← 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	PAM Princeton Alpha Management Princeton Junction, New Jersey	$2.4M	-$2.43M	2	0.45%	Reduced
427	RBA Richard Bernstein Advisors New York	$2.39M	$0	1	0.23%	Maintained
428	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.38M	+$2.49M	3	0.04%	New
429	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.35M	-$2.74M	2	0.12%	Reduced
430	SW SVB Wealth Boston, Massachusetts	$2.34M	-$96.2K	2	0.1%	Reduced
431	EIM Essex Investment Management Boston, Massachusetts	$2.29M	-$276K	1	0.37%	Reduced
432	Perigon Wealth Management San Francisco, California	$2.24M	-$39K	1	0.57%	Reduced
433	KIA KCM Investment Advisors Greenbrae, California	$2.23M	+$275K	1	0.15%	Increased
434	Mirae Asset Global Investments Seoul, South Korea	$2.21M	-$1.51M	1	0.05%	Reduced
435	Jacobs Levy Equity Management Florham Park, New Jersey	$2.21M	+$2.36M	2	0.04%	New
436	DBG De Burlo Group Boston, Massachusetts	$2.2M	-$5.01M	1	0.61%	Reduced
437	BAS Brown Advisory Securities Baltimore, Maryland	$2.17M	+$53.8K	1	0.63%	Increased
438	Stephens Investment Management Group Houston, Texas	$2.14M	+$1.05M	1	0.06%	Increased
439	LPL Financial San Diego, California	$2.13M	+$124K	2	0.02%	Increased
440	Evercore Wealth Management New York	$2.09M	$0	1	0.09%	Maintained
441	Meiji Yasuda Life Insurance Tokyo, Japan	$2.09M	-$213K	2	0.28%	Reduced
442	WB Webster Bank Waterbury, Connecticut	$2.08M	+$121K	1	0.3%	Increased
443	Scotia Capital Toronto, Ontario, Canada	$2.05M	+$693K	1	0.04%	Increased
444	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.04M	+$2.23M	1	1.7%	New
445	Edmond de Rothschild Holding Chambesy, Switzerland	$2.02M	+$923K	2	0.06%	Increased
446	CBT Central Bank & Trust Lexington, Kentucky	$2.02M	-$195K	1	0.57%	Reduced
447	AIM Assured Investment Management New York	$2.02M	+$1.22M	1	0.05%	Increased
448	Ameritas Investment Partners Lincoln, Nebraska	$1.98M	-$1.82M	1	0.11%	Reduced
449	BOTW Bank of the West Monterey Park, California	$1.92M	+$656K	1	0.27%	Increased
450	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1.85M	+$165K	1	0.2%	Increased