← 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
526	FAM Formidable Asset Management Cincinnati, Ohio	$256K	$0	1	0.17%	Maintained
527	FIM Freedom Investment Management Hartford, Connecticut	$255K	-$2.48K	1	0.03%	Reduced
528	WesBanco Bank Wheeling, West Virginia	$251K	-$2.95K	1	0.01%	Reduced
529	WIC Water Island Capital New York	$249K	+$124K	1	0.01%	Increased
530	BC Banced Corp Edwardsville, Illinois	$249K	-$4.07K	1	0.27%	Reduced
531	Highbridge Capital Management New York	$242K	-$113K	1	0%	Reduced
532	GIS Guardian Investor Services New York	$241K	-$1.36K	1	0.19%	Reduced
533	United Capital Financial Advisors Irving, Texas	$241K	+$17.3K	1	0%	Increased
534	AP Advisor Partners Walnut Creek, California	$238K	+$236K	1	0.11%	New
535	Azimuth Capital Management Bloomfield Hills, Michigan	$237K	$0	1	0.02%	Maintained
536	RNS Robert N. Shapiro	$237K	-$36.6K	1	0.05%	Reduced
537	DTL Dynamic Technology Lab Singapore	$232K	+$216K	1	0.12%	New
538	YMRC Yorktown Management & Research Company Forest, Virginia	$227K	+$211K	1	0.05%	New
539	BA Birinyi Associates Westport, Connecticut	$225K	$0	1	0.1%	Maintained
540	RCM Reynolds Capital Management Las Vegas, Nevada	$225K	-$248K	1	0.19%	Reduced
541	Shelton Capital Management Denver, Colorado	$223K	+$222K	1	0.03%	New
542	CBT Central Bank & Trust Lexington, Kentucky	$221K	+$116K	1	0.08%	Increased
543	SRAM Stone Ridge Asset Management New York	$219K	+$218K	1	0.46%	New
544	VCM Vigilant Capital Management Portland, Maine	$214K	+$212K	1	0.04%	New
545	MIC MU Investments Company Tokyo, Japan	$210K	+$25.5K	1	0.09%	Increased
546	AAM Azzad Asset Management Falls Church, Virginia	$210K	+$208K	1	0.11%	New
547	CCA Checchi Capital Advisers Beverly Hills, California	$208K	+$207K	1	0.08%	New
548	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$202K	+$194K	3	0%	New
549	EWM Edge Wealth Management New York	$202K	$0	1	0.07%	Maintained
550	GLI Guardian Life Insurance New York	$198K	+$4.13K	1	0.02%	Increased