← 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	FMT First Mercantile Trust Cordova, Tennessee	$3.09M	-$27.1K	3	0.32%	Reduced
427	Advisors Asset Management Monument, Colorado	$3.05M	+$2.45M	3	0.05%	Increased
428	NRS Neville Rodie & Shaw New York	$3.03M	+$2.77M	1	0.36%	Increased
429	Gabelli Funds Rye, New York	$3.03M	+$3.01M	1	0.02%	New
430	Lazard Asset Management New York	$3.01M	-$255K	3	0.01%	Reduced
431	FSA Financial Sense Advisors San Diego, California	$2.96M	+$847K	1	1.39%	Increased
432	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.9M	+$246K	1	0.12%	Increased
433	OI Oakbrook Investments Lisle, Illinois	$2.83M	-$169K	1	0.18%	Reduced
434	FAT First American Trust Santa Ana, California	$2.83M	+$84.7K	1	1.04%	Increased
435	BA BKS Advisors Southfield, Michigan	$2.82M	$0	1	1.45%	Maintained
436	Candriam SCA Strassen, Luxembourg, Luxembourg	$2.81M	+$919K	1	0.08%	Increased
437	RSS Rosenblum Silverman Sutton San Francisco, California	$2.8M	-$356K	1	1.28%	Reduced
438	Natixis Advisors Boston, Massachusetts	$2.79M	+$12.4K	2	0.05%	Increased
439	Oppenheimer & Co New York	$2.71M	+$1.36M	2	0.08%	Increased
440	AW ACG Wealth Atlanta, Georgia	$2.7M	+$222K	1	0.6%	Increased
441	CBT Central Bank & Trust Lexington, Kentucky	$2.69M	+$421K	1	0.78%	Increased
442	Hancock Whitney Gulfport, Mississippi	$2.67M	+$2.66M	1	0.11%	New
443	HMS Hanseatic Management Services Albuquerque, New Mexico	$2.67M	+$1.57M	2	0.93%	Increased
444	Ladenburg Thalmann Financial Services Miami, Florida	$2.65M	+$559K	3	0.05%	Increased
445	CIM Calvert Investment Management Bethesda, Maryland	$2.64M	+$724K	2	0.12%	Increased
446	DCM Dialectic Capital Management Norwalk, Connecticut	$2.63M	-$1.41M	1	0.76%	Reduced
447	Creative Planning Overland Park, Kansas	$2.59M	+$421K	3	0.02%	Increased
448	KeyBank National Association Cleveland, Ohio	$2.58M	+$200K	2	0.02%	Increased
449	SCA Secor Capital Advisors New York	$2.57M	+$2.56M	1	0.73%	New
450	Trexquant Investment Stamford, Connecticut	$2.48M	+$18.8K	2	0.22%	Increased