← 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	D.A. Davidson & Co Great Falls, Montana	$282K	-$13.6K	2	0.01%	Reduced
702	Pinnacle Associates New York	$281K	-$115K	1	0.01%	Reduced
703	WAM Weatherly Asset Management Del Mar, California	$277K	$0	1	0.09%	Maintained
704	Commerce Bank Kansas City, Missouri	$272K	-$3.12K	1	0%	Reduced
705	EWM Edge Wealth Management New York	$271K	+$26K	1	0.12%	Increased
706	Nikko Asset Management Americas New York	$271K	$0	1	0.02%	Maintained
707	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$270K	-$324K	3	0%	Reduced
708	AL Agran Libbie Santa Monica, California	$269K	+$7.02K	1	0.08%	Increased
709	Lincoln National Corp Radnor, Pennsylvania	$269K	+$5.93K	1	0.02%	Increased
710	Horizon Investments Charlotte, North Carolina	$258K	+$282K	1	0.02%	New
711	FO FT Options Chicago, Illinois	$257K	+$281K	1	0.2%	New
712	GVT Genesee Valley Trust Pittsford, New York	$257K	+$266K	1	0.16%	New
713	DG Davidson & Garrard Lynchburg, Virginia	$255K	+$41.2K	1	0.06%	Increased
714	ANB Amarillo National Bank Amarillo, Texas	$254K	$0	1	0.11%	Maintained
715	BCM Bayesian Capital Management Brooklyn, New York	$254K	-$1.43M	1	0.17%	Reduced
716	MC Miles Capital West Des Moines, Iowa	$253K	+$47.4K	1	0.17%	Increased
717	PM Parametrica Management Wanchai, Hong Kong	$253K	-$256K	1	0.7%	Reduced
718	AB Atlas Brown Louisville, Kentucky	$246K	+$269K	1	0.1%	New
719	1SB 1ST Source Bank South Bend, Indiana	$244K	-$19.6K	1	0.03%	Reduced
720	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$238K	+$3.9K	1	0.09%	Increased
721	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$233K	+$255K	1	0.03%	New
722	VFA Voya Financial Advisors Windsor, Connecticut	$233K	-$5.3K	1	0.02%	Reduced
723	CC Courier Capital Buffalo, New York	$231K	+$215K	1	0.05%	New
724	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$230K	+$14.7K	2	0%	Increased
725	BCP Berkeley Capital Partners Milton, Georgia	$228K	+$287K	1	0.16%	New