← 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
976	Tokio Marine Asset Management Tokyo, Japan	$311K	-$179K	1	0.05%	Reduced
977	FPF FNY Partners Fund New York	$308K	+$304K	1	0.17%	New
978	LCP Legacy Capital Partners Milwaukee, Wisconsin	$305K	+$37.3K	1	0.15%	Increased
979	Fiera Capital (Canada) Montreal, Quebec, Canada	$300K	+$38.9K	1	0%	Increased
980	VNA Valley National Advisers Bethlehem, Pennsylvania	$299K	+$150K	2	0.11%	Increased
981	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$298K	+$294K	1	0.27%	New
982	CFA Cahill Financial Advisors Edina, Minnesota	$297K	+$5.74K	1	0.14%	Increased
983	JSP Jackson Square Partners Larkspur, California	$297K	-$18.2K	1	0%	Reduced
984	Luther King Capital Management (LKCM) Fort Worth, Texas	$295K	+$11.5K	1	0%	Increased
985	EIM Essex Investment Management Boston, Massachusetts	$291K	-$126K	1	0.04%	Reduced
986	Welch & Forbes Boston, Massachusetts	$290K	-$22.5K	1	0.01%	Reduced
987	AHB Abner Herrman & Brock Jersey City, New Jersey	$289K	+$285K	1	0.05%	New
988	QCIG Quad-Cities Investment Group Davenport, Iowa	$283K	+$280K	1	0.36%	New
989	PAS Partnervest Advisory Services Santa Barbara, California	$281K	-$36.2K	1	0.13%	Reduced
990	CAS Cue Advisory Services Phoenix, Arizona	$277K	+$274K	1	0.18%	New
991	SG StoneX Group New York	$269K	-$25.5K	1	0.26%	Reduced
992	Alpha Cubed Investments Irvine, California	$268K	-$38.9K	1	0.04%	Reduced
993	CAN Claraphi Advisory Network Aliso Viejo, United States	$268K	+$265K	1	0.19%	New
994	Group One Trading Chicago, Illinois	$267K	-$1.83M	1	0%	Reduced
995	FHA Flagship Harbor Advisors Boston, Massachusetts	$265K	-$54.8K	1	0.08%	Reduced
996	Empirical Finance Havertown, Pennsylvania	$264K	+$191K	1	0.07%	New
997	Crestwood Advisors Group Boston, Massachusetts	$261K	+$5.05K	1	0.02%	Increased
998	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$259K	+$250K	1	0.36%	New
999	HT Heritage Trust Oklahoma City, Oklahoma	$258K	$0	1	0.1%	Maintained
1000	VAM Visionary Asset Management Houston, Texas	$258K	-$5.85K	1	0.08%	Reduced