← 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	SGI Summit Global Investments Bountiful, Utah	$748K	+$793K	1	0.27%	New
602	MCM Murphy Capital Management Bedminster, New Jersey	$739K	+$68.9K	1	0.12%	Increased
603	BUB BBVA USA Bancshares Houston, Texas	$725K	+$97.5K	2	0.05%	Increased
604	GCA Gideon Capital Advisors New York	$723K	+$141K	1	0.46%	Increased
605	RIA RPG Investment Advisory Pleasanton, California	$720K	-$84K	1	0.24%	Reduced
606	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$719K	-$28.3K	1	0.39%	Reduced
607	Raymond James Trust St. Petersburg, Florida	$717K	+$16.1K	1	0.06%	Increased
608	Robeco Institutional Asset Management Rotterdam, Netherlands	$714K	-$2.66M	2	0.01%	Reduced
609	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$712K	+$755K	1	1.2%	New
610	Rafferty Asset Management New York	$709K	+$752K	1	0.03%	New
611	CONA Capital One National Association New York	$702K	-$4.39M	1	0.05%	Reduced
612	KCM Karp Capital Management Sausalito, California	$687K	-$347K	1	0.45%	Reduced
613	DAM Deltec Asset Management New York	$685K	-$871K	1	0.16%	Reduced
614	LCM Logan Capital Management Newtown Square, Pennsylvania	$684K	$0	1	0.05%	Maintained
615	Hills Bank & Trust North Liberty, Iowa	$674K	+$29.8K	1	0.24%	Increased
616	CA Cornerstone Advisors Asheville, North Carolina	$671K	$0	1	0.12%	Maintained
617	P8IP Pier 88 Investment Partners San Francisco, California	$667K	+$708K	1	0.38%	New
618	Wealthspire Advisors (Maryland) Potomac, Maryland	$666K	+$82.2K	2	0.1%	Increased
619	Boothbay Fund Management New York	$661K	+$173K	1	0.15%	Increased
620	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$657K	-$65.3K	1	0.11%	Reduced
621	Segall Bryant & Hamill Chicago, Illinois	$656K	-$104K	2	0.02%	Reduced
622	TI Turner Investments Berwyn, Pennsylvania	$649K	-$2.79M	2	0.26%	Reduced
623	Wolverine Asset Management Chicago, Illinois	$646K	-$202K	1	0.01%	Reduced
624	BWM Bernicke Wealth Management Altoona, Wisconsin	$644K	-$22.1K	1	0.56%	Reduced
625	SBA Seven Bridges Advisors New York	$640K	-$25.5K	1	0.65%	Reduced