← 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
601	QI Quotient Investors New York	$300K	+$306K	1	0.07%	New
602	Simplex Trading Chicago, Illinois	$300K	-$5.93M	1	0.02%	Reduced
603	WesBanco Bank Wheeling, West Virginia	$293K	$0	1	0.02%	Maintained
604	TC TradeLink Capital Chicago, Illinois	$289K	+$61.7K	1	0.72%	Increased
605	Luther King Capital Management (LKCM) Fort Worth, Texas	$286K	+$78.7K	1	0%	Increased
606	PAIA Park Avenue Institutional Advisers New York	$286K	+$3.26K	1	0.25%	Increased
607	Azimuth Capital Management Bloomfield Hills, Michigan	$285K	+$7.09K	1	0.03%	Increased
608	FIB First Interstate Bank Billings, Montana	$285K	+$291K	1	0.06%	New
609	NAM NTV Asset Management Charleston, West Virginia	$284K	$0	1	0.09%	Maintained
610	YMRC Yorktown Management & Research Company Forest, Virginia	$283K	$0	1	0.05%	Maintained
611	FIG Fortress Investment Group New York	$282K	+$289K	1	0%	New
612	D.A. Davidson & Co Great Falls, Montana	$277K	+$103K	2	0.01%	Increased
613	CCA Checchi Capital Advisers Beverly Hills, California	$275K	+$19K	1	0.07%	Increased
614	MCM Murphy Capital Management Bedminster, New Jersey	$274K	+$3.54K	1	0.05%	Increased
615	PAM Princeton Alpha Management Princeton Junction, New Jersey	$270K	-$4.22M	1	0.06%	Reduced
616	AAM Azzad Asset Management Falls Church, Virginia	$270K	+$13.8K	1	0.14%	Increased
617	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$263K	+$21.3K	1	0.11%	Increased
618	Cetera Advisor Networks El Segundo, California	$257K	+$38.5K	1	0.02%	Increased
619	RCM Reynolds Capital Management Las Vegas, Nevada	$257K	+$262K	1	0.32%	New
620	SRAM Stone Ridge Asset Management New York	$257K	$0	1	1.02%	Maintained
621	Colony Group Boston, Massachusetts	$256K	+$139K	2	0.03%	Increased
622	Brighton Jones LLC Seattle, Washington	$254K	+$259K	1	0.05%	New
623	City National Bank Beverly Hills, Delaware	$254K	+$259K	1	0%	New
624	GLI Guardian Life Insurance New York	$252K	+$67.8K	1	0.03%	Increased
625	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$251K	+$257K	1	0.02%	New