← 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
426	TCTC Holdings Dallas, Texas	$264K	+$286K	1	0.02%	New
427	GLI Guardian Life Insurance New York	$248K	+$268K	1	0.02%	New
428	Teacher Retirement System of Texas Austin, Texas	$246K	+$266K	1	0%	New
429	SCM Stevens Capital Management Radnor, Pennsylvania	$245K	+$231K	1	0.01%	New
430	MFW Meristem Family Wealth Minnetonka, Minnesota	$237K	+$256K	1	0.11%	New
431	Ladenburg Thalmann Financial Services Miami, Florida	$235K	+$245K	3	0.01%	New
432	Commonwealth Equity Services Waltham, Massachusetts	$233K	+$221K	1	0%	New
433	Laird Norton Wetherby Wealth Management San Francisco, California	$233K	+$252K	1	0.08%	New
434	YMRC Yorktown Management & Research Company Forest, Virginia	$229K	+$248K	1	0.05%	New
435	HHGA Halbert Hargrove Global Advisors Long Beach, California	$228K	+$246K	1	0.08%	New
436	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$223K	+$237K	1	0.05%	New
437	Cambridge Investment Research Advisors Fairfield, Iowa	$222K	+$240K	1	0.01%	New
438	AFC AFT Forsyth & Company West Palm Beach, Florida	$221K	+$239K	1	0.32%	New
439	LPL Financial San Diego, California	$221K	+$238K	1	0%	New
440	CIM Calvert Investment Management Bethesda, Maryland	$218K	+$236K	1	0.03%	New
441	Crestwood Advisors Group Boston, Massachusetts	$218K	+$236K	1	0.04%	New
442	Gofen & Glossberg Chicago, Illinois	$217K	+$235K	1	0.01%	New
443	WA WFG Advisors Dallas, Texas	$208K	+$223K	2	0.03%	New
444	Atria Investments Charlotte, North Carolina	$205K	+$221K	1	0.03%	New
445	T TradeWorx Red Bank, New Jersey	$205K	+$222K	1	0.09%	New
446	Envestnet Asset Management Chicago, Illinois	$201K	+$213K	3	0%	New
447	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$200K	+$216K	1	0.06%	New
448	FIG Fortress Investment Group New York	$197K	+$213K	1	0%	New
449	GIS Guardian Investor Services New York	$167K	+$181K	1	0.14%	New
450	D.A. Davidson & Co Great Falls, Montana	$158K	+$151K	2	0.01%	New