← 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	MNBTD Moody National Bank Trust Division Galveston, Texas	$679K	$0	1	0.05%	Maintained
527	Wealthfront Palo Alto, California	$662K	+$197K	2	0.03%	Increased
528	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$660K	+$92.2K	1	0.18%	Increased
529	HCM Hollencrest Capital Management Newport Beach, California	$657K	+$110K	1	0.11%	Increased
530	BCM Boltwood Capital Management Walnut Creek, California	$649K	+$74.4K	1	0.69%	Increased
531	Gofen & Glossberg Chicago, Illinois	$644K	+$105K	1	0.03%	Increased
532	TIA Tiemann Investment Advisors Menlo Park, California	$641K	+$3.54K	1	0.7%	Increased
533	Baker Avenue Asset Management San Francisco, California	$629K	+$1.42K	1	0.11%	Increased
534	Ronald Blue & Co Roswell, Georgia	$612K	+$29.5K	2	0.03%	Increased
535	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$605K	-$5.7M	1	0.07%	Reduced
536	PL Parkwood LLC Cleveland, Ohio	$601K	+$614K	1	0.1%	New
537	Laird Norton Wetherby Wealth Management San Francisco, California	$600K	+$54.2K	1	0.15%	Increased
538	CCM Catapult Capital Management New York	$583K	+$596K	1	0.22%	New
539	MAM Mizuho Asset Management Tokyo, Japan	$583K	+$118K	2	0.13%	Increased
540	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$579K	$0	2	0.01%	Maintained
541	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$576K	$0	1	0.05%	Maintained
542	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$562K	$0	1	0.72%	Maintained
543	PEAK6 Group Chicago, Illinois	$551K	+$505K	1	0%	Increased
544	RQS Ramsey Quantitative Systems Louisville, Kentucky	$543K	+$517K	1	0.64%	New
545	WIC Water Island Capital New York	$535K	-$6.28M	1	0.03%	Reduced
546	MFS Monetta Financial Services Wheaton, Illinois	$521K	+$532K	1	0.32%	New
547	IHL Investment House LLC Redondo Beach, California	$516K	$0	1	0.09%	Maintained
548	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$506K	-$67.1K	1	0.45%	Reduced
549	Jupiter Investment Management London, United Kingdom	$493K	+$530K	1	0.01%	New
550	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$484K	-$127K	2	0.08%	Reduced