← 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	Quadrature Capital London, United Kingdom	$747K	-$1.61M	1	0.07%	Reduced
577	TW Transform Wealth Greenwood Village, Colorado	$739K	+$808K	1	0.32%	New
578	Raymond James Trust St. Petersburg, Florida	$731K	+$74.1K	1	0.06%	Increased
579	Calamos Wealth Management Naperville, Illinois	$721K	-$325K	1	0.12%	Reduced
580	NB Nicolet Bankshares Green Bay, Wisconsin	$710K	+$442K	1	0.41%	Increased
581	MCM Murphy Capital Management Bedminster, New Jersey	$702K	+$125K	1	0.11%	Increased
582	CA Cornerstone Advisors Asheville, North Carolina	$699K	$0	1	0.18%	Maintained
583	BWM Bernicke Wealth Management Altoona, Wisconsin	$693K	-$3.51K	1	0.6%	Reduced
584	SBA Seven Bridges Advisors New York	$692K	+$20K	1	0.61%	Increased
585	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$678K	$0	1	0.19%	Maintained
586	QAM Quantres Asset Management Cayman, Cayman Islands	$678K	-$250K	1	0.42%	Reduced
587	Hills Bank & Trust North Liberty, Iowa	$673K	+$76K	1	0.24%	Increased
588	LCM Logan Capital Management Newtown Square, Pennsylvania	$673K	$0	1	0.05%	Maintained
589	Fifth Third Bancorp Cincinnati, Ohio	$669K	+$71.5K	3	0.01%	Increased
590	BUB BBVA USA Bancshares Houston, Texas	$668K	+$36K	2	0.05%	Increased
591	TIA Tiemann Investment Advisors Menlo Park, California	$663K	-$7.8K	1	0.61%	Reduced
592	Gofen & Glossberg Chicago, Illinois	$656K	-$12.7K	1	0.03%	Reduced
593	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$656K	$0	1	0.06%	Maintained
594	GCA Gideon Capital Advisors New York	$644K	-$1.21M	1	0.39%	Reduced
595	NCIM New Century Investment Management Southfield, Michigan	$643K	-$517K	1	0.56%	Reduced
596	QI Quotient Investors New York	$642K	$0	1	0.42%	Maintained
597	CM Crestline Management Fort Worth, Texas	$639K	+$698K	1	0.08%	New
598	RQS Ramsey Quantitative Systems Louisville, Kentucky	$638K	+$660K	1	0.7%	New
599	AIS AlphaOne Investment Services West Chester, Pennsylvania	$635K	+$632K	2	0.21%	New
600	CIM CIM Investment Management Pittsburgh, Pennsylvania	$633K	-$48.4K	1	0.24%	Reduced