← 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
676	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$334K	-$104K	2	0%	Reduced
677	Advisory Services Network Atlanta, Georgia	$332K	+$69.3K	2	0.08%	Increased
678	Bessemer Group Woodbridge, New Jersey	$329K	-$412K	2	0%	Reduced
679	PL Parkwood LLC Cleveland, Ohio	$326K	$0	1	0.05%	Maintained
680	CC Cedar Capital Barrington, Illinois	$325K	+$41.6K	1	0.11%	Increased
681	D.A. Davidson & Co Great Falls, Montana	$324K	+$102K	2	0.01%	Increased
682	Sigma Planning Corp Ann Arbor, Michigan	$324K	+$8.63K	1	0.04%	Increased
683	LCM Landscape Capital Management Englewood, New Jersey	$323K	+$319K	1	0.04%	New
684	YMRC Yorktown Management & Research Company Forest, Virginia	$322K	$0	1	0.07%	Maintained
685	PAIA Park Avenue Institutional Advisers New York	$316K	+$4K	1	0.27%	Increased
686	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$310K	+$14.2K	2	0.18%	Increased
687	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$307K	+$25.8K	3	0.31%	Increased
688	Commerce Bank Kansas City, Missouri	$306K	+$40.5K	1	0%	Increased
689	Homrich & Berg Atlanta, Georgia	$303K	+$300K	1	0.03%	New
690	PointState Capital New York	$302K	+$298K	1	0.01%	New
691	Nikko Asset Management Americas New York	$300K	$0	1	0.03%	Maintained
692	HBK Investments Dallas, Texas	$298K	-$2.82M	1	0%	Reduced
693	KA Kovack Advisors Ft. Lauderdale, Florida	$296K	+$292K	1	0.16%	New
694	AL Agran Libbie Santa Monica, California	$293K	+$55.7K	1	0.07%	Increased
695	Lincoln National Corp Radnor, Pennsylvania	$293K	-$3.22K	1	0.02%	Reduced
696	1SB 1ST Source Bank South Bend, Indiana	$292K	-$10.6K	1	0.03%	Reduced
697	CL CPWM LLC Seattle, Washington	$291K	-$177K	1	0.06%	Reduced
698	Twin Tree Management Dallas, Texas	$284K	-$4.55M	1	0%	Reduced
699	ANB Amarillo National Bank Amarillo, Texas	$282K	$0	1	0.13%	Maintained
700	TCM Twin Capital Management Mcmurray, Pennsylvania	$278K	-$5.57M	1	0.02%	Reduced