← 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
901	Aristotle Atlantic Partners Sarasota, Florida	$674K	+$135K	1	0.23%	Increased
902	Stratos Wealth Partners Beachwood, Ohio	$673K	+$32.4K	1	0.03%	Increased
903	RGNCM R.G. Niederhoffer Capital Management New York	$668K	-$944K	1	3.84%	Reduced
904	WP WealthSource Partners San Luis Obispo, California	$668K	-$12.8K	1	0.19%	Reduced
905	SM Sciencast Management Princeton, New Jersey	$662K	+$672K	1	0.61%	New
906	DTL Dynamic Technology Lab Singapore	$643K	-$1.32M	1	0.1%	Reduced
907	NAM NorthCoast Asset Management Greenwich, Connecticut	$639K	+$597K	1	0.06%	New
908	Mount Yale Investment Advisors Denver, Colorado	$633K	-$31.4K	2	0.12%	Reduced
909	VNA Valley National Advisers Bethlehem, Pennsylvania	$630K	+$280K	2	0.24%	Increased
910	PC Pier Capital Stamford, Connecticut	$626K	+$67.7K	1	0.09%	Increased
911	Colony Group Boston, Massachusetts	$615K	+$91.5K	1	0.03%	Increased
912	PI Parkside Investments Deerfield, Illinois	$614K	+$191K	1	0.3%	Increased
913	Fiera Capital (Canada) Montreal, Quebec, Canada	$606K	+$279K	2	0%	Increased
914	ANB Amarillo National Bank Amarillo, Texas	$602K	$0	1	0.31%	Maintained
915	EWM Edge Wealth Management New York	$596K	+$128K	2	0.15%	Increased
916	Smithfield Trust Pittsburgh, Pennsylvania	$589K	+$363K	2	0.07%	Increased
917	Intact Investment Management Montreal, Quebec, Canada	$587K	$0	1	0.02%	Maintained
918	SCI S&CO Inc Boston, Massachusetts	$587K	-$25.5K	1	0.07%	Reduced
919	SP SWS Partners Columbus, Ohio	$587K	+$568K	2	0.41%	Increased
920	CHAM Clear Harbor Asset Management Stamford, Connecticut	$585K	+$63.8K	1	0.11%	Increased
921	BCWM Blue Chip Wealth Management Miami Beach, Florida	$578K	+$263K	1	0.63%	Increased
922	NFG Next Financial Group Houston, Texas	$576K	-$296K	1	0.22%	Reduced
923	HBK Sorce Advisory Erie, Pennsylvania	$573K	+$136K	1	0.07%	Increased
924	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$569K	+$532K	1	0.03%	New
925	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$566K	-$88.8K	2	0.39%	Reduced