← 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	Fifth Third Bancorp Cincinnati, Ohio	$722K	-$183K	3	0.01%	Reduced
477	WP WMS Partners Towson, Maryland	$721K	+$674K	1	0.09%	New
478	CL CPWM LLC Seattle, Washington	$679K	-$44.4K	1	0.19%	Reduced
479	AL Airain Ltd St. Peter Port, Guernsey	$677K	+$628K	1	0.04%	New
480	TCTC Holdings Dallas, Texas	$670K	$0	1	0.04%	Maintained
481	EEG E.E. Geduld	$668K	+$620K	1	0.45%	New
482	SIG Schooner Investment Group Wayne, Pennsylvania	$661K	+$620K	1	0.24%	New
483	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$653K	$0	1	0.05%	Maintained
484	Barings Charlotte, North Carolina	$650K	-$485K	2	0.01%	Reduced
485	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$636K	-$33.2K	2	0.02%	Reduced
486	PP PDT Partners New York	$632K	-$4.2M	1	0.02%	Reduced
487	PC Pier Capital Stamford, Connecticut	$619K	+$579K	1	0.09%	New
488	BOC Barbara Oil Co Chicago, Illinois	$605K	$0	1	0.5%	Maintained
489	TIA Tiemann Investment Advisors Menlo Park, California	$600K	+$2.48K	1	0.62%	Increased
490	JC Jetstream Capital Brentwood, Tennessee	$591K	-$40.5K	1	0.04%	Reduced
491	LCM Landscape Capital Management Englewood, New Jersey	$591K	+$553K	1	0.16%	New
492	Bessemer Group Woodbridge, New Jersey	$584K	-$20.4K	2	0%	Reduced
493	First Allied Advisory Services San Diego, California	$576K	-$104K	1	0.04%	Reduced
494	IC Intersect Capital San Ramon, California	$576K	+$472K	1	0.44%	Increased
495	AT Arden Trust Wilmington, Delaware	$574K	+$533K	1	0.08%	New
496	Baker Avenue Asset Management San Francisco, California	$560K	+$11.2K	1	0.07%	Increased
497	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$550K	+$16.8K	1	0.43%	Increased
498	IMS Index Management Solutions Philadelphia, Pennsylvania	$542K	-$6.74K	2	0.41%	Reduced
499	Atria Investments Charlotte, North Carolina	$541K	+$232K	2	0.06%	Increased
500	Gofen & Glossberg Chicago, Illinois	$518K	+$9.3K	1	0.02%	Increased