← 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
751
Vident Investment Advisory
Vident Investment Advisory
Georgia
$4K -$1.84M 1 0% Reduced
752
DLHL
Donald L. Hagan LLC
Florida
$3K +$3.19K 1 0% New
753
M
MOTCO
Texas
$3K $0 1 0% Maintained
754
PRS
Pinkerton Retirement Specialists
Idaho
$3K $0 1 0% Maintained
755
DBT
Dubuque Bank & Trust
Iowa
$2K $0 1 0% Maintained
756
LWA
Lenox Wealth Advisors
New York
$2K $0 1 0% Maintained
757
OC
Oakworth Capital
Alabama
$2K $0 1 0% Maintained
758
WC
Whitnell & Co
Illinois
$2K +$2.11K 1 0% New
759
AssetMark Inc
AssetMark Inc
California
$1K +$1.31K 2 0% New
760
ED
Exane Derivatives
France
$903 -$17.8K 1 0% Reduced
761
Advent Capital Management
Advent Capital Management
New York
$0 -$2.2M 0 – Closed
762
AL
Airain Ltd
Guernsey
$0 -$1.53M 0 – Closed
763
AIS
AlphaOne Investment Services
Pennsylvania
$0 -$1.96M 0 – Closed
764
AGM
Alpine Global Management
New York
$0 -$179K 0 – Closed
765
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0 -$17.6M 0 – Closed
766
Apex Capital Management
Apex Capital Management
Ohio
$0 -$201K 0 – Closed
767
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0 -$71.1M 0 – Closed
768
BC
Banced Corp
Illinois
$0 -$212K 0 – Closed
769
BOC
Barbara Oil Co
Illinois
$0 -$555K 0 – Closed
770
BCM
Bluefin Capital Management
New York
$0 -$1.04M 0 – Closed
771
Braun Stacey Associates
Braun Stacey Associates
New York
$0 -$7.14M 0 – Closed
772
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$0 -$8.99M 0 – Closed
773
BRWM
B. Riley Wealth Management
Tennessee
$0 -$348K 0 – Closed
774
BPGAM
BTG Pactual Global Asset Management
Bermuda
$0 -$3.72M 0 – Closed
775
CCIA
Campbell & Co Investment Adviser
Maryland
$0 -$1.44M 0 – Closed
29 30
31
32 33