← 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	LBC Lawrence B. Cohen	$1.93M	+$31.6K	1	1.22%	Increased
577	BCM Barometer Capital Management Toronto, Ontario, Canada	$1.9M	-$3.66M	1	0.17%	Reduced
578	Parallel Advisors San Francisco, California	$1.89M	-$189K	3	0.31%	Reduced
579	Dakota Wealth Management Palm Beach Gardens, Florida	$1.87M	-$115K	1	0.99%	Reduced
580	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.86M	+$55.2K	1	0.31%	Increased
581	Conning Inc Hartford, Connecticut	$1.86M	-$5.09K	1	0.06%	Reduced
582	PWP Private Wealth Partners Mill Valley, California	$1.85M	+$1.1M	1	0.34%	Increased
583	CWM CMH Wealth Management Portsmouth, New Hampshire	$1.83M	+$27.5K	1	1.21%	Increased
584	Magnetar Financial Evanston, Illinois	$1.83M	-$600K	2	0.03%	Reduced
585	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.8M	$0	1	0.09%	Maintained
586	GCA Gideon Capital Advisors New York	$1.79M	+$1.53M	2	1.58%	Increased
587	CC ClearArc Capital Cincinnati, Ohio	$1.79M	-$6.52K	1	0.24%	Reduced
588	Atria Investments Charlotte, North Carolina	$1.78M	-$56.7K	2	0.09%	Reduced
589	Group One Trading Chicago, Illinois	$1.77M	+$222K	2	0.01%	Increased
590	Wedbush Securities Los Angeles, California	$1.76M	-$90.1K	1	0.21%	Reduced
591	PCM Price Capital Management Lafayette, Louisiana	$1.75M	+$1.67M	1	0.6%	New
592	AFC AFT Forsyth & Company West Palm Beach, Florida	$1.74M	+$1.71M	2	1.71%	New
593	Laird Norton Wetherby Wealth Management San Francisco, California	$1.74M	+$35.7K	2	0.24%	Increased
594	Cambridge Investment Research Advisors Fairfield, Iowa	$1.73M	+$269K	1	0.02%	Increased
595	ED Exane Derivatives Paris, France	$1.69M	+$1.61M	2	0.29%	Increased
596	HT HAP Trading New York	$1.67M	-$1.86M	1	0.07%	Reduced
597	Perigon Wealth Management San Francisco, California	$1.67M	-$293K	1	0.62%	Reduced
598	MML Investors Services Springfield, Massachusetts	$1.66M	+$316K	2	0.03%	Increased
599	AR Advisory Research Chicago, Illinois	$1.66M	-$1.92M	1	0.03%	Reduced
600	IB Intrust Bank Wichita, Kansas	$1.66M	+$3.07K	2	0.49%	Increased