← 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	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.01M	-$53.4K	1	0.75%	Reduced
527	Veritable Wilmington, Delaware	$1M	-$47K	1	0.03%	Reduced
528	ACM Argentus Capital Management Dallas, Texas	$991K	-$69.3K	1	0.35%	Reduced
529	FRM Fox Run Management Greenwich, Connecticut	$984K	+$91K	2	0.66%	Increased
530	BCM Bayesian Capital Management Brooklyn, New York	$981K	+$599K	2	0.92%	Increased
531	LIA LS Investment Advisors Bloomfield Hills, Michigan	$967K	+$28.2K	2	0.07%	Increased
532	ANRIA American National Registered Investment Advisor Galveston, Texas	$947K	$0	2	0.46%	Maintained
533	MNBTD Moody National Bank Trust Division Galveston, Texas	$943K	$0	2	0.06%	Maintained
534	Fulton Bank Lancaster, Pennsylvania	$939K	+$876K	1	0.1%	New
535	SRCM Sterling Ridge Capital Management New York	$929K	-$2.36M	1	0.59%	Reduced
536	SM Southport Management Wilson, Wyoming	$923K	-$689K	1	1.53%	Reduced
537	BlueCrest Capital Management St Helier, Jersey	$909K	-$641K	2	0.06%	Reduced
538	CCT Country Club Trust Kansas City, Missouri	$901K	$0	1	0.14%	Maintained
539	PineBridge Investments New York	$896K	-$368K	2	0.05%	Reduced
540	IB Intrust Bank Wichita, Kansas	$882K	+$292K	1	0.32%	Increased
541	WCM Westend Capital Management Sausalito, California	$878K	+$909K	1	1.2%	New
542	Bank of Nova Scotia Toronto, Ontario, Canada	$877K	+$15.2K	1	0.01%	Increased
543	TCTC Holdings Dallas, Texas	$861K	$0	1	0.05%	Maintained
544	Nomura Holdings Tokyo, Japan	$860K	-$7.61M	2	0%	Reduced
545	AIM Assured Investment Management New York	$840K	+$590K	2	0.02%	Increased
546	Pacer Advisors Malvern, Pennsylvania	$831K	+$113K	3	0.19%	Increased
547	SSP Sapphire Star Partners Redmond, Washington	$830K	+$365K	1	0.66%	Increased
548	Luther King Capital Management (LKCM) Fort Worth, Texas	$824K	+$485K	1	0.01%	Increased
549	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$812K	$0	1	0.41%	Maintained
550	Verition Fund Management Greenwich, Connecticut	$806K	-$214K	2	0.13%	Reduced