← 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
526	BC Banced Corp Edwardsville, Illinois	$240K	-$27.1K	1	0.29%	Reduced
527	Azimuth Capital Management Bloomfield Hills, Michigan	$232K	$0	1	0.03%	Maintained
528	Quantbot Technologies New York	$232K	+$200K	1	0.04%	New
529	Raymond James Trust St. Petersburg, Florida	$223K	+$207K	1	0.03%	New
530	BA Birinyi Associates Westport, Connecticut	$221K	-$116K	1	0.1%	Reduced
531	Shelton Capital Management Denver, Colorado	$218K	$0	1	0.03%	Maintained
532	Huntington National Bank Columbus, Ohio	$212K	-$8.43K	1	0%	Reduced
533	Private Advisor Group Morristown, New Jersey	$210K	+$1.08K	1	0.02%	Increased
534	EWM Edge Wealth Management New York	$197K	$0	1	0.08%	Maintained
535	Advisors Asset Management Monument, Colorado	$186K	+$5.4K	1	0%	Increased
536	GLI Guardian Life Insurance New York	$185K	+$3.29K	1	0.02%	Increased
537	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$181K	+$176K	1	0.05%	New
538	Shinko Asset Management Company Tokyo, Japan	$174K	$0	2	0%	Maintained
539	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$172K	+$15.1K	2	0.01%	Increased
540	LBG Lloyds Banking Group London, United Kingdom	$156K	-$5.55M	1	0.04%	Reduced
541	Wolverine Asset Management Chicago, Illinois	$148K	+$128K	1	0%	New
542	Catalyst Capital Advisors Huntington, New York	$145K	-$126K	1	0.02%	Reduced
543	QS Batterymarch Financial Management New York	$137K	-$972K	2	0%	Reduced
544	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$132K	-$97.4K	3	0.03%	Reduced
545	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$127K	$0	1	0.03%	Maintained
546	Wealthfront Palo Alto, California	$127K	+$62.8K	1	0.01%	Increased
547	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$116K	-$37.8K	1	0.03%	Reduced
548	Tower Research Capital (TRC) New York	$114K	+$83.4K	3	0.01%	Increased
549	IPC Independent Portfolio Consultants Boca Raton, Florida	$113K	+$105K	1	0.03%	New
550	FineMark National Bank & Trust Fort Myers, Florida	$112K	-$12.2K	1	0.02%	Reduced