← 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	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.22M	+$64K	1	0.95%	Increased
477	Cetera Advisors Denver, Colorado	$1.2M	+$46.4K	1	0.11%	Increased
478	CCM Cadence Capital Management Boston, Massachusetts	$1.2M	+$1.14M	1	0.08%	New
479	CWM Concert Wealth Management San Jose, California	$1.19M	+$928K	1	0.16%	Increased
480	Virginia Retirement Systems Richmond, Virginia	$1.19M	+$114K	2	0.02%	Increased
481	Oppenheimer & Co New York	$1.17M	-$495K	1	0.04%	Reduced
482	MAI Capital Management Independence, Ohio	$1.16M	-$36.8K	2	0.09%	Reduced
483	PIM Partner Investment Management San Francisco, California	$1.14M	+$363K	1	1.73%	Increased
484	SFP Santa Fe Partners Santa Fe, New Mexico	$1.14M	+$1.23M	1	0.15%	New
485	WI WBI Investments Red Bank, New Jersey	$1.13M	+$1.08M	1	0.04%	New
486	Scotia Capital Toronto, Ontario, Canada	$1.1M	+$1.12M	1	0.02%	New
487	AT Arden Trust Wilmington, Delaware	$1.09M	+$641K	1	0.09%	Increased
488	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.07M	+$1.1M	1	1.26%	New
489	E. Ohman J:or Asset Management Stockholm, Sweden	$1.06M	$0	2	0.28%	Maintained
490	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.06M	+$16.4K	2	0.09%	Increased
491	AHC Adell Harriman & Carpenter Houston, Texas	$1.06M	+$14.2K	1	0.31%	Increased
492	CC ClearArc Capital Cincinnati, Ohio	$1.05M	-$1.56K	1	0.22%	Reduced
493	MLL Moody Lynn & Lieberson Boston, Massachusetts	$1.05M	+$1.07M	1	0.2%	New
494	WCM Westerly Capital Management San Francisco, California	$1.04M	+$1.06M	1	1.25%	New
495	PineBridge Investments New York	$1.03M	+$980K	2	0.04%	Increased
496	Conning Inc Hartford, Connecticut	$1.03M	-$92.2K	1	0.05%	Reduced
497	DY Dowling & Yahnke San Diego, California	$1.02M	+$206K	1	0.14%	Increased
498	Calamos Wealth Management Naperville, Illinois	$1.01M	-$22K	1	0.24%	Reduced
499	ID Integral Derivatives New York	$1.01M	+$1.03M	1	0.03%	New
500	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$993K	+$617K	1	0.19%	Increased