← 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
751	DA DSC Advisors Chicago, Illinois	$297K	-$118K	1	0.2%	Reduced
752	YMRC Yorktown Management & Research Company Forest, Virginia	$297K	$0	1	0.08%	Maintained
753	AB Atlas Brown Louisville, Kentucky	$295K	+$10.2K	1	0.23%	Increased
754	1SB 1ST Source Bank South Bend, Indiana	$294K	-$17.1K	1	0.03%	Reduced
755	Azimuth Capital Management Bloomfield Hills, Michigan	$294K	-$39.9K	1	0.02%	Reduced
756	ANB Amarillo National Bank Amarillo, Texas	$293K	$0	1	0.1%	Maintained
757	RWA Ropes Wealth Advisors Boston, Massachusetts	$291K	+$112K	1	0.08%	Increased
758	EWM Edge Wealth Management New York	$287K	$0	1	0.1%	Maintained
759	ECP Elk Creek Partners Denver, Colorado	$284K	$0	1	0.02%	Maintained
760	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$280K	-$167K	1	0.09%	Reduced
761	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$280K	-$495K	1	0.05%	Reduced
762	AA Apriem Advisors Irvine, California	$279K	$0	2	0.08%	Maintained
763	NWP Northstar Wealth Partners West Hartford, Connecticut	$278K	+$283K	1	0.26%	New
764	FFEC First Financial Equity Corporation Scottsdale, Arizona	$277K	+$269K	1	0.05%	New
765	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$273K	+$264K	1	0.03%	New
766	Lido Advisors Los Angeles, California	$272K	+$243K	1	0.08%	New
767	Luther King Capital Management (LKCM) Fort Worth, Texas	$267K	+$3.44K	1	0%	Increased
768	BCP Berkeley Capital Partners Milton, Georgia	$264K	-$43.5K	1	0.18%	Reduced
769	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$263K	+$18.9K	2	0%	Increased
770	HWA HCR Wealth Advisors Los Angeles, California	$261K	$0	1	0.13%	Maintained
771	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$261K	-$13.6K	1	0.04%	Reduced
772	Choreo LLC Rockford, Illinois	$260K	+$1.02M	2	0.04%	Increased
773	TDC Thompson Davis & Co Richmond, Virginia	$259K	+$235K	1	0.37%	Increased
774	State of Alaska Department of Revenue Juneau, Alaska	$257K	+$257K	1	0.02%	New
775	Benjamin F. Edwards & Company St. Louis, Missouri	$256K	+$99.7K	2	0.04%	Increased