← 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
626	PineBridge Investments New York	$3K	$0	1	0%	Maintained
627	DBT Dubuque Bank & Trust Dubuque, Iowa	$2K	+$1.78K	1	0%	New
628	GC Globeflex Capital San Diego, California	$2K	+$735	1	0%	Increased
629	WF WealthTrust Fairport Cleveland, Ohio	$2K	$0	2	0%	Maintained
630	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1K	+$108	1	0%	Increased
631	OC Oakworth Capital Birmingham, Alabama	$1K	$0	1	0%	Maintained
632	PFG Piershale Financial Group Barrington, Illinois	$1K	+$961	1	0%	New
633	Rockefeller Financial Services New York	$1K	+$961	1	0%	New
634	SignatureFD Atlanta, Georgia	$1K	-$62.5K	1	0%	Reduced
635	ARC Absolute Return Capital Boston, Massachusetts	$0	-$705K	0	–	Closed
636	AIM Act II Management New York	$0	-$3.96M	0	–	Closed
637	Advent Capital Management New York	$0	-$6.18M	0	–	Closed
638	AR Advisory Research Chicago, Illinois	$0	-$64K	0	–	Closed
639	AP Alydar Partners Boston, Massachusetts	$0	-$1.02M	0	–	Closed
640	ACMI Amida Capital Management II New York	$0	-$57K	0	–	Closed
641	Andra AP-fonden Goteborg, Sweden	$0	-$1.18M	0	–	Closed
642	ARTA A.R.T. Advisors New York	$0	-$4.68M	0	–	Closed
643	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$0	-$223K	0	–	Closed
644	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$536K	0	–	Closed
645	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$0	-$2.57M	0	–	Closed
646	BCA Burren Capital Advisors Gibraltar	$0	-$18.4M	0	–	Closed
647	CA Capital Advantage Walnut Creek, California	$0	-$206K	0	–	Closed
648	Capstone Investment Advisors New York	$0	-$5.45M	0	–	Closed
649	CI Investments Inc Toronto, Ontario, Canada	$0	-$1.06M	0	–	Closed
650	CC Cipher Capital New York	$0	-$371K	0	–	Closed