← 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
651	JT Jump Trading Chicago, Illinois	$412K	+$104K	1	0.02%	Increased
652	ALPS Advisors Denver, Colorado	$411K	-$31K	1	0%	Reduced
653	RHBC R.H. Bluestein & Co Birmingham, Michigan	$397K	$0	1	0.03%	Maintained
654	Synovus Financial Columbus, Georgia	$397K	-$8.1K	1	0.01%	Reduced
655	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$393K	+$122K	1	0.22%	Increased
656	SCM Southport Capital Management Chattanooga, Tennessee	$393K	-$3.92K	1	0.22%	Reduced
657	First Allied Advisory Services San Diego, California	$385K	-$112K	1	0.02%	Reduced
658	Douglass Winthrop Advisors New York	$379K	+$5.1K	1	0.03%	Increased
659	Waldron Private Wealth Bridgeville, Pennsylvania	$379K	-$8.2K	1	0.14%	Reduced
660	EFS Essex Financial Services Essex, Connecticut	$366K	$0	1	0.09%	Maintained
661	Gradient Investments Arden Hills, Minnesota	$366K	-$28.2K	1	0.04%	Reduced
662	Boothbay Fund Management New York	$364K	+$360K	1	0.14%	New
663	Lido Advisors Los Angeles, California	$364K	+$360K	1	0.11%	New
664	AAM Azzad Asset Management Falls Church, Virginia	$358K	+$6.51K	1	0.15%	Increased
665	Capital Guardian Trust Los Angeles, California	$355K	$0	1	0%	Maintained
666	SS Sunbelt Securities Houston, Texas	$352K	+$348K	1	0.46%	New
667	Stratos Wealth Partners Beachwood, Ohio	$351K	-$12.9K	1	0.03%	Reduced
668	ID Integral Derivatives New York	$349K	-$451K	1	0.01%	Reduced
669	AA Apriem Advisors Irvine, California	$345K	+$157K	1	0.11%	Increased
670	JIP Jaffetilchin Investment Partners Tampa, Florida	$341K	+$337K	1	0.1%	New
671	PCR Potrero Capital Research San Francisco, California	$341K	$0	1	0.31%	Maintained
672	NB Nicolet Bankshares Green Bay, Wisconsin	$340K	+$14.7K	1	0.22%	Increased
673	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$340K	-$12.9K	1	0.06%	Reduced
674	Brighton Jones LLC Seattle, Washington	$339K	+$1.73K	1	0.06%	Increased
675	Azimuth Capital Management Bloomfield Hills, Michigan	$334K	$0	1	0.03%	Maintained