← 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	IFP Advisors Tampa, Florida	$728K	+$139K	3	0.03%	Increased
627	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$725K	$0	1	0.06%	Maintained
628	NB Nicolet Bankshares Green Bay, Wisconsin	$721K	-$194K	1	0.38%	Reduced
629	SBA Seven Bridges Advisors New York	$713K	-$52.3K	2	0.68%	Reduced
630	BTNA Bremer Trust National Association St. Cloud, Minnesota	$708K	-$37.1K	1	0.19%	Reduced
631	Edgewood Management Greenwich, Connecticut	$705K	-$15.4K	1	0%	Reduced
632	Fifth Third Bancorp Cincinnati, Ohio	$703K	+$64.9K	3	0.01%	Increased
633	Caprock Group Boise, Idaho	$695K	+$57.8K	1	0.16%	Increased
634	DBG De Burlo Group Boston, Massachusetts	$688K	-$24K	1	0.15%	Reduced
635	Wealthfront Palo Alto, California	$687K	+$248K	1	0.01%	Increased
636	IPAM ICICI Prudential Asset Management Mumbai, India	$685K	$0	1	1.91%	Maintained
637	CIM CIM Investment Management Pittsburgh, Pennsylvania	$683K	-$58.5K	1	0.23%	Reduced
638	Ballentine Partners Waltham, Massachusetts	$675K	+$160K	1	0.05%	Increased
639	CG Cutler Group San Francisco, California	$675K	-$1.25M	2	0.03%	Reduced
640	AP Advisor Partners Walnut Creek, California	$673K	+$151K	1	0.18%	Increased
641	FC FIC Capital New York	$672K	$0	1	0.3%	Maintained
642	BWM Bernicke Wealth Management Altoona, Wisconsin	$668K	-$105K	1	0.56%	Reduced
643	TI Turner Investments Berwyn, Pennsylvania	$665K	-$107K	2	0.43%	Reduced
644	PIM Parker Investment Management Menlo Park, California	$664K	$0	1	0.34%	Maintained
645	WIM Weitz Investment Management Omaha, Nebraska	$660K	-$79.9K	1	0.03%	Reduced
646	Chartwell Investment Partners Berywn, Pennsylvania	$657K	-$6.09M	1	0.02%	Reduced
647	SCA Secor Capital Advisors New York	$648K	-$8.77M	2	0.07%	Reduced
648	SEC Seven Eight Capital New York	$639K	-$2.66M	2	0.12%	Reduced
649	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$631K	-$132K	1	0.69%	Reduced
650	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$619K	-$53.3K	1	0.03%	Reduced