← 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
776	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$50K	-$11.6K	2	0.03%	Reduced
777	Citizens Financial Group Providence, Rhode Island	$49K	+$45.7K	1	0%	New
778	RGI River Global Investors London, United Kingdom	$47K	$0	1	0.03%	Maintained
779	Global X Management Company New York	$37K	+$33.2K	2	0%	Increased
780	DPA Delphi Private Advisors San Diego, California	$34K	$0	1	0.06%	Maintained
781	WA WFG Advisors Dallas, Texas	$34K	-$44.7K	3	0.01%	Reduced
782	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$33K	-$4.41K	2	0.02%	Reduced
783	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$32K	+$30K	1	0.01%	New
784	SIG Stanford Investment Group Mountain View, California	$32K	+$9.64K	1	0.02%	Increased
785	DBT Dubuque Bank & Trust Dubuque, Iowa	$31K	-$2K	1	0.01%	Reduced
786	JIC Joel Isaacson & Co New York	$31K	$0	1	0.01%	Maintained
787	BAM Brave Asset Management Summit, New Jersey	$30K	$0	1	0.02%	Maintained
788	BKA Brick & Kyle Associates Newtown, Pennsylvania	$30K	$0	1	0.03%	Maintained
789	DSC Duncker Streett & Co St. Louis, Missouri	$30K	$0	1	0.01%	Maintained
790	Fuller & Thaler Asset Management San Mateo, California	$30K	-$128K	1	0%	Reduced
791	GP GLG Partners London, United Kingdom	$30K	+$27.8K	1	0%	New
792	SBL Sargent Bickham Lagudis Boulder, Colorado	$30K	+$27.5K	1	0%	New
793	ZB Zions Bancorporation Salt Lake City, Utah	$29K	-$2.13K	2	0.01%	Reduced
794	HMS Hanseatic Management Services Albuquerque, New Mexico	$27K	-$2.64M	1	0.01%	Reduced
795	AP Atwood & Palmer Kansas City, Missouri	$26K	-$48.6K	1	0%	Reduced
796	SIM Sonora Investment Management Tucson, Arizona	$25.6K	$0	1	0.01%	Maintained
797	LWM LBA Wealth Management Jacksonville, Florida	$25K	-$64.7K	1	0.01%	Reduced
798	TFA Transamerica Financial Advisors St. Petersburg, Florida	$24K	-$226K	1	0%	Reduced
799	First Horizon Advisors Memphis, Tennessee	$23K	$0	1	0%	Maintained
800	AA AlphaMark Advisors Ft. Wright, Kentucky	$22K	$0	1	0.01%	Maintained