← 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
476	BA Birinyi Associates Westport, Connecticut	$333K	+$119K	1	0.18%	Increased
477	TCM Texan Capital Management Houston, Texas	$331K	+$321K	1	0.17%	New
478	YMRC Yorktown Management & Research Company Forest, Virginia	$331K	$0	1	0.07%	Maintained
479	MSU Maple Securities USA Jersey City, New Jersey	$322K	+$312K	1	0.02%	New
480	HHGA Halbert Hargrove Global Advisors Long Beach, California	$314K	-$19.8K	1	0.1%	Reduced
481	Parallax Volatility Advisers San Francisco, California	$313K	-$459K	1	0%	Reduced
482	CC Cipher Capital New York	$312K	-$13.8K	1	0.21%	Reduced
483	Brighton Jones LLC Seattle, Washington	$300K	+$283K	1	0.07%	New
484	Crestwood Advisors Group Boston, Massachusetts	$298K	-$17K	1	0.05%	Reduced
485	DF Dent & Co Baltimore, Maryland	$293K	+$277K	1	0.01%	New
486	Fuller & Thaler Asset Management San Mateo, California	$293K	+$74K	2	0.02%	Increased
487	CIM Calvert Investment Management Bethesda, Maryland	$291K	$0	1	0.02%	Maintained
488	Envestnet Asset Management Chicago, Illinois	$291K	-$35.3K	3	0%	Reduced
489	SignatureFD Atlanta, Georgia	$288K	+$215K	2	0.1%	Increased
490	ZCM Zebra Capital Management Stamford, Connecticut	$286K	+$291K	1	0.15%	New
491	Waldron Private Wealth Bridgeville, Pennsylvania	$284K	+$268K	1	0.13%	New
492	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$283K	$0	1	0.07%	Maintained
493	Atria Investments Charlotte, North Carolina	$282K	+$41K	1	0.03%	Increased
494	EEG E.E. Geduld	$280K	-$528K	1	0.14%	Reduced
495	CI Cowen Inc New York	$276K	+$267K	1	0.05%	New
496	RHBC R.H. Bluestein & Co Birmingham, Michigan	$276K	-$166K	1	0.02%	Reduced
497	FAM Formidable Asset Management Cincinnati, Ohio	$274K	+$222K	1	0.18%	Increased
498	JT Jump Trading Chicago, Illinois	$274K	-$105K	1	0.03%	Reduced
499	Hennessy Advisors Inc Novato, California	$263K	+$6.15K	1	0.01%	Increased
500	WA WFG Advisors Dallas, Texas	$261K	-$5.35K	2	0.04%	Reduced