← 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	FFC First Financial Corp Terre Haute, Indiana	$405K	-$18.4K	1	0.26%	Reduced
777	Heritage Investors Management Corp Bethesda, Maryland	$405K	+$398K	1	0.03%	New
778	ACM Aviance Capital Management Sarasota, Florida	$402K	+$5.06K	1	0.03%	Increased
779	JIP Jaffetilchin Investment Partners Tampa, Florida	$395K	+$389K	1	0.09%	New
780	Avantax Planning Partners Dubuque, Iowa	$393K	+$92K	1	0.03%	Increased
781	Horizon Kinetics New York	$386K	-$45.7K	1	0.01%	Reduced
782	Waldron Private Wealth Bridgeville, Pennsylvania	$380K	+$77.8K	1	0.11%	Increased
783	SFSIG San Francisco Sentry Investment Group San Francisco, California	$379K	+$29.2K	2	0.13%	Increased
784	GVT Genesee Valley Trust Pittsford, New York	$377K	+$1.65K	1	0.15%	Increased
785	Gradient Investments Arden Hills, Minnesota	$377K	-$10.9K	1	0.02%	Reduced
786	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$374K	-$184K	1	0.16%	Reduced
787	GBT Grove Bank & Trust Miami, Florida	$372K	-$83.2K	1	0.18%	Reduced
788	SCA Snowden Capital Advisors New York	$371K	+$20.3K	1	0.06%	Increased
789	RWA Ropes Wealth Advisors Boston, Massachusetts	$370K	+$24.4K	1	0.1%	Increased
790	SFG Summit Financial Group Moorefield, West Virginia	$365K	+$360K	1	0.3%	New
791	CCP Corient Capital Partners Newport Beach, California	$364K	-$2.02K	1	0.07%	Reduced
792	NPC National Planning Corporation El Segundo, California	$364K	+$73.3K	1	0.03%	Increased
793	CL CPWM LLC Seattle, Washington	$363K	-$117K	1	0.09%	Reduced
794	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$361K	$0	1	0.05%	Maintained
795	AWA ARS Wealth Advisors St. Petersburg, Florida	$360K	-$107K	1	0.14%	Reduced
796	HCM Hollencrest Capital Management Newport Beach, California	$359K	-$736K	1	0.05%	Reduced
797	VFA Voya Financial Advisors Windsor, Connecticut	$359K	-$16.7K	1	0.02%	Reduced
798	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$357K	+$79.7K	1	0.08%	Increased
799	BA Birinyi Associates Westport, Connecticut	$355K	$0	1	0.17%	Maintained
800	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$355K	+$336K	1	0.06%	New