← 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	Chartwell Investment Partners Berywn, Pennsylvania	$977K	+$62.6K	1	0.03%	Increased
652	Bradley Foster & Sargent Hartford, Connecticut	$975K	+$465K	1	0.04%	Increased
653	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$974K	$0	1	0.08%	Maintained
654	Gofen & Glossberg Chicago, Illinois	$969K	+$43.1K	1	0.04%	Increased
655	GC Globeflex Capital San Diego, California	$967K	+$956K	1	0.28%	Increased
656	MC Moors & Cabot Boston, Massachusetts	$965K	+$953K	1	0.14%	New
657	YWP YorkBridge Wealth Partners New York	$951K	+$18.6K	2	0.49%	Increased
658	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$945K	+$232K	2	0.05%	Increased
659	First Allied Advisory Services San Diego, California	$944K	-$155K	1	0.04%	Reduced
660	Vident Investment Advisory Alpharetta, Georgia	$944K	+$930K	1	0.05%	New
661	AO Allen Operations New York	$943K	$0	1	0.84%	Maintained
662	KCM Karp Capital Management Sausalito, California	$939K	+$12.9K	1	0.44%	Increased
663	RIL Rothschild Investment LLC Chicago, Illinois	$938K	+$924K	1	0.11%	New
664	Caprock Group Boise, Idaho	$936K	+$73.8K	1	0.2%	Increased
665	Sterling Capital Management Charlotte, North Carolina	$935K	-$91.8K	1	0.01%	Reduced
666	P8IP Pier 88 Investment Partners San Francisco, California	$933K	+$416K	2	0.36%	Increased
667	Wolverine Asset Management Chicago, Illinois	$924K	+$875K	1	0.01%	New
668	OLA Oliver Luxxe Assets Gladstone, New Jersey	$915K	+$9.84K	1	0.58%	Increased
669	IFP Advisors Tampa, Florida	$911K	+$93.3K	3	0.04%	Increased
670	Lockheed Martin Investment Management Bethesda, Maryland	$906K	-$984K	1	0.05%	Reduced
671	EP Edgestream Partners Princeton, New Jersey	$904K	-$1.15M	1	0.48%	Reduced
672	BM Brandywine Managers Hockessin, Delaware	$889K	$0	1	0.26%	Maintained
673	Cetera Advisor Networks El Segundo, California	$889K	+$24.4K	1	0.04%	Increased
674	Steward Partners Investment Advisory New York	$885K	+$205K	2	0.09%	Increased
675	IR Invictus RG Hamilton, Bermuda	$880K	+$544K	2	0.79%	Increased