← 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	CCT Country Club Trust Kansas City, Missouri	$956K	-$23.4K	1	0.15%	Reduced
552	TCTC Holdings Dallas, Texas	$915K	$0	1	0.05%	Maintained
553	Bank of Nova Scotia Toronto, Ontario, Canada	$914K	-$10.2M	1	0%	Reduced
554	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$862K	$0	1	0.44%	Maintained
555	SMG Spectrum Management Group Indianapolis, Indiana	$859K	+$856K	1	0.32%	New
556	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$855K	+$170K	2	0.11%	Increased
557	Walleye Trading New York	$851K	+$808K	2	0.01%	Increased
558	LH Lebenthal Holdings New York	$845K	+$842K	1	0.2%	New
559	Squarepoint New York	$843K	+$817K	2	0.09%	New
560	CIM CIM Investment Management Pittsburgh, Pennsylvania	$816K	+$813K	1	0.37%	New
561	Wealthfront Palo Alto, California	$815K	+$67.6K	1	0.03%	Increased
562	Fifth Third Bancorp Cincinnati, Ohio	$811K	-$134K	3	0.01%	Reduced
563	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$803K	+$359K	2	0.18%	Increased
564	WEC Winslow Evans & Crocker Boston, Massachusetts	$801K	+$593K	2	0.23%	Increased
565	Calamos Wealth Management Naperville, Illinois	$796K	-$344K	1	0.16%	Reduced
566	BCM Boltwood Capital Management Walnut Creek, California	$784K	+$50.8K	1	0.72%	Increased
567	Element Capital Management New York	$784K	+$781K	1	0.15%	New
568	GAMCO Investors Greenwich, Connecticut	$780K	+$777K	1	0.01%	New
569	SAM Symphony Asset Management San Francisco, California	$768K	-$924K	1	0.08%	Reduced
570	HCM Hollencrest Capital Management Newport Beach, California	$765K	+$23.4K	1	0.14%	Increased
571	Pacer Advisors Malvern, Pennsylvania	$760K	+$756K	2	0.18%	New
572	MAM Mizuho Asset Management Tokyo, Japan	$759K	+$87.5K	2	0.16%	Increased
573	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$745K	$0	1	0.19%	Maintained
574	Raymond James Trust St. Petersburg, Florida	$736K	+$348K	2	0.07%	Increased
575	Wealthspire Advisors (Maryland) Potomac, Maryland	$732K	+$726K	3	0.14%	New