← 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
851	Fiduciary Trust Boston, Massachusetts	$849K	+$107K	1	0.03%	Increased
852	GC Globeflex Capital San Diego, California	$848K	-$15K	1	0.17%	Reduced
853	Jupiter Investment Management London, United Kingdom	$845K	+$849K	1	0.01%	New
854	Caxton Associates (New York) New York	$844K	-$129K	2	0.04%	Reduced
855	PMG ProVise Management Group Clearwater, Florida	$840K	+$51K	1	0.06%	Increased
856	BWM Bernicke Wealth Management Altoona, Wisconsin	$837K	+$16.7K	1	0.59%	Increased
857	EFS Essex Financial Services Essex, Connecticut	$837K	+$29.7K	2	0.2%	Increased
858	Plancorp LLC Saint Louis, Missouri	$835K	$0	1	0.33%	Maintained
859	HL Financial Services Louisville, Kentucky	$834K	+$175K	1	0.01%	Increased
860	FCM Ferox Capital Management London, United Kingdom	$833K	$0	1	0.65%	Maintained
861	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$831K	+$15.8K	1	0.19%	Increased
862	ALPS Advisors Denver, Colorado	$829K	+$796K	2	0.01%	New
863	Great Lakes Advisors Chicago, Illinois	$826K	+$479K	2	0.02%	Increased
864	LSCM Light Street Capital Management Palo Alto, California	$818K	-$319K	1	0.06%	Reduced
865	SignatureFD Atlanta, Georgia	$818K	+$217K	3	0.09%	Increased
866	CCA Cobblestone Capital Advisors Rochester, New York	$816K	-$228K	2	0.08%	Reduced
867	CEP Chicago Equity Partners Chicago, Illinois	$812K	+$759K	1	0.02%	New
868	VI Versor Investments New York	$811K	+$121K	1	0.27%	Increased
869	CPA Columbia Pacific Advisors Seattle, Washington	$805K	+$711K	1	0.94%	New
870	KC Kingfisher Capital Charlotte, North Carolina	$794K	-$12K	1	0.5%	Reduced
871	AFNAS American Financial Network Advisory Services Calabasas, California	$793K	-$1.28K	1	0.43%	Reduced
872	DP Dearborn Partners Chicago, Illinois	$767K	-$89.3K	1	0.06%	Reduced
873	PTC Private Trust Company Cleveland, Ohio	$760K	+$37.3K	2	0.16%	Increased
874	PIM Penobscot Investment Management Boston, Massachusetts	$758K	+$10.2K	1	0.18%	Increased
875	BCM Brown Capital Management Baltimore, Maryland	$757K	+$6.12K	1	0.01%	Increased