← 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
876	GH GAM Holding Zurich, Switzerland	$524K	-$9.71M	1	0.02%	Reduced
877	SCI S&CO Inc Boston, Massachusetts	$523K	$0	1	0.07%	Maintained
878	Avantax Planning Partners Dubuque, Iowa	$519K	+$185K	3	0.04%	Increased
879	CB CNB Bank Clearfield, Pennsylvania	$518K	+$109K	1	0.3%	Increased
880	Rafferty Asset Management New York	$515K	-$966K	1	0.01%	Reduced
881	ANB Amarillo National Bank Amarillo, Texas	$513K	+$98.5K	1	0.27%	Increased
882	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$513K	+$436K	2	0.38%	Increased
883	FPFS First Personal Financial Services Charlotte, North Carolina	$511K	-$170K	3	0.11%	Reduced
884	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$509K	-$521K	1	0.19%	Reduced
885	BTNA Bremer Trust National Association St. Cloud, Minnesota	$506K	-$127K	1	0.15%	Reduced
886	Quantbot Technologies New York	$505K	-$1.56M	1	0.04%	Reduced
887	APA American Portfolios Advisors Holbrook, New York	$502K	+$5.47K	2	0.07%	Increased
888	Intact Investment Management Montreal, Quebec, Canada	$500K	-$115K	1	0.02%	Reduced
889	Twin Tree Management Dallas, Texas	$499K	-$2.3M	2	0%	Reduced
890	Circle Wealth Management Summit, New Jersey	$496K	$0	1	0.18%	Maintained
891	SFSIG San Francisco Sentry Investment Group San Francisco, California	$496K	-$9.65K	2	0.14%	Reduced
892	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$494K	-$74.6K	1	0.02%	Reduced
893	GBT Grove Bank & Trust Miami, Florida	$487K	-$2.3K	1	0.22%	Reduced
894	P8IP Pier 88 Investment Partners San Francisco, California	$487K	-$122K	1	0.23%	Reduced
895	NWP Northstar Wealth Partners West Hartford, Connecticut	$483K	$0	1	0.25%	Maintained
896	JT Jump Trading Chicago, Illinois	$478K	-$317K	1	0.05%	Reduced
897	SCA Snowden Capital Advisors New York	$474K	+$12.3K	1	0.07%	Increased
898	Brandywine Global Investment Management Philadelphia, Pennsylvania	$474K	+$178K	1	0%	Increased
899	RFO RiverGlades Family Offices Naples, Florida	$474K	-$115K	1	0.38%	Reduced
900	F.L. Putnam Investment Management Lynnfield, Massachusetts	$467K	+$462K	1	0.04%	New