← 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	FFA First Foundation Advisors Irvine, California	$1.06M	+$980K	1	0.06%	New
602	CIBC World Market Toronto, Ontario, Canada	$1.05M	-$9.5M	1	0%	Reduced
603	AF Ally Financial Detroit, Michigan	$1.04M	+$1.05M	1	0.21%	New
604	Foresters Investment Management New York	$1.03M	+$957K	2	0.02%	New
605	HCM Hollencrest Capital Management Newport Beach, California	$1.03M	+$108K	1	0.15%	Increased
606	Central Trust Company Jefferson City, Missouri	$1.02M	+$395K	1	0.07%	Increased
607	First Allied Advisory Services San Diego, California	$1.02M	+$103K	1	0.05%	Increased
608	Segall Bryant & Hamill Chicago, Illinois	$1.02M	+$70.4K	2	0.02%	Increased
609	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$1.01M	+$13.1K	1	0.67%	Increased
610	SBA Seven Bridges Advisors New York	$1.01M	+$236K	2	0.9%	Increased
611	TCTC Holdings Dallas, Texas	$1.01M	$0	1	0.07%	Maintained
612	Capital Guardian Trust Los Angeles, California	$1M	-$1.83M	1	0.02%	Reduced
613	Sterling Capital Management Charlotte, North Carolina	$995K	-$74.7K	1	0.01%	Reduced
614	TAM Tyers Asset Management Austin, Texas	$989K	+$922K	1	0.04%	New
615	Level Four Advisory Services Dallas, Texas	$983K	-$573K	2	0.15%	Reduced
616	Barings Charlotte, North Carolina	$979K	-$1.26M	2	0.03%	Reduced
617	FMT First Mercantile Trust Cordova, Tennessee	$974K	-$480K	2	0.18%	Reduced
618	FBT First Bank & Trust Brookings, South Dakota	$963K	-$6.49K	2	0.82%	Reduced
619	Hills Bank & Trust North Liberty, Iowa	$934K	+$37K	1	0.3%	Increased
620	BSPF British Steel Pension Fund London, United Kingdom	$932K	$0	1	0.1%	Maintained
621	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$932K	-$34.8K	1	0.46%	Reduced
622	TCOV Trust Company of Vermont Brattleboro, Vermont	$931K	+$479K	2	0.1%	Increased
623	Wealthfront Palo Alto, California	$918K	+$198K	1	0.01%	Increased
624	Private Advisor Group Morristown, New Jersey	$881K	-$47.2K	1	0.02%	Reduced
625	EMG Ellington Management Group Old Greenwich, Connecticut	$879K	+$98.6K	2	0.13%	Increased