← 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	CWM Cabot Wealth Management Salem, Massachusetts	$5.68M	-$138K	2	1.36%	Reduced
652	HIA Harbor Investment Advisory Lutherville, Maryland	$5.67M	-$172K	2	1.53%	Reduced
653	Squarepoint New York	$5.66M	+$663K	3	0.14%	Increased
654	NCM Nelson Capital Management Menlo Park, California	$5.66M	-$29.5K	1	1.52%	Reduced
655	PCM Parsons Capital Management Providence, Rhode Island	$5.66M	+$270K	1	0.73%	Increased
656	CCM Crossvault Capital Management San Antonio, Texas	$5.65M	-$408K	2	3.17%	Reduced
657	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$5.61M	+$608K	2	0.84%	Increased
658	LCH Lee Capital Holdings New York	$5.57M	+$6.43M	2	4.6%	New
659	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$5.51M	+$1.4M	2	0.86%	Increased
660	Evercore Wealth Management New York	$5.49M	-$210K	2	0.18%	Reduced
661	S Surevest Los Angeles, California	$5.46M	+$3.84M	2	2.97%	Increased
662	MGM Miura Global Management New York	$5.45M	-$7.87M	1	1.41%	Reduced
663	CAM Cozad Asset Management Champaign, Illinois	$5.43M	-$122K	1	1.88%	Reduced
664	TCM Twin Capital Management Mcmurray, Pennsylvania	$5.38M	+$1.58M	1	0.58%	Increased
665	CWP CFM Wealth Partners Austin, Texas	$5.37M	+$346K	3	2.5%	Increased
666	SCM Sitrin Capital Management Century City, California	$5.27M	+$6.28M	1	3.12%	New
667	Walleye Trading New York	$5.27M	-$17.2M	1	0.04%	Reduced
668	Rafferty Asset Management New York	$5.26M	+$5.37M	2	0.22%	Increased
669	CI Cigna Investments Bloomfield, Connecticut	$5.25M	+$577K	2	0.68%	Increased
670	Allstate Corporation Northbrook, Illinois	$5.24M	-$2.19M	2	0.21%	Reduced
671	Calamos Wealth Management Naperville, Illinois	$5.22M	+$292K	2	0.8%	Increased
672	Bridgeway Capital Management Houston, Texas	$5.16M	-$665K	2	0.12%	Reduced
673	ETrade Capital Management Arlington, Virginia	$5.15M	-$343K	3	0.13%	Reduced
674	Stratos Wealth Partners Beachwood, Ohio	$5.13M	+$2.87M	2	0.24%	Increased
675	SFM Sphera Funds Management Tel Aviv, Israel	$5.12M	+$6.09M	1	0.64%	New