← 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	TIA Tiemann Investment Advisors Menlo Park, California	$731K	+$7.81K	1	0.74%	Increased
577	Gofen & Glossberg Chicago, Illinois	$727K	$0	1	0.03%	Maintained
578	Laird Norton Wetherby Wealth Management San Francisco, California	$723K	+$45.8K	1	0.17%	Increased
579	Boothbay Fund Management New York	$718K	+$715K	1	0.32%	New
580	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$718K	$0	1	0.07%	Maintained
581	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$715K	+$712K	1	0.14%	New
582	BWM Bernicke Wealth Management Altoona, Wisconsin	$700K	+$697K	1	0.68%	New
583	SBA Seven Bridges Advisors New York	$700K	+$698K	1	0.7%	New
584	PIM Partner Investment Management San Francisco, California	$697K	-$694K	1	1.14%	Reduced
585	DTL Dynamic Technology Lab Singapore	$686K	+$385K	2	0.21%	Increased
586	Baker Avenue Asset Management San Francisco, California	$679K	-$31.2K	1	0.1%	Reduced
587	PL Parkwood LLC Cleveland, Ohio	$679K	$0	1	0.11%	Maintained
588	Bessemer Group Woodbridge, New Jersey	$644K	+$136K	2	0%	Increased
589	Stratos Wealth Partners Beachwood, Ohio	$643K	+$640K	1	0.05%	New
590	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$635K	$0	1	0.8%	Maintained
591	ECP Elk Creek Partners Denver, Colorado	$631K	-$129K	1	0.04%	Reduced
592	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$622K	-$45.2K	2	0.02%	Reduced
593	Swiss Life Asset Management Zurich,	$616K	+$614K	1	0.03%	New
594	ABFS Appropriate Balance Financial Services Bellevue, Washington	$616K	+$614K	1	0.43%	New
595	FFC First Financial Corp Terre Haute, Indiana	$611K	+$169K	1	0.32%	Increased
596	SFI SPC Financial Inc Rockville, Maryland	$611K	+$609K	1	0.24%	New
597	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$610K	-$206K	1	0.17%	Reduced
598	IB Intrust Bank Wichita, Kansas	$604K	+$258K	1	0.23%	Increased
599	Horizon Kinetics New York	$598K	-$173K	1	0.01%	Reduced
600	FP FDO Partners Cambridge, Massachusetts	$592K	+$589K	1	0.34%	New