← 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
776	NIM Nicollet Investment Management Minneapolis, Minnesota	$1.29M	+$13.9K	1	0.93%	Increased
777	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.27M	+$648K	1	0.05%	Increased
778	OLA Oliver Luxxe Assets Gladstone, New Jersey	$1.27M	$0	1	0.81%	Maintained
779	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$1.27M	$0	2	0.09%	Maintained
780	KA Kaizen Advisory Wheaton, Illinois	$1.26M	+$959K	2	0.64%	Increased
781	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.25M	+$11.2K	1	0.67%	Increased
782	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$1.23M	-$478K	1	0.29%	Reduced
783	CRWM Castle Rock Wealth Management Walnut Creek, California	$1.23M	+$404K	2	1.67%	Increased
784	BCA Berman Capital Advisors Atlanta, Georgia	$1.2M	-$40.4K	1	0.42%	Reduced
785	MCM Mainstay Capital Management Grand Blanc, Michigan	$1.2M	-$402K	1	0.95%	Reduced
786	D.A. Davidson & Co Great Falls, Montana	$1.2M	+$34.8K	1	0.02%	Increased
787	KA Kovack Advisors Ft. Lauderdale, Florida	$1.2M	+$532K	1	0.33%	Increased
788	Meitav Investment House Bene-Beraq, Israel	$1.2M	+$1.13M	1	0.05%	New
789	Group One Trading Chicago, Illinois	$1.19M	+$911K	1	0.01%	Increased
790	NB Nicolet Bankshares Green Bay, Wisconsin	$1.18M	-$27.7K	1	0.49%	Reduced
791	TCOT Trust Company of Toledo Holland, Ohio	$1.17M	+$33.2K	1	0.31%	Increased
792	FRM Fox Run Management Greenwich, Connecticut	$1.17M	+$1.25M	1	0.37%	New
793	Covington Capital Management Los Angeles, California	$1.16M	-$6.38K	1	0.07%	Reduced
794	SNT Security National Trust Wheeling, West Virginia	$1.16M	+$142K	1	0.39%	Increased
795	NB NBT Bank Norwich, New York	$1.16M	-$44.4K	1	0.21%	Reduced
796	Lido Advisors Los Angeles, California	$1.15M	+$284K	2	0.13%	Increased
797	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.15M	+$269K	1	0.98%	Increased
798	TIA Tiemann Investment Advisors Menlo Park, California	$1.14M	$0	1	0.92%	Maintained
799	CPC Congress Park Capital Saratoga Springs, New York	$1.14M	$0	1	1.09%	Maintained
800	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$1.12M	+$52K	1	0.21%	Increased