← 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	AW ACG Wealth Atlanta, Georgia	$528K	+$261K	1	0.12%	Increased
627	PCM Prelude Capital Management New York	$528K	-$616K	1	0.07%	Reduced
628	PM Parametrica Management Wanchai, Hong Kong	$518K	+$296K	2	0.78%	Increased
629	Magnetar Financial Evanston, Illinois	$512K	+$536K	1	0.01%	New
630	HCM Hollencrest Capital Management Newport Beach, California	$510K	+$262K	2	0.08%	Increased
631	1GA 1st Global Advisors Dallas, Texas	$504K	+$9.57K	1	0.07%	Increased
632	SMH Sanders Morris Harris Houston, Texas	$503K	+$497K	1	0.12%	New
633	CCM Cadence Capital Management Boston, Massachusetts	$499K	-$1.69M	1	0.04%	Reduced
634	EC Eachwin Capital New York	$482K	$0	1	0.46%	Maintained
635	CCA Checchi Capital Advisers Beverly Hills, California	$462K	+$5.38K	3	0.05%	Increased
636	Edgewood Management Greenwich, Connecticut	$457K	$0	1	0%	Maintained
637	FFC First Financial Corp Terre Haute, Indiana	$457K	-$326K	1	0.27%	Reduced
638	FIM Freedom Investment Management Hartford, Connecticut	$454K	+$26.1K	1	0.03%	Increased
639	LP LGL Partners Philadelphia, Pennsylvania	$451K	$0	1	0.25%	Maintained
640	KIG Kessler Investment Group Columbus, Indiana	$449K	-$6.91K	1	0.64%	Reduced
641	TPWA TRUE Private Wealth Advisors Salem, Oregon	$446K	$0	1	0.15%	Maintained
642	UFF USA Financial Formulas Ada, Michigan	$444K	-$106K	1	0.12%	Reduced
643	Pinnacle Associates New York	$439K	+$450K	1	0.01%	New
644	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$438K	-$46.9K	2	0.01%	Reduced
645	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$429K	-$82.4K	1	0.42%	Reduced
646	GW & Wade Wellesley, Massachusetts	$428K	+$23.5K	1	0.07%	Increased
647	O'Shaughnessy Asset Management Stamford, Connecticut	$425K	+$48.5K	1	0.01%	Increased
648	GLRA Gerald L. Ray & Associates Dallas, Texas	$423K	+$418K	1	0.07%	New
649	SSP Sapphire Star Partners Redmond, Washington	$421K	-$416K	1	0.54%	Reduced
650	Horizon Kinetics New York	$420K	-$138K	1	0.01%	Reduced