← 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	Shelton Capital Management Denver, Colorado	$472K	-$50.8K	1	0.03%	Reduced
677	NFG Nations Financial Group Cedar Rapids, Iowa	$462K	+$447K	1	0.45%	New
678	Commerce Bank Kansas City, Missouri	$460K	+$50.6K	1	0.01%	Increased
679	CM Crestline Management Fort Worth, Texas	$458K	+$456K	1	0.08%	New
680	PAM Princeton Alpha Management Princeton Junction, New Jersey	$455K	-$1.12M	1	0.15%	Reduced
681	MC Miles Capital West Des Moines, Iowa	$453K	+$155K	1	0.25%	Increased
682	CS Credential Securities Vancouver,	$448K	-$3.88K	2	0.16%	Reduced
683	FRM Fox Run Management Greenwich, Connecticut	$440K	-$714K	1	0.18%	Reduced
684	SSP Sapphire Star Partners Redmond, Washington	$437K	$0	1	0.5%	Maintained
685	CCM Compton Capital Management Providence, Rhode Island	$436K	+$423K	1	0.21%	New
686	LP LGL Partners Philadelphia, Pennsylvania	$432K	-$38.5K	1	0.22%	Reduced
687	TCOV Trust Company of Vermont Brattleboro, Vermont	$432K	+$45.5K	1	0.05%	Increased
688	Waldron Private Wealth Bridgeville, Pennsylvania	$429K	+$443K	1	0.11%	New
689	CCA Checchi Capital Advisers Beverly Hills, California	$428K	+$36K	1	0.05%	Increased
690	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$427K	+$37.9K	3	0.19%	Increased
691	KIG Kessler Investment Group Columbus, Indiana	$423K	-$24.1K	1	0.54%	Reduced
692	GAMCO Investors Greenwich, Connecticut	$422K	-$24K	1	0%	Reduced
693	CL CPWM LLC Seattle, Washington	$419K	+$12.4K	1	0.1%	Increased
694	Sigma Planning Corp Ann Arbor, Michigan	$418K	+$10.9K	1	0.04%	Increased
695	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$412K	-$28.1K	2	0.01%	Reduced
696	Horizon Kinetics New York	$411K	-$82.4K	1	0.01%	Reduced
697	IAM Integre Asset Management New York	$410K	-$4.33M	1	0.24%	Reduced
698	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$405K	+$404K	1	1.05%	New
699	IHL Investment House LLC Redondo Beach, California	$405K	-$59.9K	1	0.06%	Reduced
700	FIM Freedom Investment Management Hartford, Connecticut	$404K	-$19.1K	1	0.02%	Reduced