← 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
1451	GJIC Gamble Jones Investment Counsel Pasadena, California	$343K	+$129K	1	0.03%	Increased
1452	NIM NuWave Investment Management Parsippany, New Jersey	$340K	+$287K	2	0.74%	Increased
1453	AMC Asset Management Corp Northbrook, Illinois	$338K	+$51.4K	1	0.3%	Increased
1454	FineMark National Bank & Trust Fort Myers, Florida	$338K	+$169K	1	0.02%	Increased
1455	SW SlateStone Wealth Jupiter, Florida	$338K	+$368K	1	0.1%	New
1456	HH Hilltop Holdings Dallas, Texas	$336K	-$195K	1	0.08%	Reduced
1457	FNT First Nebraska Trust Lincoln, Nebraska	$335K	$0	1	0.07%	Maintained
1458	GEA Glen Eagle Advisors Kingston, New Jersey	$333K	-$7.74K	2	0.23%	Reduced
1459	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$333K	+$385K	1	0.13%	New
1460	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$331K	$0	1	0.16%	Maintained
1461	HCM Harvey Capital Management Palm Beach, Florida	$331K	$0	1	0.22%	Maintained
1462	CA Calton & Associates Tampa, Florida	$330K	-$267K	1	0.08%	Reduced
1463	PFS Investments Duluth, Georgia	$328K	+$391K	1	0.01%	New
1464	TA TFG Advisers Auburn Hills, Michigan	$328K	-$35K	1	0.26%	Reduced
1465	Capital Wealth Planning Naples, Florida	$320K	+$171	1	0.02%	Increased
1466	FFG Frisch Financial Group Melville, New York	$318K	+$378K	1	0.19%	New
1467	MSR Main Street Research Lakeville, Connecticut	$318K	-$14.9M	1	0.08%	Reduced
1468	HCM Hengehold Capital Management Cincinnati, Ohio	$317K	$0	1	0.07%	Maintained
1469	Maven Securities St Helier, Jersey	$317K	+$378K	1	0.04%	New
1470	HT Heritage Trust Oklahoma City, Oklahoma	$316K	$0	1	0.08%	Maintained
1471	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$313K	+$5.59K	3	0.28%	Increased
1472	GC Gilbert & Cook West Des Moines, Iowa	$310K	+$8.74K	1	0.09%	Increased
1473	IA IFG Advisors St. Louis, Missouri	$310K	+$369K	1	0.31%	New
1474	DIM Delta Investment Management San Francisco, California	$309K	+$9.77K	1	0.24%	Increased
1475	COF Capital One Financial Mclean, Virginia	$308K	+$336K	1	0.05%	New