← 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
626	Trexquant Investment Stamford, Connecticut	$1.16M	+$357K	1	0.29%	Increased
627	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.16M	-$82.8K	1	0.65%	Reduced
628	Wealthfront Palo Alto, California	$1.14M	+$150K	1	0.01%	Increased
629	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$1.13M	+$547K	1	0.16%	Increased
630	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$1.12M	+$27.6K	1	0.67%	Increased
631	BW Gestao de Investimentos Sao Paulo, Brazil	$1.12M	+$1.1M	1	0.23%	New
632	FMT First Mercantile Trust Cordova, Tennessee	$1.11M	+$54.7K	2	0.2%	Increased
633	Ballentine Partners Waltham, Massachusetts	$1.1M	+$6.35K	1	0.06%	Increased
634	BlueCrest Capital Management St Helier, Jersey	$1.1M	-$260K	2	0.04%	Reduced
635	BO Bank OZK Little Rock, Arkansas	$1.1M	+$173K	1	0.45%	Increased
636	Foresters Investment Management New York	$1.09M	-$22.8K	2	0.02%	Reduced
637	TCTC Holdings Dallas, Texas	$1.09M	$0	1	0.07%	Maintained
638	Hills Bank & Trust North Liberty, Iowa	$1.07M	+$57.1K	1	0.33%	Increased
639	Segall Bryant & Hamill Chicago, Illinois	$1.06M	-$11.1K	2	0.02%	Reduced
640	CG Cutler Group San Francisco, California	$1.06M	-$466K	3	0.04%	Reduced
641	FBT First Bank & Trust Brookings, South Dakota	$1.04M	+$21.8K	2	0.85%	Increased
642	RIM Rainier Investment Management Seattle, Washington	$1.04M	-$505K	1	0.24%	Reduced
643	4IG 440 Investment Group Overland Park, Kansas	$1.04M	+$315K	1	0.79%	Increased
644	Capital Guardian Trust Los Angeles, California	$1.04M	$0	1	0.02%	Maintained
645	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$1.03M	-$52.9K	1	0.5%	Reduced
646	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$1.03M	+$699K	1	0.15%	Increased
647	TAM Tyers Asset Management Austin, Texas	$1.01M	-$10.4K	1	0.04%	Reduced
648	AFNAS American Financial Network Advisory Services Calabasas, California	$988K	+$973K	1	0.42%	New
649	TCM Tributary Capital Management Omaha, Nebraska	$983K	+$930K	1	0.08%	New
650	Rockefeller Financial Services New York	$981K	+$752K	2	0.02%	Increased