← 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
826	APA American Portfolios Advisors Holbrook, New York	$986K	+$413K	3	0.13%	Increased
827	CIM CIM Investment Management Pittsburgh, Pennsylvania	$982K	-$23K	1	0.34%	Reduced
828	HCM HMS Capital Management Nashville, Tennessee	$982K	+$722K	2	0.56%	Increased
829	LMR Partners London, United Kingdom	$972K	-$1.89M	1	0.05%	Reduced
830	NIM NuWave Investment Management Parsippany, New Jersey	$960K	+$927K	2	1.25%	New
831	Capital Guardian Trust Los Angeles, California	$952K	-$593K	1	0.01%	Reduced
832	DA DSC Advisors Chicago, Illinois	$948K	+$272K	2	0.15%	Increased
833	BB Bell Bank Fargo, North Dakota	$947K	+$257K	1	0.29%	Increased
834	CF Centaurus Financial Anaheim, California	$945K	+$932K	2	0.13%	New
835	JDR Jay D. Rosenbaum	$943K	-$10.8K	1	1.86%	Reduced
836	FFA First Foundation Advisors Irvine, California	$937K	$0	1	0.06%	Maintained
837	Meridian Wealth Management Lexington, Kentucky	$931K	+$622K	2	0.44%	Increased
838	AWM Avitas Wealth Management Los Angeles, California	$930K	+$869K	1	0.29%	New
839	TA Townsend & Associates Westminster, Colorado	$908K	+$31K	1	1.02%	Increased
840	VR Viridian RIA Bothell, Washington	$907K	+$37K	1	0.44%	Increased
841	Mackenzie Financial Toronto Ontario, Ontario, Canada	$906K	-$14.2M	1	0%	Reduced
842	CAPTRUST Financial Advisors Raleigh, North Carolina	$904K	+$195K	2	0.05%	Increased
843	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$887K	+$383K	1	0.13%	Increased
844	TPWA TRUE Private Wealth Advisors Salem, Oregon	$882K	+$61.5K	1	0.14%	Increased
845	Verition Fund Management Greenwich, Connecticut	$880K	+$593K	1	0.05%	Increased
846	Luther King Capital Management (LKCM) Fort Worth, Texas	$878K	+$497K	1	0.01%	Increased
847	NFG Nations Financial Group Cedar Rapids, Iowa	$873K	$0	1	0.73%	Maintained
848	RC Raine Capital New York	$862K	-$1.04M	1	0.56%	Reduced
849	CCM Compton Capital Management Providence, Rhode Island	$857K	-$31.9K	1	0.36%	Reduced
850	People's United Financial Bridgeport, Connecticut	$853K	-$144K	1	0.02%	Reduced