← 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	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$376K	-$1.46M	1	0.06%	Reduced
752	VF Virtu Financial New York	$375K	+$377K	1	0.05%	New
753	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$373K	+$22K	1	0.07%	Increased
754	TCOT Trust Company of Toledo Holland, Ohio	$373K	+$374K	1	0.1%	New
755	DA DSC Advisors Chicago, Illinois	$372K	+$60.5K	1	0.12%	Increased
756	RGNCM R.G. Niederhoffer Capital Management New York	$372K	+$374K	1	3.08%	New
757	DCM Dupont Capital Management Wilmington, Delaware	$371K	+$373K	1	0.01%	New
758	ACM Aviance Capital Management Sarasota, Florida	$368K	-$52.1K	1	0.02%	Reduced
759	GVT Genesee Valley Trust Pittsford, New York	$363K	-$23.5K	1	0.15%	Reduced
760	LW Linscomb Wealth Houston, Texas	$363K	+$9.06K	1	0.03%	Increased
761	Gradient Investments Arden Hills, Minnesota	$360K	+$17.8K	1	0.03%	Increased
762	FIM Freedom Investment Management Hartford, Connecticut	$356K	-$68.9K	1	0.02%	Reduced
763	VFA Voya Financial Advisors Windsor, Connecticut	$353K	+$11.1K	1	0.03%	Increased
764	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$344K	+$346K	1	0.08%	New
765	CCP Corient Capital Partners Newport Beach, California	$339K	+$3.66K	1	0.05%	Increased
766	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$335K	-$54.3K	1	0.05%	Reduced
767	YMRC Yorktown Management & Research Company Forest, Virginia	$334K	$0	1	0.11%	Maintained
768	BA Birinyi Associates Westport, Connecticut	$329K	$0	1	0.15%	Maintained
769	SCA Snowden Capital Advisors New York	$325K	-$76.4K	1	0.06%	Reduced
770	EAMA EFG Asset Management (Americas) Miami, Florida	$323K	+$298K	1	0.12%	New
771	SFSIG San Francisco Sentry Investment Group San Francisco, California	$323K	+$1.44K	2	0.12%	Increased
772	Tower Research Capital (TRC) New York	$322K	-$99K	3	0.04%	Reduced
773	RWA Ropes Wealth Advisors Boston, Massachusetts	$320K	+$14.7K	1	0.09%	Increased
774	ECP Elk Creek Partners Denver, Colorado	$319K	$0	1	0.02%	Maintained
775	FC Ferris Capital Marlborough, Massachusetts	$319K	+$321K	1	0.15%	New