← 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
1576	CTA Colonial Trust Advisors Spartanburg, South Carolina	$3.5M	+$157K	4	0.24%	Increased
1577	IAM Infusive Asset Management New York	$3.49M	+$3.92M	1	1.59%	New
1578	GAA Guardian Asset Advisors Mechanicsburg, Pennsylvania	$3.48M	+$397K	1	1.61%	Increased
1579	Advent Capital Management New York	$3.47M	$0	1	0.08%	Maintained
1580	AFG American Financial Group Cincinnati, Ohio	$3.47M	-$1.55M	2	1.22%	Reduced
1581	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$3.45M	-$20.4K	2	0.3%	Reduced
1582	STP Science & Technology Partners New York	$3.45M	-$3.13M	3	0.58%	Reduced
1583	ITC Inspire Trust Company Reno, Nevada	$3.45M	+$876K	1	0.47%	Increased
1584	Hancock Whitney Gulfport, Mississippi	$3.43M	-$1.48M	3	0.06%	Reduced
1585	Robertson Stephens Wealth Management San Francisco, California	$3.42M	+$1.87M	3	0.08%	Increased
1586	AMG National Trust Bank Greenwood Village, Colorado	$3.42M	+$2.29M	2	0.07%	Increased
1587	OL one8zero8 LLC Greensboro, North Carolina	$3.41M	+$169K	2	0.68%	Increased
1588	FAS Formuepleje A/S Aarhus C, Denmark	$3.4M	-$28.6M	2	0.27%	Reduced
1589	FC Fulcrum Capital Seattle, Washington	$3.4M	+$3.39M	1	0.69%	New
1590	AFC AFT Forsyth & Company West Palm Beach, Florida	$3.4M	-$194K	2	1.63%	Reduced
1591	HWMC Heritage Wealth Management (California) San Diego, California	$3.39M	+$3.14K	1	1.29%	Increased
1592	SF Sun Financial Midvale, Utah	$3.39M	+$1.59M	2	1.6%	Increased
1593	NL NWAM LLC Mercer Island, Washington	$3.39M	-$551K	3	0.17%	Reduced
1594	QI Qtron Investments Boston, Massachusetts	$3.39M	-$523K	3	0.45%	Reduced
1595	Intesa Sanpaolo SpA. Turin, Italy	$3.39M	-$1.99M	2	0.12%	Reduced
1596	EML Eos Management LP New York	$3.38M	+$3.37M	1	1.34%	New
1597	MO McMillan Office St. Clair Shores, Michigan	$3.37M	-$38.3K	2	0.39%	Reduced
1598	Laurion Capital Management New York	$3.37M	-$3.38M	1	0.09%	Reduced
1599	TIAA-CREF Individual & Institutional Services New York	$3.37M	-$299K	3	0.01%	Reduced
1600	Waldron Private Wealth Bridgeville, Pennsylvania	$3.35M	+$36.3K	3	0.12%	Increased