← 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
1151	SIG Sky Investment Group Hartford, Connecticut	$599K	+$30.6K	1	0.21%	Increased
1152	CB CNB Bank Clearfield, Pennsylvania	$598K	-$51.4K	2	0.51%	Reduced
1153	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$598K	+$155K	1	0.18%	Increased
1154	CC Cannell & Co New York	$596K	$0	1	0.02%	Maintained
1155	MC Miles Capital West Des Moines, Iowa	$591K	-$116K	1	0.48%	Reduced
1156	SCI S&CO Inc Boston, Massachusetts	$591K	$0	1	0.06%	Maintained
1157	SIM SSI Investment Management Los Angeles, California	$591K	-$2.51K	2	0.04%	Reduced
1158	HM Payson & Co Portland, Maine	$588K	+$602K	2	0.02%	New
1159	JMH J.M. Hartwell New York	$584K	+$603K	1	0.11%	New
1160	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$583K	+$29.7K	2	0.05%	Increased
1161	FIM Freedom Investment Management Hartford, Connecticut	$579K	-$20.7K	1	0.05%	Reduced
1162	Wilmington Savings Fund Society Wilmington, Delaware	$577K	+$30.6K	1	0.03%	Increased
1163	LC Lourd Capital Beverly Hills, California	$576K	+$10.5K	2	0.05%	Increased
1164	BCM Beck Capital Management Austin, Texas	$568K	+$544K	1	0.3%	New
1165	Buckingham Strategic Wealth Clayton, Missouri	$564K	+$78.5K	1	0.06%	Increased
1166	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$564K	+$5.01K	1	0.06%	Increased
1167	QI Qtron Investments Boston, Massachusetts	$563K	-$1.25K	1	0.35%	Reduced
1168	Park Avenue Securities New York	$556K	+$43.4K	1	0.06%	Increased
1169	IIA IPG Investment Advisors San Diego, California	$555K	-$231K	1	0.2%	Reduced
1170	CAM Concorde Asset Management Ann Arbor, Michigan	$549K	-$11K	1	0.32%	Reduced
1171	Skye Global Management West Palm Beach, Florida	$549K	-$28.1M	1	0.06%	Reduced
1172	Welch & Forbes Boston, Massachusetts	$547K	-$89K	1	0.01%	Reduced
1173	WBC West Branch Capital Amherst, Massachusetts	$547K	+$322K	1	0.45%	Increased
1174	SFG Summit Financial Group Moorefield, West Virginia	$546K	-$16.9K	1	0.25%	Reduced
1175	Quantinno Capital Management New York	$542K	-$332K	1	0.32%	Reduced