← 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
551	CG Cutler Group San Francisco, California	$801K	+$482K	3	0.05%	Increased
552	MAM Meeder Asset Management Dublin, Ohio	$793K	+$647K	1	0.07%	Increased
553	CIBC World Market Toronto, Ontario, Canada	$776K	-$4.06M	1	0%	Reduced
554	BCM Boltwood Capital Management Walnut Creek, California	$753K	+$13.8K	1	0.66%	Increased
555	ID Integral Derivatives New York	$749K	+$485K	1	0.02%	Increased
556	LCM Logan Capital Management Newtown Square, Pennsylvania	$737K	+$152K	1	0.06%	Increased
557	SBA Seven Bridges Advisors New York	$737K	+$71.8K	1	0.58%	Increased
558	GCA Gideon Capital Advisors New York	$735K	+$685K	1	0.92%	New
559	United Capital Financial Advisors Irving, Texas	$733K	-$966K	2	0.01%	Reduced
560	FFC First Financial Corp Terre Haute, Indiana	$732K	+$145K	1	0.38%	Increased
561	CEP Chicago Equity Partners Chicago, Illinois	$727K	+$166K	1	0.02%	Increased
562	BWM Bernicke Wealth Management Altoona, Wisconsin	$716K	+$52.5K	1	0.66%	Increased
563	MLL Moody Lynn & Lieberson Boston, Massachusetts	$702K	-$830K	1	0.11%	Reduced
564	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$701K	$0	1	0.18%	Maintained
565	Bessemer Group Woodbridge, New Jersey	$691K	+$158K	2	0%	Increased
566	MSI Financial Services Springfield, Massachusetts	$690K	+$154K	3	0.03%	Increased
567	TIA Tiemann Investment Advisors Menlo Park, California	$682K	-$5.92K	1	0.67%	Reduced
568	CIM CIM Investment Management Pittsburgh, Pennsylvania	$678K	-$84.1K	1	0.3%	Reduced
569	Gofen & Glossberg Chicago, Illinois	$678K	-$6.27K	1	0.03%	Reduced
570	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$674K	+$1.45K	1	0.16%	Increased
571	Cetera Advisor Networks El Segundo, California	$662K	+$347K	1	0.04%	Increased
572	Raymond James Trust St. Petersburg, Florida	$659K	-$64.3K	1	0.06%	Reduced
573	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$658K	-$8.63M	1	1.68%	Reduced
574	Wealthspire Advisors (Maryland) Potomac, Maryland	$655K	-$14.2K	3	0.12%	Reduced
575	Baker Avenue Asset Management San Francisco, California	$653K	+$13.1K	1	0.1%	Increased