← 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	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$293K	$0	1	0.06%	Maintained
502	Robeco Institutional Asset Management Rotterdam, Netherlands	$291K	+$51.1K	2	0%	Increased
503	AIS AlphaOne Investment Services West Chester, Pennsylvania	$289K	+$22.3K	1	0.07%	Increased
504	Thompson Siegel & Walmsley Richmond, Virginia	$288K	+$305K	1	0.01%	New
505	RHBC R.H. Bluestein & Co Birmingham, Michigan	$285K	$0	1	0.02%	Maintained
506	GCP GSA Capital Partners London, United Kingdom	$284K	+$302K	1	0.02%	New
507	ACM Artis Capital Management San Francisco, California	$282K	-$564K	1	0.27%	Reduced
508	WA WFG Advisors Dallas, Texas	$271K	$0	2	0.05%	Maintained
509	BC Banced Corp Edwardsville, Illinois	$263K	+$44.8K	1	0.27%	Increased
510	Catalyst Capital Advisors Huntington, New York	$261K	+$253K	1	0.06%	New
511	WesBanco Bank Wheeling, West Virginia	$247K	$0	1	0.01%	Maintained
512	GIS Guardian Investor Services New York	$244K	-$6.93K	1	0.19%	Reduced
513	PCM Parsons Capital Management Providence, Rhode Island	$244K	+$254K	1	0.03%	New
514	DY Dowling & Yahnke San Diego, California	$242K	+$27K	1	0.03%	Increased
515	TCM Touradji Capital Management Boca Raton, Florida	$235K	+$228K	1	1.72%	New
516	Scotia Capital Toronto, Ontario, Canada	$234K	+$245K	1	0.01%	New
517	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$232K	+$245K	2	0.07%	New
518	Edgewood Management Greenwich, Connecticut	$231K	+$242K	1	0%	New
519	AP Advisor Partners Walnut Creek, California	$229K	+$240K	1	0.13%	New
520	Azimuth Capital Management Bloomfield Hills, Michigan	$228K	-$8.97K	1	0.03%	Reduced
521	IC IKOS CIF Limassol, Cyprus	$227K	+$93.5K	1	0.34%	Increased
522	FIM Freedom Investment Management Hartford, Connecticut	$224K	-$6.82K	1	0.05%	Reduced
523	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$223K	$0	1	0.03%	Maintained
524	RNS Robert N. Shapiro	$222K	$0	1	0.04%	Maintained
525	FAM Formidable Asset Management Cincinnati, Ohio	$219K	$0	1	0.15%	Maintained