← 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	Wealthfront Palo Alto, California	$776K	+$171K	1	0.02%	Increased
577	BWM Bernicke Wealth Management Altoona, Wisconsin	$775K	+$5.18K	1	0.7%	Increased
578	Baker Avenue Asset Management San Francisco, California	$757K	+$53.4K	1	0.11%	Increased
579	CIM CIM Investment Management Pittsburgh, Pennsylvania	$754K	+$24.3K	1	0.31%	Increased
580	LCM Logan Capital Management Newtown Square, Pennsylvania	$754K	+$27.5K	1	0.06%	Increased
581	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$754K	$0	1	0.19%	Maintained
582	Segall Bryant & Hamill Chicago, Illinois	$753K	+$304K	2	0.02%	Increased
583	Wedbush Securities Los Angeles, California	$751K	+$123K	1	0.12%	Increased
584	SBA Seven Bridges Advisors New York	$750K	-$41.8K	1	0.64%	Reduced
585	TIA Tiemann Investment Advisors Menlo Park, California	$746K	+$11.8K	1	0.7%	Increased
586	Gofen & Glossberg Chicago, Illinois	$743K	+$13.7K	1	0.03%	Increased
587	Raymond James Trust St. Petersburg, Florida	$738K	+$29.4K	1	0.07%	Increased
588	Cetera Advisor Networks El Segundo, California	$721K	+$9.18K	1	0.04%	Increased
589	QI Quotient Investors New York	$715K	+$706K	1	0.34%	New
590	BRA Blue Rock Advisors Wayzata, Minnesota	$712K	+$460K	1	6.88%	Increased
591	RA Rational Advisors Huntington, New York	$698K	+$715K	1	0.48%	New
592	IB Intrust Bank Wichita, Kansas	$695K	-$251K	1	0.28%	Reduced
593	Wealthspire Advisors (Maryland) Potomac, Maryland	$685K	-$14.6K	2	0.11%	Reduced
594	CEP Chicago Equity Partners Chicago, Illinois	$678K	-$41.1K	1	0.02%	Reduced
595	GS GAM Systematic Cambridge, United Kingdom	$676K	+$304K	1	0.16%	Increased
596	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$674K	-$51.3K	1	0.13%	Reduced
597	Hills Bank & Trust North Liberty, Iowa	$671K	+$13.3K	1	0.25%	Increased
598	Group One Trading Chicago, Illinois	$664K	-$2.62M	1	0.01%	Reduced
599	Private Advisor Group Morristown, New Jersey	$664K	+$77.5K	1	0.03%	Increased
600	CG Cutler Group San Francisco, California	$661K	-$235K	2	0.03%	Reduced