← 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
601	Atria Investments Charlotte, North Carolina	$660K	-$17.4K	2	0.07%	Reduced
602	MSI Financial Services Springfield, Massachusetts	$656K	-$89.6K	3	0.02%	Reduced
603	MCM Murphy Capital Management Bedminster, New Jersey	$655K	-$43.2K	1	0.1%	Reduced
604	SI Sensato Investors San Francisco, California	$655K	-$638K	1	0.11%	Reduced
605	ETrade Capital Management Arlington, Virginia	$641K	+$307K	2	0.03%	Increased
606	PIM Parker Investment Management Menlo Park, California	$640K	+$1.1K	1	0.24%	Increased
607	ACM Aviance Capital Management Sarasota, Florida	$637K	-$555K	1	0.02%	Reduced
608	IFP Advisors Tampa, Florida	$632K	+$584K	3	0.04%	Increased
609	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$630K	-$484K	3	0.01%	Reduced
610	Fifth Third Bancorp Cincinnati, Ohio	$627K	-$18.9K	3	0.01%	Reduced
611	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$619K	+$612K	1	0.03%	New
612	BUB BBVA USA Bancshares Houston, Texas	$608K	+$91.4K	2	0.05%	Increased
613	SFI SPC Financial Inc Rockville, Maryland	$608K	+$8.63K	1	0.22%	Increased
614	MFS Monetta Financial Services Wheaton, Illinois	$596K	$0	1	0.38%	Maintained
615	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$592K	+$4.32K	1	0.77%	Increased
616	BTNA Bremer Trust National Association St. Cloud, Minnesota	$575K	+$24.6K	1	0.16%	Increased
617	ABFS Appropriate Balance Financial Services Bellevue, Washington	$573K	-$7.3K	1	0.38%	Reduced
618	IC Intersect Capital San Ramon, California	$573K	-$1.1K	1	0.35%	Reduced
619	Caprock Group Boise, Idaho	$571K	+$8.08K	1	0.14%	Increased
620	Ballentine Partners Waltham, Massachusetts	$561K	-$235	1	0.05%	Reduced
621	AP Advisor Partners Walnut Creek, California	$557K	+$62.5K	1	0.19%	Increased
622	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$550K	$0	1	0.05%	Maintained
623	GIM Grassi Investment Management Santa Clara, California	$545K	+$86.3K	1	0.1%	Increased
624	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$537K	+$193K	1	0.07%	Increased
625	BHA Beech Hill Advisors New York	$531K	+$525K	1	0.36%	New