← 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
701	Apex Capital Management Dayton, Ohio	$245K	+$234K	1	0.01%	New
702	ID Integral Derivatives New York	$243K	-$895K	1	0.01%	Reduced
703	RIA RPG Investment Advisory Pleasanton, California	$243K	+$243K	1	0.09%	New
704	DA DSC Advisors Chicago, Illinois	$242K	+$241K	1	0.13%	New
705	WAM Weatherly Asset Management Del Mar, California	$242K	+$232K	1	0.09%	New
706	Wilmington Savings Fund Society Wilmington, Delaware	$237K	-$3.12K	1	0.01%	Reduced
707	CI CAZ Investments Houston, Texas	$235K	$0	1	0.33%	Maintained
708	CPA Columbia Pacific Advisors Seattle, Washington	$235K	+$234K	1	0.22%	New
709	MIC MU Investments Company Tokyo, Japan	$235K	-$33K	1	0.14%	Reduced
710	GLI Guardian Life Insurance New York	$232K	-$51.9K	1	0.02%	Reduced
711	MUS Mitsubishi UFJ Securities Tokyo, Japan	$232K	+$125K	1	0.34%	Increased
712	FineMark National Bank & Trust Fort Myers, Florida	$230K	-$4.24K	2	0.03%	Reduced
713	TF Tompkins Financial Ithaca, New York	$228K	+$6.95K	1	0.07%	Increased
714	AB Atlas Brown Louisville, Kentucky	$226K	+$262K	1	0.14%	New
715	Advisory Services Network Atlanta, Georgia	$224K	+$92.9K	2	0.07%	Increased
716	DG Davidson & Garrard Lynchburg, Virginia	$224K	+$223K	1	0.06%	New
717	AA Apriem Advisors Irvine, California	$223K	+$15.6K	1	0.08%	Increased
718	PHK Point72 Hong Kong Hong Kong	$222K	+$72K	3	0.74%	Increased
719	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$221K	+$220K	1	0.03%	New
720	BA Birinyi Associates Westport, Connecticut	$220K	-$289K	1	0.14%	Reduced
721	AIM Assured Investment Management New York	$219K	-$2.65M	1	0%	Reduced
722	Simplicity Solutions Minneapolis, Minnesota	$218K	+$217K	1	0.03%	New
723	BCM Beck Capital Management Austin, Texas	$216K	+$215K	1	0.13%	New
724	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$214K	+$233K	1	0.17%	New
725	Glenview Trust Louisville, Kentucky	$213K	+$212K	1	0.02%	New