← 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
426	Wolverine Asset Management Chicago, Illinois	$3.03M	+$3.17M	1	0.05%	New
427	GL GLG LLC New York	$3M	-$2.38M	1	0.23%	Reduced
428	OI Oakbrook Investments Lisle, Illinois	$2.98M	-$840K	1	0.17%	Reduced
429	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.94M	+$205K	2	3.06%	Increased
430	EIM Essex Investment Management Boston, Massachusetts	$2.83M	-$2.99M	1	0.47%	Reduced
431	KeyBank National Association Cleveland, Ohio	$2.79M	+$291K	3	0.02%	Increased
432	Creative Planning Overland Park, Kansas	$2.75M	+$96.1K	3	0.02%	Increased
433	RBA Richard Bernstein Advisors New York	$2.66M	$0	1	0.25%	Maintained
434	Norinchukin Bank Tokyo, Japan	$2.65M	+$81.5K	1	0.06%	Increased
435	SCA Snowden Capital Advisors New York	$2.62M	+$2.04M	1	0.79%	Increased
436	Perigon Wealth Management San Francisco, California	$2.53M	+$893K	1	0.67%	Increased
437	Oppenheimer & Co New York	$2.49M	-$396K	1	0.07%	Reduced
438	LMR Partners London, United Kingdom	$2.45M	+$2.42M	1	0.38%	New
439	CBT Central Bank & Trust Lexington, Kentucky	$2.44M	-$80.6K	1	0.7%	Reduced
440	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.42M	+$222K	1	0.17%	Increased
441	Tower Research Capital (TRC) New York	$2.42M	+$2.09M	2	0.23%	Increased
442	CAM CG Asset Management New York	$2.41M	-$804K	1	0.97%	Reduced
443	FMT First Mercantile Trust Cordova, Tennessee	$2.38M	+$342K	3	0.3%	Increased
444	BAS Brown Advisory Securities Baltimore, Maryland	$2.37M	-$56.8K	1	0.74%	Reduced
445	Commonwealth Equity Services Waltham, Massachusetts	$2.36M	-$9.65K	1	0.02%	Reduced
446	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.36M	+$314K	1	3.2%	Increased
447	Emerald Advisers Leola, Pennsylvania	$2.35M	-$21.1K	1	0.11%	Reduced
448	SW SVB Wealth Boston, Massachusetts	$2.35M	+$648K	2	0.1%	Increased
449	Meiji Yasuda Life Insurance Tokyo, Japan	$2.33M	-$141K	2	0.37%	Reduced
450	Evercore Wealth Management New York	$2.32M	-$21.7K	1	0.1%	Reduced