← 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	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2.71M	-$207K	1	0.36%	Reduced
502	CCG Cypress Capital Group Palm Beach, Florida	$2.7M	-$306K	1	0.56%	Reduced
503	Truist Financial Charlotte, North Carolina	$2.67M	+$41K	2	0.05%	Increased
504	CWM Cabot Wealth Management Salem, Massachusetts	$2.67M	-$103K	1	0.58%	Reduced
505	CIA Capital Impact Advisors Boston, Massachusetts	$2.64M	$0	1	1.14%	Maintained
506	Pacer Advisors Malvern, Pennsylvania	$2.64M	+$696K	1	0.19%	Increased
507	WIA Wealthstreet Investment Advisors Dallas, Texas	$2.62M	+$2.61M	1	0.32%	New
508	IFM Investors Melbourne, Australia	$2.6M	+$95.3K	2	0.41%	Increased
509	Associated Banc-Corp Green Bay, Wisconsin	$2.6M	+$2.48M	1	0.14%	New
510	CONA Capital One National Association New York	$2.59M	+$238K	2	0.18%	Increased
511	Emerald Advisers Leola, Pennsylvania	$2.57M	-$484K	2	0.1%	Reduced
512	IP Intellectus Partners San Francisco, California	$2.54M	-$55.6K	1	0.95%	Reduced
513	CM Crestline Management Fort Worth, Texas	$2.54M	+$83.2K	1	0.26%	Increased
514	DIA Denver Investment Advisors Denver, Colorado	$2.53M	+$410K	1	0.13%	Increased
515	WB Webster Bank Waterbury, Connecticut	$2.53M	-$78K	1	0.35%	Reduced
516	Tudor Investment Corp Stamford, Connecticut	$2.53M	-$2.18M	3	0.06%	Reduced
517	Diversified Trust Memphis, Tennessee	$2.52M	$0	1	0.15%	Maintained
518	VCM Venator Capital Management Toronto, Ontario, Canada	$2.5M	-$1.15M	1	2.14%	Reduced
519	Twin Tree Management Dallas, Texas	$2.49M	+$2.19M	1	0.02%	Increased
520	PCR Potrero Capital Research San Francisco, California	$2.48M	$0	1	2.04%	Maintained
521	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.46M	+$307K	3	0.24%	Increased
522	IRF IBM Retirement Fund Armonk, New York	$2.46M	-$8.73K	2	0.42%	Reduced
523	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$2.44M	+$2.44M	1	0.37%	New
524	PCM Parsons Capital Management Providence, Rhode Island	$2.43M	$0	1	0.27%	Maintained
525	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$2.42M	+$229K	1	0.51%	Increased