← 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
1276	CF Centaurus Financial Anaheim, California	$646K	-$92.8K	1	0.13%	Reduced
1277	BCM Bienville Capital Management New York	$645K	+$214K	1	0.13%	Increased
1278	ECG EPIQ Capital Group San Francisco, California	$645K	+$117K	1	0.19%	Increased
1279	PIA Perennial Investment Advisors Los Angeles, California	$645K	+$40.3K	2	0.57%	Increased
1280	Procyon Advisors Shelton, Connecticut	$641K	+$38.4K	2	0.43%	Increased
1281	OIA Optimum Investment Advisors Chicago, Illinois	$640K	+$38.4K	2	0.26%	Increased
1282	Guardian Capital (Canada) Toronto, Ontario, Canada	$636K	+$246K	1	0.02%	Increased
1283	ANB Amarillo National Bank Amarillo, Texas	$635K	$0	1	0.26%	Maintained
1284	Welch & Forbes Boston, Massachusetts	$634K	-$11.3K	1	0.02%	Reduced
1285	Palisade Capital Management Fort Lee, New Jersey	$630K	+$688K	1	0.02%	New
1286	QCM Quest Capital Management Dallas, Texas	$629K	+$140K	1	0.22%	Increased
1287	TFA Teamwork Financial Advisors San Antonio, Texas	$627K	+$396K	2	0.39%	Increased
1288	AT Arden Trust Wilmington, Delaware	$622K	+$98.3K	2	0.12%	Increased
1289	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$621K	-$85.6K	2	0.32%	Reduced
1290	SRC Sage Rhino Capital Menlo Park, California	$620K	+$16.5K	1	0.45%	Increased
1291	LB Legacy Bridge West Des Moines, Iowa	$619K	-$160K	1	0.78%	Reduced
1292	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$619K	+$54.3K	3	0.28%	Increased
1293	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$617K	-$34.3K	1	0.44%	Reduced
1294	1SB 1ST Source Bank South Bend, Indiana	$616K	+$85.9K	1	0.06%	Increased
1295	CQS Credential Qtrade Securities Vancouver,	$612K	+$106K	2	0.1%	Increased
1296	CCG Ceeto Capital Group Coral Gables, Florida	$612K	+$43K	1	0.49%	Increased
1297	MFW Meristem Family Wealth Minnetonka, Minnesota	$612K	+$96.9K	1	0.19%	Increased
1298	BG Berry Group Worcester, Massachusetts	$611K	+$23.7K	1	0.46%	Increased
1299	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$610K	$0	1	0.22%	Maintained
1300	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$610K	-$960K	1	0.5%	Reduced