← 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	Raymond James Trust St. Petersburg, Florida	$615K	+$48.8K	1	0.05%	Increased
677	IPAM ICICI Prudential Asset Management Mumbai, India	$608K	-$139K	1	2.67%	Reduced
678	Global X Management Company New York	$608K	+$173K	2	0.02%	Increased
679	QI Quotient Investors New York	$606K	+$610K	1	0.43%	New
680	PWP Private Wealth Partners Mill Valley, California	$593K	+$596K	1	0.13%	New
681	SCM Southport Capital Management Chattanooga, Tennessee	$593K	-$8.71K	1	0.26%	Reduced
682	State of Alaska Department of Revenue Juneau, Alaska	$591K	+$259K	1	0.04%	Increased
683	D.A. Davidson & Co Great Falls, Montana	$589K	+$11.9K	1	0.01%	Increased
684	First Citizens Bank & Trust Raleigh, North Carolina	$575K	+$578K	1	0.07%	New
685	JDR Jay D. Rosenbaum	$572K	+$72.3K	1	1.13%	Increased
686	BTNA Bremer Trust National Association St. Cloud, Minnesota	$569K	-$175K	1	0.16%	Reduced
687	NFG Nations Financial Group Cedar Rapids, Iowa	$563K	+$78.4K	1	0.46%	Increased
688	NFG Next Financial Group Houston, Texas	$562K	+$35.8K	1	0.14%	Increased
689	ALPS Advisors Denver, Colorado	$560K	+$1.35K	1	0%	Increased
690	DTL Dynamic Technology Lab Singapore	$554K	+$218K	1	0.1%	Increased
691	Covington Capital Management Los Angeles, California	$552K	+$152K	1	0.04%	Increased
692	CCM Compton Capital Management Providence, Rhode Island	$546K	+$88K	1	0.25%	Increased
693	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$535K	+$120K	1	0.1%	Increased
694	FWM Frontier Wealth Management Kansas City, Missouri	$528K	+$157K	1	0.08%	Increased
695	IFWM Institute for Wealth Management Denver, Colorado	$528K	+$513K	2	0.15%	New
696	Intact Investment Management Montreal, Quebec, Canada	$528K	+$531K	1	0.02%	New
697	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$520K	-$435K	1	0.23%	Reduced
698	TPWA TRUE Private Wealth Advisors Salem, Oregon	$520K	+$11K	1	0.12%	Increased
699	IDBONY Israel Discount Bank of New York New York	$518K	-$265K	1	0.42%	Reduced
700	MC Montag & Caldwell Atlanta, Georgia	$514K	-$375K	1	0.02%	Reduced