← 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	IC Intersect Capital San Ramon, California	$533K	+$103K	1	0.34%	Increased
602	Caprock Group Boise, Idaho	$524K	+$99.2K	1	0.12%	Increased
603	Ballentine Partners Waltham, Massachusetts	$522K	+$263K	1	0.05%	Increased
604	Horizon Kinetics New York	$520K	-$40K	1	0.01%	Reduced
605	SCA Snowden Capital Advisors New York	$514K	+$479K	1	0.18%	New
606	BTNA Bremer Trust National Association St. Cloud, Minnesota	$511K	+$25K	1	0.15%	Increased
607	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$507K	$0	1	0.05%	Maintained
608	AGA Altrinsic Global Advisors Stamford, Connecticut	$505K	-$33M	1	0.01%	Reduced
609	BCM Bluefin Capital Management New York	$499K	+$466K	1	0.05%	New
610	FM Family Management New York	$482K	+$449K	1	0.31%	New
611	BUB BBVA USA Bancshares Houston, Texas	$479K	+$250K	2	0.04%	Increased
612	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$476K	+$444K	1	0.44%	New
613	Hillsdale Investment Management Toronto, Ontario, Canada	$465K	$0	1	0.16%	Maintained
614	TNAM Terra Nova Asset Management New York	$464K	-$962K	1	0.54%	Reduced
615	First Allied Advisory Services San Diego, California	$460K	-$38.7K	1	0.03%	Reduced
616	1GA 1st Global Advisors Dallas, Texas	$459K	+$72K	1	0.06%	Increased
617	AP Advisor Partners Walnut Creek, California	$459K	+$42.3K	1	0.17%	Increased
618	EC Eachwin Capital New York	$449K	-$62.4K	1	0.43%	Reduced
619	PIM Partner Investment Management San Francisco, California	$449K	-$278K	1	0.73%	Reduced
620	ALPS Advisors Denver, Colorado	$447K	+$417K	1	0%	New
621	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$447K	+$417K	1	0.2%	New
622	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$446K	-$28.5K	2	0.01%	Reduced
623	PAM Princeton Alpha Management Princeton Junction, New Jersey	$445K	+$150K	1	0.07%	Increased
624	CI CAZ Investments Houston, Texas	$443K	+$207K	1	0.67%	Increased
625	CL CPWM LLC Seattle, Washington	$437K	+$34K	1	0.1%	Increased