← 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	Nikko Asset Management Americas New York	$548K	+$305K	1	0.04%	Increased
652	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$542K	-$7.26K	1	0.57%	Reduced
653	IA Icon Advisers Greenwood Village, Colorado	$531K	+$519K	1	0.04%	New
654	FPF FNY Partners Fund New York	$529K	+$560K	1	0.02%	New
655	Caprock Group Boise, Idaho	$527K	+$653	1	0.13%	Increased
656	MC Moors & Cabot Boston, Massachusetts	$526K	+$5.44K	1	0.09%	Increased
657	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$510K	-$952K	1	0.33%	Reduced
658	RIM Rampart Investment Management Hartford, Connecticut	$506K	-$1.74K	1	0.18%	Reduced
659	Swiss Life Asset Management Zurich,	$504K	$0	1	0.02%	Maintained
660	PC Pier Capital Stamford, Connecticut	$499K	-$75.1K	1	0.09%	Reduced
661	IFP Advisors Tampa, Florida	$497K	+$55.5K	3	0.02%	Increased
662	IDBONY Israel Discount Bank of New York New York	$491K	+$521K	1	0.44%	New
663	JSL JT Stratford LLC Gainesville, Georgia	$485K	+$514K	1	0.41%	New
664	PineBridge Investments New York	$480K	-$82.7K	1	0.01%	Reduced
665	D.A. Davidson & Co Great Falls, Montana	$479K	+$224K	2	0.01%	Increased
666	PAM Private Asset Management San Diego, California	$478K	+$507K	1	0.08%	New
667	Douglass Winthrop Advisors New York	$476K	-$46.8K	1	0.03%	Reduced
668	TPWA TRUE Private Wealth Advisors Salem, Oregon	$475K	+$19.7K	1	0.12%	Increased
669	Walleye Trading New York	$460K	+$499K	1	0%	New
670	WP WealthSource Partners San Luis Obispo, California	$452K	+$76.2K	1	0.19%	Increased
671	LBC Lawrence B. Cohen	$449K	+$476K	1	0.27%	New
672	AAM Azzad Asset Management Falls Church, Virginia	$445K	+$15.9K	1	0.18%	Increased
673	Ballentine Partners Waltham, Massachusetts	$443K	+$448K	1	0.03%	New
674	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$439K	+$476K	1	0.23%	New
675	Shelton Capital Management Denver, Colorado	$435K	-$406K	1	0.03%	Reduced