← 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	TNAM Terra Nova Asset Management New York	$848K	+$125K	1	1.71%	Increased
577	Tower Research Capital (TRC) New York	$841K	+$678K	3	0.09%	Increased
578	CWM Concert Wealth Management San Jose, California	$840K	-$429K	1	0.19%	Reduced
579	HCM Hahn Capital Management Walnut Creek, California	$837K	+$820K	1	0.08%	New
580	JWS Juncture Wealth Strategies Scottsdale, Arizona	$833K	-$4.06K	1	0.58%	Reduced
581	Private Advisor Group Morristown, New Jersey	$827K	+$408K	1	0.03%	Increased
582	LIA LS Investment Advisors Bloomfield Hills, Michigan	$824K	+$37.1K	2	0.06%	Increased
583	LCM Lee Capital Management New York	$822K	+$871K	1	0.77%	New
584	BCM Boltwood Capital Management Walnut Creek, California	$814K	+$39.9K	1	0.62%	Increased
585	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$803K	-$6.89K	1	0.54%	Reduced
586	TCTC Holdings Dallas, Texas	$799K	$0	1	0.05%	Maintained
587	AP AlpInvest Partners Amsterdam, Netherlands	$797K	+$845K	1	2.82%	New
588	BSPF British Steel Pension Fund London, United Kingdom	$797K	$0	1	0.1%	Maintained
589	PM Parametrica Management Wanchai, Hong Kong	$793K	+$524K	1	0.79%	Increased
590	ETrade Capital Management Arlington, Virginia	$779K	+$5.18K	2	0.04%	Increased
591	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$767K	-$42.7K	1	0.05%	Reduced
592	Los Angeles Capital Management Los Angeles, California	$766K	-$2.55M	2	0.01%	Reduced
593	NB Nicolet Bankshares Green Bay, Wisconsin	$765K	+$88.8K	1	0.42%	Increased
594	YWP YorkBridge Wealth Partners New York	$765K	+$753K	2	0.45%	New
595	MSI Financial Services Springfield, Massachusetts	$764K	+$272K	3	0.02%	Increased
596	TW Transform Wealth Greenwood Village, Colorado	$763K	+$57K	1	0.3%	Increased
597	1GA 1st Global Advisors Dallas, Texas	$762K	+$324K	1	0.1%	Increased
598	GIM Grassi Investment Management Santa Clara, California	$759K	-$292K	1	0.14%	Reduced
599	Trexquant Investment Stamford, Connecticut	$758K	+$823K	1	0.12%	New
600	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$753K	$0	1	0.36%	Maintained