← 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	1GA 1st Global Advisors Dallas, Texas	$1.27M	-$28.3K	1	0.15%	Reduced
577	JSL JT Stratford LLC Gainesville, Georgia	$1.26M	-$196K	1	0.89%	Reduced
578	MAI Capital Management Independence, Ohio	$1.26M	-$146K	2	0.08%	Reduced
579	AF Aldebaran Financial	$1.25M	-$6.53K	1	0.92%	Reduced
580	Rafferty Asset Management New York	$1.25M	+$1.26M	1	0.04%	New
581	CPIM Columbia Partners Investment Management Alexandria, Virginia	$1.25M	-$2.4M	1	0.16%	Reduced
582	PWAG Polaris Wealth Advisory Group San Rafael, California	$1.24M	+$1.14M	1	0.14%	New
583	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.23M	+$23.7K	2	0.08%	Increased
584	UBG United Bank (Georgia) Zebulon, Georgia	$1.22M	-$39K	1	1.13%	Reduced
585	BCM Boltwood Capital Management Walnut Creek, California	$1.18M	+$5.22K	1	0.8%	Increased
586	IHT Wealth Management Chicago, Illinois	$1.17M	+$8.71K	3	0.57%	Increased
587	Royce & Associates New York	$1.17M	$0	1	0.01%	Maintained
588	ZCM Zebra Capital Management Stamford, Connecticut	$1.16M	$0	1	0.36%	Maintained
589	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.16M	+$18.7K	1	0.66%	Increased
590	Spot Trading Chicago, Illinois	$1.14M	+$1.05M	1	0.02%	New
591	FAM Fortaleza Asset Management Chicago, Illinois	$1.14M	$0	2	2.16%	Maintained
592	ECM Everence Capital Management Goshen, Indiana	$1.14M	$0	1	0.28%	Maintained
593	MLL Moody Lynn & Lieberson Boston, Massachusetts	$1.11M	+$1.12M	1	0.15%	New
594	MCM Murphy Capital Management Bedminster, New Jersey	$1.11M	-$33.1K	1	0.16%	Reduced
595	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$1.09M	+$1.07M	2	0.09%	New
596	TNAM Terra Nova Asset Management New York	$1.09M	-$14.4K	1	2.08%	Reduced
597	Cambridge Investment Research Advisors Fairfield, Iowa	$1.09M	+$176K	1	0.02%	Increased
598	MML Investors Services Springfield, Massachusetts	$1.07M	+$1.08M	1	0.02%	New
599	PAM Private Asset Management San Diego, California	$1.06M	+$103K	1	0.17%	Increased
600	Ballentine Partners Waltham, Massachusetts	$1.06M	+$307K	1	0.08%	Increased