← 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	JWM Jackson Wealth Management Lake Mary, Florida	$8.46M	+$748K	2	1.5%	Increased
627	JCM Janney Capital Management Pittsburgh, Pennsylvania	$8.44M	+$7.59M	1	0.58%	New
628	FSCM First Sabrepoint Capital Management Dallas, Texas	$8.43M	-$3.79M	1	3.32%	Reduced
629	BUB BBVA USA Bancshares Houston, Texas	$8.34M	+$3.77M	2	0.5%	Increased
630	NewEdge Advisors New Orleans, Louisiana	$8.33M	+$4.5M	2	0.33%	Increased
631	MC Mathes Company New York	$8.33M	-$842K	2	4.14%	Reduced
632	SCA Sander Capital Advisors Seattle, Washington	$8.31M	-$7.07M	1	4.81%	Reduced
633	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$8.3M	-$14.7M	1	1.22%	Reduced
634	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$8.21M	-$5.32M	2	1.01%	Reduced
635	WhitTier Trust Company Reno, Nevada	$8.15M	+$405K	2	0.51%	Increased
636	SG Swarthmore Group Philadelphia, Pennsylvania	$8.14M	+$6.74M	1	2.78%	Increased
637	Capital Fund Management (CFM) Paris, France	$8.07M	-$22.1M	2	0.13%	Reduced
638	BAM Bell Asset Management Melbourne, Australia	$8.02M	+$540K	1	2.18%	Increased
639	Dana Investment Advisors Waukesha, Wisconsin	$8M	-$344K	2	0.43%	Reduced
640	Jupiter Asset Management London, United Kingdom	$7.99M	+$5.36M	2	0.27%	Increased
641	Huntington National Bank Columbus, Ohio	$7.98M	-$544K	3	0.13%	Reduced
642	SSB Sandy Spring Bank Olney, Maryland	$7.98M	-$479K	2	0.59%	Reduced
643	Candriam SCA Strassen, Luxembourg, Luxembourg	$7.91M	-$63.2M	1	0.06%	Reduced
644	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$7.84M	+$1.31M	2	1.59%	Increased
645	Central Trust Company Jefferson City, Missouri	$7.83M	+$161K	2	0.39%	Increased
646	SHGA Sand Hill Global Advisors Palo Alto, California	$7.81M	-$69.9K	1	0.62%	Reduced
647	BII Bainco International Investors Boston, Massachusetts	$7.79M	+$30.8K	1	1.1%	Increased
648	Miracle Mile Advisors Los Angeles, California	$7.79M	+$1.19M	2	0.64%	Increased
649	E. Ohman J:or Asset Management Stockholm, Sweden	$7.69M	+$1.86M	2	0.44%	Increased
650	Adams Diversified Equity Fund Baltimore, Maryland	$7.68M	-$15.8M	1	0.41%	Reduced