← 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
701	FC FIC Capital New York	$750K	-$18.4K	1	0.29%	Reduced
702	Covington Capital Management Los Angeles, California	$741K	+$143K	1	0.05%	Increased
703	Global X Management Company New York	$731K	+$62.7K	2	0.02%	Increased
704	Douglass Winthrop Advisors New York	$718K	+$9.75K	1	0.04%	Increased
705	PTC Private Trust Company Cleveland, Ohio	$718K	+$710K	2	0.16%	New
706	CIM CIM Investment Management Pittsburgh, Pennsylvania	$714K	-$47.7K	1	0.26%	Reduced
707	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$712K	$0	1	0.14%	Maintained
708	TC Telemus Capital Southfield, Michigan	$705K	-$3.23K	1	0.08%	Reduced
709	TSS Two Sigma Securities New York	$702K	+$268K	1	0.06%	Increased
710	Capstone Investment Advisors New York	$695K	+$689K	1	0.02%	New
711	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$695K	-$450K	1	0.06%	Reduced
712	Raymond James Trust St. Petersburg, Florida	$688K	+$24.8K	1	0.05%	Increased
713	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$687K	$0	1	0.77%	Maintained
714	PWP Private Wealth Partners Mill Valley, California	$683K	+$43.6K	1	0.14%	Increased
715	Caxton Associates (New York) New York	$673K	+$666K	1	0.02%	New
716	FRM Fox Run Management Greenwich, Connecticut	$670K	+$192K	2	0.19%	Increased
717	PC Pier Capital Stamford, Connecticut	$663K	-$95.7K	1	0.12%	Reduced
718	JDR Jay D. Rosenbaum	$650K	+$32.2K	1	1.24%	Increased
719	JT Jump Trading Chicago, Illinois	$644K	+$595K	1	0.12%	Increased
720	SCM Southport Capital Management Chattanooga, Tennessee	$640K	$0	1	0.27%	Maintained
721	First Citizens Bank & Trust Raleigh, North Carolina	$617K	-$3.13K	1	0.08%	Reduced
722	PRCM Pine River Capital Management Minnetonka, Minnesota	$611K	-$3.57M	1	0.04%	Reduced
723	DP Dearborn Partners Chicago, Illinois	$609K	-$1.2M	1	0.04%	Reduced
724	NFG Nations Financial Group Cedar Rapids, Iowa	$607K	$0	1	0.59%	Maintained
725	BWM Bernicke Wealth Management Altoona, Wisconsin	$605K	-$84.8K	1	0.47%	Reduced