← 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
451	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$322K	+$281K	1	0.25%	New
452	MFW Meristem Family Wealth Minnetonka, Minnesota	$322K	$0	1	0.15%	Maintained
453	Cambridge Investment Research Advisors Fairfield, Iowa	$320K	+$16.4K	1	0.01%	Increased
454	MWR McAdams Wright Ragen Seattle, Washington	$319K	+$279K	1	0.03%	New
455	OAM Orinda Asset Management Lafayette, California	$317K	+$277K	2	0.99%	New
456	HHGA Halbert Hargrove Global Advisors Long Beach, California	$314K	+$3.86K	1	0.1%	Increased
457	Envestnet Asset Management Chicago, Illinois	$313K	+$49.9K	3	0%	Increased
458	YMRC Yorktown Management & Research Company Forest, Virginia	$311K	$0	1	0.07%	Maintained
459	O'Shaughnessy Asset Management Stamford, Connecticut	$302K	-$99.2K	1	0.01%	Reduced
460	AFC AFT Forsyth & Company West Palm Beach, Florida	$301K	$0	1	0.39%	Maintained
461	Ladenburg Thalmann Financial Services Miami, Florida	$299K	-$6.34K	3	0.01%	Reduced
462	Crestwood Advisors Group Boston, Massachusetts	$297K	$0	1	0.05%	Maintained
463	Great Lakes Advisors Chicago, Illinois	$296K	+$262K	1	0.01%	New
464	Gofen & Glossberg Chicago, Illinois	$290K	-$4.54K	1	0.01%	Reduced
465	PP Paloma Partners Greenwich, Connecticut	$281K	-$400K	1	0.01%	Reduced
466	Virginia Retirement Systems Richmond, Virginia	$281K	-$548K	1	0.01%	Reduced
467	CIM Calvert Investment Management Bethesda, Maryland	$274K	-$19.7K	1	0.03%	Reduced
468	Fifth Third Bancorp Cincinnati, Ohio	$270K	-$386K	3	0%	Reduced
469	Luther King Capital Management (LKCM) Fort Worth, Texas	$268K	+$235K	1	0%	New
470	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$267K	-$4.54K	1	0.07%	Reduced
471	WesBanco Bank Wheeling, West Virginia	$265K	+$232K	1	0.02%	New
472	Hillsdale Investment Management Toronto, Ontario, Canada	$264K	+$279K	1	0.08%	New
473	SIM SSI Investment Management Los Angeles, California	$263K	+$230K	1	0.02%	New
474	PRCM Pine River Capital Management Minnetonka, Minnesota	$261K	+$228K	1	0%	New
475	Barings Charlotte, North Carolina	$258K	+$225K	1	0.01%	New