← 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	WCA Westover Capital Advisors Wilmington, Delaware	$3.82M	-$285K	2	1.89%	Reduced
702	Swiss Life Asset Management Zurich,	$3.82M	+$1.68M	1	0.05%	Increased
703	MC Moors & Cabot Boston, Massachusetts	$3.82M	+$988K	1	0.48%	Increased
704	Segall Bryant & Hamill Chicago, Illinois	$3.78M	-$4.41K	2	0.06%	Reduced
705	GAMCO Investors Greenwich, Connecticut	$3.77M	-$1.32M	1	0.03%	Reduced
706	NCM Northstar Capital Management New York	$3.74M	+$116K	1	3.33%	Increased
707	BAM Blueshift Asset Management Red Bank, New Jersey	$3.71M	-$7.1M	1	0.49%	Reduced
708	TCM Tributary Capital Management Omaha, Nebraska	$3.71M	-$394K	1	0.26%	Reduced
709	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$3.7M	+$3.82M	1	0.24%	New
710	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$3.69M	-$247K	3	0.05%	Reduced
711	NFG Next Financial Group Houston, Texas	$3.67M	+$2.56M	3	0.39%	Increased
712	First National Trust Hermitage, Pennsylvania	$3.65M	+$1.8M	1	0.34%	Increased
713	UR USCA RIA Houston, Texas	$3.65M	+$826K	1	0.37%	Increased
714	CAM Cypress Asset Management Houston, Texas	$3.62M	-$40.8K	2	1.24%	Reduced
715	WAS Winch Advisory Services Appleton, Wisconsin	$3.62M	+$187K	2	1.88%	Increased
716	RIM Rampart Investment Management Hartford, Connecticut	$3.62M	-$217K	1	0.43%	Reduced
717	WSCM Wellington Shields Capital Management New York	$3.59M	-$202K	1	0.6%	Reduced
718	MIM Marco Investment Management Atlanta, Georgia	$3.57M	+$3.2M	1	0.64%	Increased
719	CFM Coronation Fund Managers Cape Town, South Africa	$3.57M	$0	1	0.13%	Maintained
720	UBS O'Connor Chicago, Illinois	$3.56M	-$10.9M	1	0.07%	Reduced
721	BCA Bray Capital Advisors Naples, Florida	$3.54M	+$147K	1	1.36%	Increased
722	UBPAM Union Bancaire Privee Asset Management New York	$3.51M	+$1.58M	1	2.06%	Increased
723	Cerity Partners New York	$3.44M	-$2.33M	1	0.22%	Reduced
724	GCA Gideon Capital Advisors New York	$3.42M	+$3.27M	1	1.18%	New
725	CB Chemical Bank Detroit, Michigan	$3.39M	+$875K	1	0.39%	Increased