← 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	Advisory Services Network Atlanta, Georgia	$8.31M	+$269K	4	0.39%	Increased
727	AWS AJ Wealth Strategies New York	$8.28M	-$2.9M	2	0.84%	Reduced
728	Montag & Associates Atlanta, Georgia	$8.28M	+$2.02M	1	0.67%	Increased
729	1C 1623 Capital Alexandria, Virginia	$8.24M	+$814K	1	4.13%	Increased
730	TD Private Client Wealth New York	$8.24M	+$925K	3	0.46%	Increased
731	Moore Capital Management New York	$8.23M	+$7.43M	2	0.16%	New
732	CCG Cypress Capital Group Palm Beach, Florida	$8.2M	+$156K	1	1.37%	Increased
733	MIM Marco Investment Management Atlanta, Georgia	$8.2M	+$118K	1	1.34%	Increased
734	MIC Means Investment Company Bangor, Maine	$8.19M	+$441K	2	2.25%	Increased
735	Brookfield Corp Toronto, Ontario, Canada	$8.15M	-$9.01M	2	0.04%	Reduced
736	RI Redwood Investments Boston, Massachusetts	$8.13M	-$1.04M	2	0.68%	Reduced
737	HVIA Hudson Valley Investment Advisors Goshen, New York	$8.1M	+$91.7K	1	1.75%	Increased
738	Covington Capital Management Los Angeles, California	$8.08M	+$272K	3	0.4%	Increased
739	DY Dowling & Yahnke San Diego, California	$8.07M	+$232K	2	0.65%	Increased
740	Jones Financial Companies Des Peres, Missouri	$8.05M	+$7.02M	1	0.02%	New
741	CFG Cambridge Financial Group Columbus, Ohio	$8.05M	-$627K	1	4.23%	Reduced
742	Dana Investment Advisors Waukesha, Wisconsin	$8.05M	-$2.27M	2	0.44%	Reduced
743	NPT Nixon Peabody Trust Boston, Massachusetts	$8.04M	-$42K	1	3.7%	Reduced
744	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$8.01M	-$1.97M	2	0.99%	Reduced
745	LCH Lee Capital Holdings New York	$7.92M	+$1.53M	3	4.63%	Increased
746	RIM Redpoint Investment Management Sydney, NSW, Australia	$7.91M	-$8.37M	2	0.85%	Reduced
747	Allstate Corporation Northbrook, Illinois	$7.85M	-$1.17M	2	0.25%	Reduced
748	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$7.75M	+$562K	1	0.75%	Increased
749	Bridgeway Capital Management Houston, Texas	$7.66M	$0	2	0.18%	Maintained
750	SC Sepio Capital Salt Lake City, Utah	$7.63M	-$1.28M	1	0.83%	Reduced