← 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	Synovus Financial Columbus, Georgia	$2.38M	+$66K	1	0.04%	Increased
527	Catalyst Capital Advisors Huntington, New York	$2.37M	$0	1	0.09%	Maintained
528	BCA Bray Capital Advisors Naples, Florida	$2.37M	+$79K	1	1.14%	Increased
529	MAM Mastrapasqua Asset Management Nashville, Tennessee	$2.37M	-$9.48K	1	0.48%	Reduced
530	WhitTier Trust Company Reno, Nevada	$2.36M	+$125K	2	0.2%	Increased
531	CA Cornerstone Advisors Asheville, North Carolina	$2.35M	+$2.34M	1	0.27%	New
532	Prime Capital Investment Advisors Overland Park, Kansas	$2.34M	+$2.33M	1	1.8%	New
533	ARTA A.R.T. Advisors New York	$2.34M	-$4.56M	2	0.1%	Reduced
534	BOS Bingham Osborn & Scarborough San Francisco, California	$2.33M	-$124K	1	0.21%	Reduced
535	Salem Investment Counselors Winston Salem, North Carolina	$2.33M	+$2.29M	2	0.25%	Increased
536	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$2.32M	+$2.3M	2	2.01%	New
537	NCM Northstar Capital Management New York	$2.32M	+$2.31M	1	2.23%	New
538	Steward Partners Investment Advisory New York	$2.31M	+$1.33M	2	0.18%	Increased
539	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.29M	+$2.29M	1	0.03%	New
540	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$2.27M	+$2.26M	1	0.06%	New
541	LMR Partners London, United Kingdom	$2.25M	+$2.24M	1	0.23%	New
542	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.24M	+$364K	2	0.21%	Increased
543	PWAG Polaris Wealth Advisory Group San Rafael, California	$2.24M	+$422K	1	0.18%	Increased
544	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.21M	-$87.2K	2	0.21%	Reduced
545	CBT Capital Bank & Trust Irvine, California	$2.21M	-$444K	2	0.03%	Reduced
546	Caxton Associates (New York) New York	$2.21M	+$1.46M	2	0.11%	Increased
547	ETrade Capital Management Arlington, Virginia	$2.19M	+$314K	2	0.07%	Increased
548	Panagora Asset Management Boston, Massachusetts	$2.17M	-$3.74M	3	0.01%	Reduced
549	First Citizens Bank & Trust Raleigh, North Carolina	$2.17M	+$1.47M	2	0.29%	Increased
550	FDS Freedom Day Solutions Houston, Texas	$2.17M	+$2.17M	1	1.84%	New