← 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	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$4.27M	+$2.4M	3	0.92%	Increased
677	AG AlphaSimPlex Group Boston, Massachusetts	$4.24M	+$690K	3	1.43%	Increased
678	DY Dowling & Yahnke San Diego, California	$4.21M	+$150K	1	0.41%	Increased
679	LCAM Lee Capital Asset Management New York	$4.2M	-$4.44M	1	6.27%	Reduced
680	CIA Capital Impact Advisors Boston, Massachusetts	$4.15M	$0	1	1.84%	Maintained
681	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$4.09M	+$1.82M	1	0.16%	Increased
682	ACM AlphaCrest Capital Management New York	$4.06M	+$2.54M	2	0.62%	Increased
683	Pendal Group Sydney, Australia	$4.03M	-$84.2K	2	0.06%	Reduced
684	TRAM Tuscan Ridge Asset Management Chicago, Illinois	$4.02M	+$3.19M	2	0.29%	Increased
685	PCR Potrero Capital Research San Francisco, California	$4.02M	$0	1	2.49%	Maintained
686	RIM Rampart Investment Management Hartford, Connecticut	$3.99M	+$2.77M	1	0.45%	Increased
687	WSCM Wellington Shields Capital Management New York	$3.95M	+$202K	1	0.67%	Increased
688	Veritable Wilmington, Delaware	$3.93M	+$458K	3	0.08%	Increased
689	VF Virtu Financial New York	$3.87M	+$3.78M	2	0.22%	New
690	OAM Oxford Asset Management Oxford, United Kingdom	$3.86M	+$558K	1	0.08%	Increased
691	HL Financial Services Louisville, Kentucky	$3.86M	+$1.37M	2	0.06%	Increased
692	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$3.85M	-$1.48M	3	0.06%	Reduced
693	Capital Guardian Trust Los Angeles, California	$3.84M	+$41.5K	2	0.05%	Increased
694	WCA Westover Capital Advisors Wilmington, Delaware	$3.8M	+$305K	2	1.98%	Increased
695	NCM Northstar Capital Management New York	$3.79M	+$82K	1	3.46%	Increased
696	Laird Norton Wetherby Wealth Management San Francisco, California	$3.76M	+$127K	3	0.47%	Increased
697	Boothbay Fund Management New York	$3.75M	+$2.49M	2	0.36%	Increased
698	PWAG Polaris Wealth Advisory Group San Rafael, California	$3.75M	-$965K	2	0.28%	Reduced
699	QS Investors New York	$3.72M	-$22.7K	2	0.04%	Reduced
700	LGP Leonard Green & Partners Los Angeles, California	$3.7M	+$3.3M	1	0.35%	New