← 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	TIA Tiemann Investment Advisors Menlo Park, California	$530K	$0	1	0.57%	Maintained
477	Bessemer Group Woodbridge, New Jersey	$527K	+$88K	2	0%	Increased
478	BRWM B. Riley Wealth Management Memphis, Tennessee	$527K	+$525K	1	0.43%	New
479	DY Dowling & Yahnke San Diego, California	$503K	+$144K	1	0.06%	Increased
480	BOC Barbara Oil Co Chicago, Illinois	$492K	$0	1	0.4%	Maintained
481	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$490K	-$1.05M	1	0.04%	Reduced
482	Baker Avenue Asset Management San Francisco, California	$486K	+$483K	1	0.07%	New
483	IMS Index Management Solutions Philadelphia, Pennsylvania	$486K	+$468K	2	0.07%	Increased
484	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$472K	+$449K	1	0.35%	Increased
485	Envestnet Asset Management Chicago, Illinois	$465K	+$17.7K	3	0%	Increased
486	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$459K	+$454K	1	0.1%	New
487	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$459K	-$26.2M	1	0.05%	Reduced
488	Gofen & Glossberg Chicago, Illinois	$451K	+$38.3K	1	0.02%	Increased
489	IHL Investment House LLC Redondo Beach, California	$440K	-$14.7K	1	0.07%	Reduced
490	WA WFG Advisors Dallas, Texas	$431K	+$147K	2	0.09%	Increased
491	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$415K	+$118K	1	0.12%	Increased
492	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$407K	-$272K	1	0.02%	Reduced
493	Laird Norton Wetherby Wealth Management San Francisco, California	$398K	+$29.1K	1	0.1%	Increased
494	Ladenburg Thalmann Financial Services Miami, Florida	$392K	+$32.3K	3	0.01%	Increased
495	Los Angeles Capital Management Los Angeles, California	$391K	+$17.7K	1	0%	Increased
496	PCM Prelude Capital Management New York	$386K	-$596K	1	0.06%	Reduced
497	Segall Bryant & Hamill Chicago, Illinois	$382K	$0	1	0.01%	Maintained
498	Wedbush Securities Los Angeles, California	$378K	-$4.95K	1	0.06%	Reduced
499	Edgewood Management Greenwich, Connecticut	$375K	$0	1	0%	Maintained
500	PHK Point72 Hong Kong Hong Kong	$369K	+$351K	2	0.36%	Increased