← 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
476	Sumitomo Life Insurance Tokyo, Japan	$2.98M	-$54K	1	0.38%	Reduced
477	Squarepoint New York	$2.96M	-$2.73M	2	0.06%	Reduced
478	JCP Jabre Capital Partners Geneva, Switzerland	$2.94M	+$2.78M	1	0.57%	New
479	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.93M	+$2.9M	1	0.71%	New
480	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.91M	-$23K	1	0.15%	Reduced
481	Pendal Group Sydney, Australia	$2.86M	+$186K	2	0.04%	Increased
482	BAS Brown Advisory Securities Baltimore, Maryland	$2.84M	+$75.3K	1	0.61%	Increased
483	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.84M	+$27.6K	1	2.19%	Increased
484	Gabelli Funds Rye, New York	$2.83M	$0	1	0.02%	Maintained
485	Evercore Wealth Management New York	$2.83M	+$26K	2	0.11%	Increased
486	Emerald Advisers Leola, Pennsylvania	$2.77M	-$259K	2	0.11%	Reduced
487	CCG Cypress Capital Group Palm Beach, Florida	$2.75M	+$1.2M	1	0.59%	Increased
488	Sit Investment Associates Minneapolis, Minnesota	$2.68M	+$30.5K	2	0.07%	Increased
489	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2.67M	-$85.8K	1	0.33%	Reduced
490	Stephens Investment Management Group Houston, Texas	$2.63M	-$255K	1	0.06%	Reduced
491	QS Investors New York	$2.54M	-$18.4K	3	0.02%	Reduced
492	CWM Cabot Wealth Management Salem, Massachusetts	$2.53M	-$38K	1	0.57%	Reduced
493	WWM Willingdon Wealth Management Huntersville, North Carolina	$2.53M	+$85.7K	1	0.92%	Increased
494	SSB Sandy Spring Bank Olney, Maryland	$2.51M	+$36.8K	1	0.24%	Increased
495	DY Dowling & Yahnke San Diego, California	$2.49M	+$75.5K	1	0.25%	Increased
496	SEC Seven Eight Capital New York	$2.48M	+$1.7M	1	0.3%	Increased
497	Old National Bancorp Evansville, Indiana	$2.44M	+$2.12K	2	0.13%	Increased
498	CIA Capital Impact Advisors Boston, Massachusetts	$2.41M	-$318K	1	1.08%	Reduced
499	Cerity Partners New York	$2.41M	+$2.37M	1	0.17%	New
500	CBT Capital Bank & Trust Irvine, California	$2.4M	+$18.9K	2	0.03%	Increased