← 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	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$616K	+$10.8K	1	0.12%	Increased
602	Wealthspire Advisors (Maryland) Potomac, Maryland	$607K	-$9.9K	2	0.09%	Reduced
603	PC Pier Capital Stamford, Connecticut	$605K	+$564K	1	0.11%	New
604	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$592K	+$226K	1	0.62%	Increased
605	WIC Water Island Capital New York	$592K	+$612K	1	0.04%	New
606	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$586K	+$596K	2	0.18%	Increased
607	Engineers Gate Manager New York	$585K	-$13.8M	1	0.06%	Reduced
608	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$584K	+$640K	1	0.03%	New
609	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$583K	+$29.3K	1	0.2%	Increased
610	PineBridge Investments New York	$581K	-$365K	1	0.03%	Reduced
611	GAMCO Investors Greenwich, Connecticut	$576K	-$663K	1	0%	Reduced
612	PIM Parker Investment Management Menlo Park, California	$574K	-$624	1	0.2%	Reduced
613	MAM Mizuho Asset Management Tokyo, Japan	$562K	-$245K	2	0.12%	Reduced
614	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$560K	+$31.2K	1	0.72%	Increased
615	Caprock Group Boise, Idaho	$549K	+$39K	1	0.12%	Increased
616	SFI SPC Financial Inc Rockville, Maryland	$546K	$0	1	0.18%	Maintained
617	Douglass Winthrop Advisors New York	$542K	+$221K	1	0.04%	Increased
618	MC Moors & Cabot Boston, Massachusetts	$541K	+$593K	1	0.09%	New
619	RIM Rampart Investment Management Hartford, Connecticut	$529K	+$579K	1	0.2%	New
620	MSI Financial Services Springfield, Massachusetts	$528K	-$72.1K	3	0.02%	Reduced
621	Swiss Life Asset Management Zurich,	$524K	+$575K	1	0.02%	New
622	Boothbay Fund Management New York	$519K	+$210K	1	0.11%	Increased
623	United Capital Financial Advisors Irving, Texas	$518K	-$1.35M	1	0.01%	Reduced
624	BTNA Bremer Trust National Association St. Cloud, Minnesota	$517K	+$780	1	0.14%	Increased
625	ACM Aviance Capital Management Sarasota, Florida	$514K	-$64.7K	1	0.01%	Reduced