← 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
501	Hillsdale Investment Management Toronto, Ontario, Canada	$257K	$0	1	0.08%	Maintained
502	PM Parametrica Management Wanchai, Hong Kong	$257K	+$51.9K	1	0.71%	Increased
503	AIS AlphaOne Investment Services West Chester, Pennsylvania	$251K	-$18.5K	1	0.05%	Reduced
504	Spot Trading Chicago, Illinois	$248K	-$294K	1	0%	Reduced
505	Tower Research Capital (TRC) New York	$245K	-$841K	3	0.04%	Reduced
506	GIS Guardian Investor Services New York	$243K	+$2.41K	1	0.18%	Increased
507	HCM Hollencrest Capital Management Newport Beach, California	$242K	+$234K	1	0.04%	New
508	WesBanco Bank Wheeling, West Virginia	$239K	-$42K	1	0.01%	Reduced
509	DRW Securities Chicago, Illinois	$232K	+$224K	1	0.01%	New
510	Robeco Institutional Asset Management Rotterdam, Netherlands	$231K	+$47.2K	2	0%	Increased
511	Azimuth Capital Management Bloomfield Hills, Michigan	$229K	$0	1	0.03%	Maintained
512	FIM Freedom Investment Management Hartford, Connecticut	$223K	-$16.4K	1	0.06%	Reduced
513	CCC Chelsea Counsel Company Los Angeles, California	$221K	+$214K	1	0.05%	New
514	MSI Financial Services Springfield, Massachusetts	$218K	-$14K	3	0.03%	Reduced
515	RNS Robert N. Shapiro	$215K	$0	1	0.04%	Maintained
516	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$209K	+$197K	1	0.03%	New
517	DY Dowling & Yahnke San Diego, California	$209K	-$4.17K	1	0.03%	Reduced
518	Baker Avenue Asset Management San Francisco, California	$208K	+$201K	1	0.04%	New
519	Shelton Capital Management Denver, Colorado	$208K	+$201K	1	0.03%	New
520	IC IKOS CIF Limassol, Cyprus	$207K	+$179K	1	0.53%	New
521	OA OFI Advisors Philadelphia, Pennsylvania	$207K	+$34.1K	1	0.02%	Increased
522	BC Banced Corp Edwardsville, Illinois	$206K	+$195K	1	0.21%	New
523	SHA Smith Hayes Advisers Lincoln, Nebraska	$201K	+$195K	1	0.07%	New
524	EWM Edge Wealth Management New York	$187K	-$1.6M	1	0.09%	Reduced
525	Shinko Asset Management Company Tokyo, Japan	$174K	+$29.6K	2	0%	Increased