← 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
676	Personal Capital Advisors Redwood City, California	$340K	+$372K	1	0.01%	New
677	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$337K	+$368K	1	0.91%	New
678	First Citizens Bank & Trust Raleigh, North Carolina	$336K	-$1.8M	1	0.03%	Reduced
679	GW & Wade Wellesley, Massachusetts	$336K	-$52.3K	1	0.06%	Reduced
680	EFS Essex Financial Services Essex, Connecticut	$331K	+$3.28K	1	0.08%	Increased
681	TCOV Trust Company of Vermont Brattleboro, Vermont	$329K	+$174K	2	0.04%	Increased
682	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$328K	+$55.8K	3	0.28%	Increased
683	SEC Seven Eight Capital New York	$328K	-$597K	1	0.1%	Reduced
684	Gradient Investments Arden Hills, Minnesota	$327K	-$1.87K	1	0.03%	Reduced
685	Sigma Planning Corp Ann Arbor, Michigan	$323K	+$35.5K	1	0.04%	Increased
686	CCP Corient Capital Partners Newport Beach, California	$320K	+$350K	1	0.06%	New
687	AAP Ardsley Advisory Partners Stamford, Connecticut	$317K	+$295K	1	0.05%	New
688	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$311K	+$246K	3	0.08%	Increased
689	PCR Potrero Capital Research San Francisco, California	$307K	$0	1	0.29%	Maintained
690	Brighton Jones LLC Seattle, Washington	$304K	-$234	1	0.05%	Reduced
691	FAT First American Trust Santa Ana, California	$304K	-$1.47M	1	0.09%	Reduced
692	Azimuth Capital Management Bloomfield Hills, Michigan	$300K	$0	1	0.03%	Maintained
693	CC Cedar Capital Barrington, Illinois	$296K	+$4.13K	1	0.11%	Increased
694	Luther King Capital Management (LKCM) Fort Worth, Texas	$296K	-$547K	1	0%	Reduced
695	ECP Elk Creek Partners Denver, Colorado	$294K	+$61.1K	1	0.02%	Increased
696	HBK Sorce Advisory Erie, Pennsylvania	$288K	+$314K	1	0.06%	New
697	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$288K	-$9.98K	2	0.15%	Reduced
698	SS Sunbelt Securities Houston, Texas	$287K	-$31.3K	1	0.35%	Reduced
699	YMRC Yorktown Management & Research Company Forest, Virginia	$287K	$0	1	0.06%	Maintained
700	RGNCM R.G. Niederhoffer Capital Management New York	$285K	+$312K	1	1.38%	New