← 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
651	RHBC R.H. Bluestein & Co Birmingham, Michigan	$392K	$0	1	0.02%	Maintained
652	Bailard Foster City, California	$379K	+$378K	1	0.17%	New
653	FPC Falcon Point Capital San Francisco, California	$378K	$0	1	0.08%	Maintained
654	RCM Reynolds Capital Management Las Vegas, Nevada	$376K	+$85.9K	1	0.41%	Increased
655	Brighton Jones LLC Seattle, Washington	$374K	+$87.4K	1	0.07%	Increased
656	CCA Checchi Capital Advisers Beverly Hills, California	$371K	+$59.5K	1	0.09%	Increased
657	DP Dearborn Partners Chicago, Illinois	$368K	-$36.3K	1	0.03%	Reduced
658	ACM Alta Capital Management Salt Lake City, Utah	$366K	-$859	1	0.03%	Reduced
659	Jefferies Group New York	$360K	-$5.9M	3	0%	Reduced
660	BCM Bayesian Capital Management Brooklyn, New York	$359K	+$358K	1	0.51%	New
661	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$359K	-$25.3K	1	0.07%	Reduced
662	JIP Jaffetilchin Investment Partners Tampa, Florida	$356K	-$24K	1	0.12%	Reduced
663	Shelton Capital Management Denver, Colorado	$350K	$0	1	0.03%	Maintained
664	PCR Potrero Capital Research San Francisco, California	$337K	+$336K	1	0.3%	New
665	WesBanco Bank Wheeling, West Virginia	$331K	$0	1	0.02%	Maintained
666	Azimuth Capital Management Bloomfield Hills, Michigan	$329K	+$7.81K	1	0.03%	Increased
667	PAM PartnerRe Asset Management Greenwich, Connecticut	$326K	-$552K	1	0.17%	Reduced
668	Winton Group London, United Kingdom	$325K	+$323K	1	0%	New
669	Luther King Capital Management (LKCM) Fort Worth, Texas	$323K	$0	1	0%	Maintained
670	NAM NTV Asset Management Charleston, West Virginia	$321K	$0	1	0.13%	Maintained
671	PAIA Park Avenue Institutional Advisers New York	$317K	-$6.09K	1	0.27%	Reduced
672	SIM Spark Investment Management New York	$317K	-$1.84M	1	0.04%	Reduced
673	AAM Azzad Asset Management Falls Church, Virginia	$314K	+$8.82K	1	0.15%	Increased
674	MCM Murphy Capital Management Bedminster, New Jersey	$309K	$0	1	0.05%	Maintained
675	Cetera Advisor Networks El Segundo, California	$308K	+$19.2K	1	0.02%	Increased