← 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	HCM Hollencrest Capital Management Newport Beach, California	$874K	+$559K	1	0.13%	Increased
602	Segall Bryant & Hamill Chicago, Illinois	$871K	+$124K	2	0.02%	Increased
603	First Allied Advisory Services San Diego, California	$869K	-$183K	1	0.04%	Reduced
604	Cambridge Investment Research Advisors Fairfield, Iowa	$867K	-$894K	1	0.01%	Reduced
605	Sit Investment Associates Minneapolis, Minnesota	$857K	-$92.6K	1	0.02%	Reduced
606	YWP YorkBridge Wealth Partners New York	$856K	-$32.1K	2	0.45%	Reduced
607	Hills Bank & Trust North Liberty, Iowa	$854K	+$41.5K	1	0.29%	Increased
608	BUB BBVA USA Bancshares Houston, Texas	$847K	-$18.4K	2	0.06%	Reduced
609	AO Allen Operations New York	$833K	-$3.88M	1	0.88%	Reduced
610	LCS Levin Capital Strategies New York	$825K	+$799K	1	0.01%	New
611	MC Montag & Caldwell Atlanta, Georgia	$816K	+$192K	1	0.02%	Increased
612	Personal Capital Advisors Redwood City, California	$809K	+$785K	1	0.02%	New
613	Tokio Marine Asset Management Tokyo, Japan	$805K	-$225K	1	0.11%	Reduced
614	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$803K	-$2.24M	1	0.03%	Reduced
615	BO Bank OZK Little Rock, Arkansas	$783K	+$758K	1	0.25%	New
616	OLA Oliver Luxxe Assets Gladstone, New Jersey	$769K	+$58.9K	1	0.51%	Increased
617	EMG Ellington Management Group Old Greenwich, Connecticut	$768K	+$756K	1	0.03%	New
618	KCM Karp Capital Management Sausalito, California	$768K	-$57.5K	1	0.43%	Reduced
619	Los Angeles Capital Management Los Angeles, California	$768K	-$67.3K	2	0.01%	Reduced
620	TIA Tiemann Investment Advisors Menlo Park, California	$754K	$0	1	0.7%	Maintained
621	Gofen & Glossberg Chicago, Illinois	$752K	+$36.4K	1	0.03%	Increased
622	IDBONY Israel Discount Bank of New York New York	$745K	+$148K	1	0.61%	Increased
623	RIA RPG Investment Advisory Pleasanton, California	$734K	-$129K	1	0.21%	Reduced
624	LCM Logan Capital Management Newtown Square, Pennsylvania	$733K	+$36.6K	1	0.06%	Increased
625	AIS AlphaOne Investment Services West Chester, Pennsylvania	$731K	+$485K	2	0.18%	Increased