← 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	BUB BBVA USA Bancshares Houston, Texas	$878K	-$72.9K	2	0.06%	Reduced
677	LCM Logan Capital Management Newtown Square, Pennsylvania	$866K	+$14.5K	1	0.06%	Increased
678	QI Quotient Investors New York	$859K	+$202K	1	0.59%	Increased
679	WC Wexford Capital West Palm Beach, Florida	$859K	$0	1	0.07%	Maintained
680	TIA Tiemann Investment Advisors Menlo Park, California	$854K	$0	1	0.72%	Maintained
681	FWM Frontier Wealth Management Kansas City, Missouri	$850K	+$276K	1	0.12%	Increased
682	RIM Rampart Investment Management Hartford, Connecticut	$845K	+$50.9K	1	0.29%	Increased
683	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$844K	+$372K	1	0.25%	Increased
684	WP WealthSource Partners San Luis Obispo, California	$823K	+$82.2K	1	0.27%	Increased
685	AP Advisor Partners Walnut Creek, California	$811K	+$20.2K	1	0.16%	Increased
686	CCA Cobblestone Capital Advisors Rochester, New York	$806K	-$6.9K	2	0.1%	Reduced
687	BSPF British Steel Pension Fund London, United Kingdom	$805K	-$197K	1	0.1%	Reduced
688	NB Nicolet Bankshares Green Bay, Wisconsin	$797K	+$87.7K	1	0.36%	Increased
689	Commerce Bank Kansas City, Missouri	$796K	-$14.7K	2	0.01%	Reduced
690	EFS Essex Financial Services Essex, Connecticut	$795K	+$92.1K	2	0.2%	Increased
691	Schonfeld Strategic Advisors New York	$795K	-$4.73M	1	0.07%	Reduced
692	EMG Ellington Management Group Old Greenwich, Connecticut	$794K	-$138K	1	0.14%	Reduced
693	NA Neuburgh Advisers Los Angeles, California	$794K	-$8.14K	1	0.03%	Reduced
694	Edgewood Management Greenwich, Connecticut	$786K	-$12.8K	1	0%	Reduced
695	Fifth Third Bancorp Cincinnati, Ohio	$771K	-$2.23K	3	0.01%	Reduced
696	D.A. Davidson & Co Great Falls, Montana	$761K	+$123K	1	0.01%	Increased
697	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$758K	-$170K	2	0.01%	Reduced
698	PIM Parker Investment Management Menlo Park, California	$754K	+$736	1	0.33%	Increased
699	CC Caldera Capital Dallas, Texas	$753K	+$746K	1	0.62%	New
700	CIBC World Market Toronto, Ontario, Canada	$752K	-$373K	1	0%	Reduced