← 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	BCM Bayesian Capital Management Brooklyn, New York	$1.46M	+$1.41M	2	0.54%	New
552	ORI Oak Ridge Investments Chicago, Illinois	$1.45M	+$110K	1	0.05%	Increased
553	RIM Rainier Investment Management Seattle, Washington	$1.44M	-$1.56M	1	0.29%	Reduced
554	CC ClearArc Capital Cincinnati, Ohio	$1.42M	+$32.2K	1	0.23%	Increased
555	CCG Cypress Capital Group Palm Beach, Florida	$1.42M	+$55.2K	1	0.31%	Increased
556	Fulton Bank Lancaster, Pennsylvania	$1.42M	-$54.5K	1	0.11%	Reduced
557	Atria Investments Charlotte, North Carolina	$1.41M	+$66.1K	2	0.09%	Increased
558	CG Cutler Group San Francisco, California	$1.4M	+$674K	2	0.05%	Increased
559	Curi RMB Capital Chicago, Illinois	$1.39M	-$63.5K	1	0.04%	Reduced
560	Laird Norton Wetherby Wealth Management San Francisco, California	$1.39M	+$72.2K	2	0.24%	Increased
561	IB Intrust Bank Wichita, Kansas	$1.36M	+$124K	2	0.46%	Increased
562	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.36M	+$2.18K	1	0.67%	Increased
563	Huntington National Bank Columbus, Ohio	$1.34M	-$279K	2	0.02%	Reduced
564	WSCM Wellington Shields Capital Management New York	$1.32M	-$8.71K	1	0.22%	Reduced
565	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.32M	$0	2	0.06%	Maintained
566	BlueCrest Capital Management St Helier, Jersey	$1.31M	+$846K	1	0.05%	Increased
567	Ameritas Investment Partners Lincoln, Nebraska	$1.31M	+$8.1K	1	0.06%	Increased
568	ETrade Capital Management Arlington, Virginia	$1.31M	+$1.87K	2	0.05%	Increased
569	AAM Azzad Asset Management Falls Church, Virginia	$1.3M	+$639K	2	0.47%	Increased
570	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.3M	-$413K	1	1.02%	Reduced
571	GCM Glaxis Capital Management Sarasota, Florida	$1.3M	+$1.31M	1	2.54%	New
572	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.29M	-$71.1K	1	1.41%	Reduced
573	RCM RB Capital Management Reno, Nevada	$1.28M	+$44.5K	1	1.11%	Increased
574	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.28M	$0	2	0.53%	Maintained
575	Calamos Wealth Management Naperville, Illinois	$1.28M	-$1M	1	0.18%	Reduced