← 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
526	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$626K	+$366K	2	0.1%	Increased
527	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$616K	$0	1	0.05%	Maintained
528	JT Jump Trading Chicago, Illinois	$609K	+$622K	1	0.01%	New
529	Ronald Blue & Co Roswell, Georgia	$603K	-$179K	2	0.03%	Reduced
530	WSA Wall Street Associates Lajolla, California	$599K	-$108K	1	0.06%	Reduced
531	IMS Index Management Solutions Philadelphia, Pennsylvania	$585K	+$31.7K	2	0.55%	Increased
532	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$579K	-$34.7K	2	0.01%	Reduced
533	BCM Boltwood Capital Management Walnut Creek, California	$578K	+$591K	1	0.57%	New
534	3NC 300 North Capital Pasadena, California	$577K	-$10.7M	1	3.53%	Reduced
535	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$573K	$0	1	0.47%	Maintained
536	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$571K	+$57K	1	0.14%	Increased
537	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$564K	-$468K	1	0.64%	Reduced
538	Twin Tree Management Dallas, Texas	$562K	+$575K	1	0.01%	New
539	BOC Barbara Oil Co Chicago, Illinois	$555K	$0	1	0.46%	Maintained
540	HCM Hollencrest Capital Management Newport Beach, California	$552K	-$320K	1	0.08%	Reduced
541	Laird Norton Wetherby Wealth Management San Francisco, California	$549K	+$40.9K	1	0.13%	Increased
542	Gofen & Glossberg Chicago, Illinois	$543K	+$2.92K	1	0.02%	Increased
543	GC Globeflex Capital San Diego, California	$536K	+$563K	1	0.1%	New
544	Magnetar Financial Evanston, Illinois	$532K	-$1.71M	2	0.01%	Reduced
545	SIG Schooner Investment Group Wayne, Pennsylvania	$529K	-$178K	1	0.25%	Reduced
546	Bessemer Group Woodbridge, New Jersey	$525K	-$45K	2	0%	Reduced
547	IHL Investment House LLC Redondo Beach, California	$517K	$0	1	0.08%	Maintained
548	DP Dearborn Partners Chicago, Illinois	$512K	-$603K	1	0.05%	Reduced
549	TNAM Terra Nova Asset Management New York	$496K	+$507K	1	0.41%	New
550	MAM Mizuho Asset Management Tokyo, Japan	$475K	+$129K	2	0.11%	Increased