← 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
576	BCM BBT Capital Management Fort Worth, Texas	$360K	+$368K	1	0.03%	New
577	Gradient Investments Arden Hills, Minnesota	$360K	+$367K	1	0.05%	New
578	DP Dearborn Partners Chicago, Illinois	$358K	-$155K	1	0.04%	Reduced
579	Hillsdale Investment Management Toronto, Ontario, Canada	$357K	+$76.3K	1	0.12%	Increased
580	SCM Southport Capital Management Chattanooga, Tennessee	$354K	+$362K	1	0.24%	New
581	United Capital Financial Advisors Irving, Texas	$351K	+$91.4K	1	0%	Increased
582	CA Cornerstone Advisors Asheville, North Carolina	$347K	+$354K	1	0.08%	New
583	RHBC R.H. Bluestein & Co Birmingham, Michigan	$347K	$0	1	0.02%	Maintained
584	FIM Freedom Investment Management Hartford, Connecticut	$346K	-$17.4K	1	0.04%	Reduced
585	Jasper Ridge Partners Menlo Park, California	$342K	$0	1	0.03%	Maintained
586	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$341K	$0	1	0.07%	Maintained
587	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$341K	-$9.5K	1	0.08%	Reduced
588	CONA Capital One National Association New York	$338K	+$345K	1	0.03%	New
589	JIP Jaffetilchin Investment Partners Tampa, Florida	$337K	-$134K	1	0.13%	Reduced
590	FPC Falcon Point Capital San Francisco, California	$335K	$0	1	0.12%	Maintained
591	Raymond James Trust St. Petersburg, Florida	$334K	+$114K	1	0.04%	Increased
592	ACM Aviance Capital Management Sarasota, Florida	$333K	-$744K	1	0.01%	Reduced
593	Brinker Capital Investments Berwyn, Pennsylvania	$329K	+$336K	2	0.01%	New
594	ACM Alta Capital Management Salt Lake City, Utah	$325K	+$780	1	0.03%	Increased
595	Edmond de Rothschild Holding Chambesy, Switzerland	$323K	-$48.4K	2	0.01%	Reduced
596	NG NatWest Group Edinburgh, Scotland, United Kingdom	$317K	+$323K	1	0.01%	New
597	Capital Guardian Trust Los Angeles, California	$315K	$0	2	0%	Maintained
598	Shelton Capital Management Denver, Colorado	$310K	$0	1	0.03%	Maintained
599	IB Intrust Bank Wichita, Kansas	$306K	+$312K	1	0.12%	New
600	LCM Logan Capital Management Newtown Square, Pennsylvania	$305K	$0	1	0.03%	Maintained