← 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
1376	TEE Tibra Equities Europe London, United Kingdom	$215K	+$174K	1	0.02%	New
1377	IF IRON Financial Northbrook, Illinois	$214K	-$310K	1	0.14%	Reduced
1378	RIG Renaissance Investment Group Lenox, Massachusetts	$214K	+$209K	1	0.09%	New
1379	JF JSF Financial Los Angeles, California	$213K	+$208K	1	0.24%	New
1380	One Capital Management Westlake Village, California	$211K	+$206K	1	0.04%	New
1381	BWM Baystate Wealth Management Boston, Massachusetts	$210K	-$3.41K	1	0.03%	Reduced
1382	CFA Carroll Financial Associates Charlotte, North Carolina	$210K	+$43.3K	2	0.02%	Increased
1383	Boston Trust Walden Boston, Massachusetts	$208K	+$204K	1	0%	New
1384	RIS Retirement Income Solutions Ann Arbor, Michigan	$208K	+$204K	1	0.12%	New
1385	SLF Sun Life Financial Toronto, Ontario, Canada	$207K	-$120K	1	0.05%	Reduced
1386	Bridgeway Capital Management Houston, Texas	$206K	+$201K	1	0%	New
1387	Busey Bank Urbana, Illinois	$206K	-$54.2K	1	0.02%	Reduced
1388	PTC Petrus Trust Company Dallas, Texas	$206K	+$202K	1	0.04%	New
1389	DA Denali Advisors San Diego, California	$204K	$0	1	0.03%	Maintained
1390	Focus Financial Network Minneapolis, Minnesota	$204K	+$199K	1	0.03%	New
1391	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$203K	+$198K	1	0.1%	New
1392	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$203K	-$254K	1	0.11%	Reduced
1393	AT Arden Trust Wilmington, Delaware	$202K	+$198K	1	0.03%	New
1394	OneDigital Investment Advisors Overland Park, Kansas	$201K	+$97K	2	0.03%	Increased
1395	KCPG Kavar Capital Partners Group Leawood, Kansas	$200K	+$196K	1	0.09%	New
1396	CFGS Concourse Financial Group Securities Birmingham, Alabama	$196K	+$95.1K	3	0.02%	Increased
1397	KC Knuff & Co Foster City, California	$196K	+$71.7K	2	0.15%	Increased
1398	KPW Kore Private Wealth New York	$190K	-$399K	3	0.04%	Reduced
1399	PCA Peddock Capital Advisors Braintree, Massachusetts	$190K	$0	1	0.1%	Maintained
1400	First Horizon Advisors Memphis, Tennessee	$184K	+$78.6K	2	0.01%	Increased