← 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	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$879K	$0	1	0.08%	Maintained
627	AO Allen Operations New York	$874K	$0	1	0.84%	Maintained
628	IA Icon Advisers Greenwood Village, Colorado	$874K	-$649K	1	0.06%	Reduced
629	BUB BBVA USA Bancshares Houston, Texas	$873K	-$75.9K	2	0.06%	Reduced
630	YWP YorkBridge Wealth Partners New York	$865K	+$4.9K	2	0.46%	Increased
631	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$864K	+$573K	2	0.01%	Increased
632	Gofen & Glossberg Chicago, Illinois	$858K	+$68.9K	1	0.03%	Increased
633	KCM Karp Capital Management Sausalito, California	$858K	+$52.3K	1	0.42%	Increased
634	TH Timber Hill Greenwich, Connecticut	$856K	-$1.38M	1	0.03%	Reduced
635	BO Bank OZK Little Rock, Arkansas	$853K	+$31.4K	1	0.3%	Increased
636	OLA Oliver Luxxe Assets Gladstone, New Jersey	$839K	+$31.4K	1	0.55%	Increased
637	LCM Logan Capital Management Newtown Square, Pennsylvania	$824K	$0	1	0.06%	Maintained
638	Chartwell Investment Partners Berywn, Pennsylvania	$822K	+$23.5K	1	0.03%	Increased
639	Verition Fund Management Greenwich, Connecticut	$816K	-$139K	2	0.08%	Reduced
640	Boothbay Fund Management New York	$814K	+$479K	1	0.17%	Increased
641	BM Brandywine Managers Hockessin, Delaware	$802K	+$390K	1	0.23%	Increased
642	Caprock Group Boise, Idaho	$798K	+$68.7K	1	0.18%	Increased
643	Cetera Advisor Networks El Segundo, California	$797K	+$192K	1	0.04%	Increased
644	WC Wexford Capital West Palm Beach, Florida	$797K	+$801K	1	0.06%	New
645	TIA Tiemann Investment Advisors Menlo Park, California	$792K	$0	1	0.71%	Maintained
646	NA Neuburgh Advisers Los Angeles, California	$777K	+$724K	1	0.03%	New
647	Trexquant Investment Stamford, Connecticut	$770K	-$2.56M	2	0.21%	Reduced
648	IFP Advisors Tampa, Florida	$748K	-$44.5K	3	0.03%	Reduced
649	Commerce Bank Kansas City, Missouri	$746K	+$247K	2	0.01%	Increased
650	CCA Cobblestone Capital Advisors Rochester, New York	$743K	+$475K	2	0.1%	Increased