← 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
551	IC Intersect Capital San Ramon, California	$468K	+$5.96K	1	0.43%	Increased
552	GHF Good Harbor Financial Barrington, Illinois	$464K	+$474K	1	0.05%	New
553	BTNA Bremer Trust National Association St. Cloud, Minnesota	$457K	+$466K	1	0.15%	New
554	KIG Kessler Investment Group Columbus, Indiana	$453K	-$2.91K	1	0.75%	Reduced
555	BA Birinyi Associates Westport, Connecticut	$451K	+$78K	1	0.2%	Increased
556	OA OFI Advisors Philadelphia, Pennsylvania	$450K	+$74.6K	2	0.03%	Increased
557	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$437K	+$2.64K	2	0.01%	Increased
558	First Allied Advisory Services San Diego, California	$435K	+$50.6K	1	0.02%	Increased
559	Atria Investments Charlotte, North Carolina	$421K	+$37.9K	1	0.06%	Increased
560	Bessemer Group Woodbridge, New Jersey	$419K	-$87.7K	2	0%	Reduced
561	NIMI Natixis Investment Managers International Paris, France	$411K	-$397K	1	0.06%	Reduced
562	Advisors Asset Management Monument, Colorado	$404K	+$67.4K	2	0.01%	Increased
563	Wedbush Securities Los Angeles, California	$399K	+$52.7K	1	0.08%	Increased
564	GIM Grassi Investment Management Santa Clara, California	$398K	-$23.3K	1	0.08%	Reduced
565	MSI Financial Services Springfield, Massachusetts	$396K	+$147K	3	0.03%	Increased
566	Caprock Group Boise, Idaho	$392K	+$70.9K	1	0.28%	Increased
567	FFC First Financial Corp Terre Haute, Indiana	$392K	+$214K	1	0.22%	Increased
568	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$392K	+$375K	1	0.05%	Increased
569	Edgewood Management Greenwich, Connecticut	$389K	-$4.39K	1	0%	Reduced
570	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$382K	+$185K	1	0.09%	Increased
571	AP Advisor Partners Walnut Creek, California	$380K	-$48.6K	1	0.16%	Reduced
572	Segall Bryant & Hamill Chicago, Illinois	$378K	-$70.9K	1	0.01%	Reduced
573	SIG Schooner Investment Group Wayne, Pennsylvania	$365K	-$177K	1	0.26%	Reduced
574	WSA Wall Street Associates Lajolla, California	$365K	-$209K	1	0.07%	Reduced
575	Waldron Private Wealth Bridgeville, Pennsylvania	$363K	+$12K	1	0.16%	Increased