← 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	ICOA Investment Centers of America Bismarck, North Dakota	$256K	-$21.9K	1	0.02%	Reduced
777	Lincoln National Corp Radnor, Pennsylvania	$256K	+$248K	1	0.01%	New
778	Soros Fund Management New York	$256K	+$248K	1	0.01%	New
779	GBT Grove Bank & Trust Miami, Florida	$250K	-$105K	1	0.21%	Reduced
780	CC Cedar Capital Barrington, Illinois	$248K	-$95.5K	1	0.1%	Reduced
781	PL Parkwood LLC Cleveland, Ohio	$246K	-$25.9K	1	0.03%	Reduced
782	PineBridge Investments New York	$245K	-$322K	1	0.01%	Reduced
783	Banco Santander Madrid, Spain	$240K	-$28K	1	0.01%	Reduced
784	WAM Weatherly Asset Management Del Mar, California	$239K	-$61K	1	0.07%	Reduced
785	Capital International Inc Los Angeles, California	$238K	$0	1	0.03%	Maintained
786	Crestwood Advisors Group Boston, Massachusetts	$234K	+$214K	2	0.02%	New
787	CCA Cobblestone Capital Advisors Rochester, New York	$228K	+$221K	1	0.03%	New
788	AIM Acrospire Investment Management Chicago, Illinois	$224K	+$89.8K	3	0.19%	Increased
789	Glenview Trust Louisville, Kentucky	$224K	+$217K	1	0.02%	New
790	WCA Westover Capital Advisors Wilmington, Delaware	$224K	+$217K	1	0.15%	New
791	HRT Financial New York	$222K	+$222K	1	0.21%	New
792	IC Intersect Capital San Ramon, California	$221K	-$491K	1	0.19%	Reduced
793	Simplicity Solutions Minneapolis, Minnesota	$220K	+$216K	1	0.03%	New
794	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$219K	+$212K	1	0.69%	New
795	Homrich & Berg Atlanta, Georgia	$219K	+$212K	1	0.02%	New
796	Welch & Forbes Boston, Massachusetts	$219K	+$213K	1	0.01%	New
797	PAS Partnervest Advisory Services Santa Barbara, California	$218K	+$211K	1	0.1%	New
798	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$216K	+$210K	1	0.01%	New
799	Wilmington Savings Fund Society Wilmington, Delaware	$214K	+$208K	1	0.01%	New
800	Cetera Advisors Denver, Colorado	$212K	+$208K	1	0.01%	New