← 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$507K +$84.8K 1 0.02% Increased
477
Cetera Advisors
Cetera Advisors
Colorado
$484K +$450K 1 0.05% New
478
Atria Investments
Atria Investments
North Carolina
$481K -$18K 2 0.05% Reduced
479
Envestnet Asset Management
Envestnet Asset Management
Illinois
$475K +$63.8K 3 0% Increased
480
First Allied Advisory Services
First Allied Advisory Services
California
$462K +$73.4K 1 0.03% Increased
481
AHC
Adell Harriman & Carpenter
Texas
$462K +$429K 1 0.13% New
482
BOC
Barbara Oil Co
Illinois
$456K $0 1 0.39% Maintained
483
LMR Partners
LMR Partners
United Kingdom
$456K +$424K 1 0.04% New
484
IHL
Investment House LLC
California
$446K $0 1 0.08% Maintained
485
WSA
Wall Street Associates
California
$426K -$83.3K 1 0.04% Reduced
486
Gofen & Glossberg
Gofen & Glossberg
Illinois
$416K +$7.02K 1 0.02% Increased
487
MSU
Maple Securities USA
New Jersey
$398K +$370K 1 0.04% New
488
RMC
Regis Management Company
California
$391K $0 1 0.11% Maintained
489
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$374K $0 1 0.01% Maintained
490
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$371K -$12K 1 0.1% Reduced
491
Wedbush Securities
Wedbush Securities
California
$370K +$57.5K 1 0.06% Increased
492
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$356K +$306K 1 0.05% New
493
Edgewood Management
Edgewood Management
Connecticut
$338K +$96.2K 1 0% Increased
494
NG
NatWest Group
United Kingdom
$333K -$81.9K 1 0.01% Reduced
495
Martingale Asset Management
Martingale Asset Management
Massachusetts
$321K +$313K 1 0.01% New
496
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$321K -$18.9M 1 0.01% Reduced
497
QC
QCM Cayman
Texas
$321K -$246K 1 0.15% Reduced
498
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$315K $0 1 0.15% Maintained
499
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$314K $0 1 0.05% Maintained
500
CIM
Calvert Investment Management
Maryland
$307K $0 1 0.02% Maintained