← 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
726	CCM Compton Capital Management Providence, Rhode Island	$589K	$0	1	0.26%	Maintained
727	CB Chemical Bank Detroit, Michigan	$581K	+$166K	1	0.06%	Increased
728	Marshall Wace London, United Kingdom	$577K	-$166K	1	0.03%	Reduced
729	Alpha Cubed Investments Irvine, California	$573K	+$113K	1	0.09%	Increased
730	BTNA Bremer Trust National Association St. Cloud, Minnesota	$573K	-$40K	1	0.16%	Reduced
731	Intact Investment Management Montreal, Quebec, Canada	$570K	$0	1	0.02%	Maintained
732	TPWA TRUE Private Wealth Advisors Salem, Oregon	$561K	$0	1	0.13%	Maintained
733	NFG Next Financial Group Houston, Texas	$559K	-$66K	2	0.16%	Reduced
734	LSA L & S Advisors Los Angeles, California	$555K	-$8.23M	1	0.09%	Reduced
735	Castleark Management Chicago, Illinois	$541K	+$43.4K	1	0.02%	Increased
736	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$538K	+$52.5K	2	0.37%	Increased
737	Shelton Capital Management Denver, Colorado	$535K	-$18.4K	1	0.04%	Reduced
738	Tokio Marine Asset Management Tokyo, Japan	$534K	-$151K	1	0.08%	Reduced
739	CS Credential Securities Vancouver,	$532K	-$15.9K	2	0.14%	Reduced
740	IDBONY Israel Discount Bank of New York New York	$529K	-$29.4K	1	0.4%	Reduced
741	MC Montag & Caldwell Atlanta, Georgia	$522K	-$9.11K	1	0.02%	Reduced
742	CEP Chicago Equity Partners Chicago, Illinois	$518K	$0	1	0.02%	Maintained
743	Bessemer Group Woodbridge, New Jersey	$514K	-$46.6K	2	0%	Reduced
744	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$507K	+$1.58K	3	0.22%	Increased
745	PMG ProVise Management Group Clearwater, Florida	$498K	$0	1	0.07%	Maintained
746	SSP Sapphire Star Partners Redmond, Washington	$495K	$0	1	0.64%	Maintained
747	BIG Bellwether Investment Group Chattanooga, Tennessee	$491K	+$25.9K	1	2.31%	Increased
748	FPFS First Personal Financial Services Charlotte, North Carolina	$489K	-$342	3	0.1%	Reduced
749	EAMA EFG Asset Management (Americas) Miami, Florida	$480K	+$116K	1	0.18%	Increased
750	PM Parametrica Management Wanchai, Hong Kong	$479K	+$160K	1	0.2%	Increased