor Chicago, Illinois	$1.24M	-$25.8M	1	0.02%	Reduced
395	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.24M	+$71.2K	1	0.19%	Increased
396	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.24M	+$777K	1	0.01%	Increased
397	BSPF British Steel Pension Fund London, United Kingdom	$1.2M	$0	1	0.12%	Maintained
398	SAM Symphony Asset Management San Francisco, California	$1.2M	+$288K	1	0.15%	Increased
399	FMT First Mercantile Trust Cordova, Tennessee	$1.19M	+$213K	3	0.1%	Increased
400	DAM Deltec Asset Management New York	$1.19M	+$1.18M	1	0.26%	New