← 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
576	Advisors Asset Management Monument, Colorado	$352K	+$100K	2	0%	Increased
577	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$351K	-$32.1K	1	0.08%	Reduced
578	Wedbush Securities Los Angeles, California	$349K	-$81.2K	1	0.06%	Reduced
579	BRWM B. Riley Wealth Management Memphis, Tennessee	$348K	+$356K	1	0.28%	New
580	ECP Elk Creek Partners Denver, Colorado	$348K	-$338K	1	0.03%	Reduced
581	RHBC R.H. Bluestein & Co Birmingham, Michigan	$348K	-$125K	1	0.02%	Reduced
582	Jasper Ridge Partners Menlo Park, California	$343K	$0	1	0.02%	Maintained
583	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$342K	-$19.9K	1	0.07%	Reduced
584	Verition Fund Management Greenwich, Connecticut	$342K	+$350K	1	0.06%	New
585	Fuller & Thaler Asset Management San Mateo, California	$337K	+$157K	3	0.01%	Increased
586	FPC Falcon Point Capital San Francisco, California	$336K	+$343K	1	0.11%	New
587	ACM Alta Capital Management Salt Lake City, Utah	$325K	+$333K	1	0.03%	New
588	Caprock Group Boise, Idaho	$324K	$0	1	0.3%	Maintained
589	Squarepoint New York	$322K	+$330K	1	0.1%	New
590	Capital Guardian Trust Los Angeles, California	$316K	$0	2	0%	Maintained
591	DRS Deane Retirement Strategies New Orleans, Louisiana	$316K	-$5.01M	1	0.32%	Reduced
592	FIM Freedom Investment Management Hartford, Connecticut	$315K	+$18.2K	1	0.03%	Increased
593	Shelton Capital Management Denver, Colorado	$311K	+$49.8K	1	0.03%	Increased
594	QC QCM Cayman Houston, Texas	$300K	+$312K	1	0.11%	New
595	WSCM Wellington Shields Capital Management New York	$299K	+$306K	1	0.05%	New
596	WesBanco Bank Wheeling, West Virginia	$294K	$0	1	0.02%	Maintained
597	NAM NTV Asset Management Charleston, West Virginia	$285K	-$28.5K	1	0.08%	Reduced
598	PAIA Park Avenue Institutional Advisers New York	$284K	+$290K	1	0.23%	New
599	CWM Concert Wealth Management San Jose, California	$283K	+$288K	1	0.04%	New
600	Private Advisor Group Morristown, New Jersey	$281K	+$288K	1	0.01%	New