← 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
1326	SP Sherman Porfolios Coeur D'alene, Idaho	$5M	-$92.4K	2	0.39%	Reduced
1327	BSC Brown Shipley & Co London, United Kingdom	$4.99M	+$98.3K	1	2.59%	Increased
1328	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$4.99M	-$550K	1	0.41%	Reduced
1329	GAAM Guinness Atkinson Asset Management Pasadena, California	$4.99M	-$119K	1	2.24%	Reduced
1330	BL BFSG LLC Irvine, California	$4.98M	-$2.82M	4	0.44%	Reduced
1331	NFG Nations Financial Group Cedar Rapids, Iowa	$4.98M	-$1.13M	3	0.24%	Reduced
1332	KFA Kapstone Financial Advisors Lebanon, Ohio	$4.97M	+$263K	1	2.08%	Increased
1333	SHGA Sand Hill Global Advisors Palo Alto, California	$4.96M	-$10.8K	2	0.15%	Reduced
1334	RFM Royal Fund Management Lady Lake, Florida	$4.95M	-$36.3K	1	0.41%	Reduced
1335	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$4.95M	+$1.22M	3	0.56%	Increased
1336	SB Simmons Bank Pine Bluff, Arkansas	$4.94M	-$51.6K	3	0.28%	Reduced
1337	VWM Vivid Wealth Management West Des Moines, Iowa	$4.93M	+$2.93M	2	1.73%	Increased
1338	DV Trading Chicago, Illinois	$4.92M	+$305K	2	0.16%	Increased
1339	IC Inscription Capital Houston, Texas	$4.91M	+$1.01M	4	0.44%	Increased
1340	QIM Quest Investment Management Lake Oswego, Oregon	$4.91M	-$4.86M	1	0.57%	Reduced
1341	LAI Legal Advantage Investments Los Altos Hills, California	$4.9M	-$1.33M	1	1.72%	Reduced
1342	Busey Bank Urbana, Illinois	$4.89M	+$160K	2	0.12%	Increased
1343	WB Webster Bank Waterbury, Connecticut	$4.88M	-$1.41M	3	0.42%	Reduced
1344	JPWM Jamison Private Wealth Management Milton, Georgia	$4.87M	+$306K	3	0.49%	Increased
1345	Capital Markets Trading (UK) London, United Kingdom	$4.87M	+$3.09M	3	0.05%	Increased
1346	MYA Meiji Yasuda America New York	$4.86M	+$1.09M	1	0.81%	Increased
1347	FNT First Nebraska Trust Lincoln, Nebraska	$4.86M	+$260K	1	0.39%	Increased
1348	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$4.84M	+$692K	3	0.88%	Increased
1349	PA PFG Advisors Phoenix, Arizona	$4.83M	+$67.2K	3	0.24%	Increased
1350	AC AXQ Capital Jersey City, New Jersey	$4.82M	+$321K	3	0.52%	Increased