← 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
501	Truist Financial Charlotte, North Carolina	$2.4M	+$37.8K	2	0.05%	Increased
502	WB Webster Bank Waterbury, Connecticut	$2.38M	+$7.45K	1	0.35%	Increased
503	SG Americas Securities New York	$2.38M	-$1.72M	2	0.02%	Reduced
504	IP Intellectus Partners San Francisco, California	$2.37M	-$33.6K	1	0.98%	Reduced
505	CWM Catamount Wealth Management Westport, Connecticut	$2.3M	-$67.6K	1	1.34%	Reduced
506	Diversified Trust Memphis, Tennessee	$2.3M	-$946K	1	0.18%	Reduced
507	IFM Investors Melbourne, Australia	$2.28M	+$92.6K	2	0.38%	Increased
508	PCR Potrero Capital Research San Francisco, California	$2.27M	$0	1	1.91%	Maintained
509	IRF IBM Retirement Fund Armonk, New York	$2.26M	+$28.5K	2	0.42%	Increased
510	BOS Bingham Osborn & Scarborough San Francisco, California	$2.25M	-$30K	1	0.21%	Reduced
511	CMT Capital Markets Trading Frankfurt, Germany	$2.25M	-$40.8K	1	0.08%	Reduced
512	GLRA Gerald L. Ray & Associates Dallas, Texas	$2.24M	$0	1	0.28%	Maintained
513	NRS Neville Rodie & Shaw New York	$2.24M	+$361K	1	0.25%	Increased
514	CM Crestline Management Fort Worth, Texas	$2.24M	+$2.21M	1	0.31%	New
515	PCM Parsons Capital Management Providence, Rhode Island	$2.22M	-$2.76K	1	0.26%	Reduced
516	Magnetar Financial Evanston, Illinois	$2.21M	+$52.6K	2	0.04%	Increased
517	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$2.21M	$0	3	0.3%	Maintained
518	Chilton Capital Management Houston, Texas	$2.17M	-$521K	1	0.21%	Reduced
519	MAM Mastrapasqua Asset Management Nashville, Tennessee	$2.17M	+$552	1	0.45%	Increased
520	CBT Central Bank & Trust Lexington, Kentucky	$2.17M	-$39.7K	1	0.54%	Reduced
521	Parallel Advisors San Francisco, California	$2.15M	-$52.9K	3	0.37%	Reduced
522	E. Ohman J:or Asset Management Stockholm, Sweden	$2.15M	+$27.6K	2	0.19%	Increased
523	CONA Capital One National Association New York	$2.14M	+$133K	2	0.15%	Increased
524	Catalyst Capital Advisors Huntington, New York	$2.14M	+$2.02M	1	0.09%	New
525	Synovus Financial Columbus, Georgia	$2.11M	+$32.6K	1	0.04%	Increased