← 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	AGM Alpine Global Management New York	$610K	+$596K	2	0.16%	New
652	Cerity Partners New York	$610K	+$591K	1	0.05%	New
653	Central Trust Company Jefferson City, Missouri	$601K	+$582K	1	0.04%	New
654	Capital Advisors Inc Tulsa, Oklahoma	$589K	+$570K	1	0.04%	New
655	AAM Azzad Asset Management Falls Church, Virginia	$588K	+$50.3K	1	0.22%	Increased
656	Nikko Asset Management Americas New York	$586K	-$71.9K	1	0.04%	Reduced
657	WP WealthSource Partners San Luis Obispo, California	$584K	+$38.3K	1	0.22%	Increased
658	PC Pier Capital Stamford, Connecticut	$580K	-$7.24K	1	0.1%	Reduced
659	Cetera Advisor Networks El Segundo, California	$577K	-$164K	1	0.03%	Reduced
660	Douglass Winthrop Advisors New York	$574K	$0	1	0.04%	Maintained
661	SCM Southport Capital Management Chattanooga, Tennessee	$573K	+$172K	1	0.32%	Increased
662	EFS Essex Financial Services Essex, Connecticut	$564K	+$197K	2	0.13%	Increased
663	United Capital Financial Advisors Irving, Texas	$564K	+$56.3K	1	0.01%	Increased
664	D.A. Davidson & Co Great Falls, Montana	$550K	-$29.8K	2	0.01%	Reduced
665	MC Moors & Cabot Boston, Massachusetts	$545K	-$84.3K	1	0.09%	Reduced
666	CCT Country Club Trust Kansas City, Missouri	$539K	+$522K	1	0.07%	New
667	Raymond James Trust St. Petersburg, Florida	$539K	-$314K	1	0.04%	Reduced
668	NFG Next Financial Group Houston, Texas	$523K	+$179K	1	0.15%	Increased
669	PWPCM Perella Weinberg Partners Capital Management New York	$511K	+$510K	1	0.08%	New
670	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$499K	-$136K	1	0.62%	Reduced
671	TSS Two Sigma Securities New York	$497K	-$856K	2	0.1%	Reduced
672	TPWA TRUE Private Wealth Advisors Salem, Oregon	$496K	-$13.7K	1	0.11%	Reduced
673	ALPS Advisors Denver, Colorado	$493K	+$489K	1	0%	New
674	Steward Partners Investment Advisory New York	$488K	+$239K	2	0.07%	Increased
675	JDR Jay D. Rosenbaum	$477K	+$461K	1	1.01%	New