← 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
551	Hillsdale Investment Management Toronto, Ontario, Canada	$272K	-$43.1K	1	0.07%	Reduced
552	NV Nair Vinay	$272K	+$252K	1	0.19%	New
553	SIM SSI Investment Management Los Angeles, California	$270K	+$250K	1	0.03%	New
554	Azimuth Capital Management Bloomfield Hills, Michigan	$267K	$0	1	0.03%	Maintained
555	BA Birinyi Associates Westport, Connecticut	$254K	$0	1	0.17%	Maintained
556	Shelton Capital Management Denver, Colorado	$251K	$0	1	0.03%	Maintained
557	Advisors Asset Management Monument, Colorado	$249K	+$50.9K	2	0%	Increased
558	SRAM Stone Ridge Asset Management New York	$247K	$0	1	0.62%	Maintained
559	AAM Azzad Asset Management Falls Church, Virginia	$246K	+$9.24K	1	0.12%	Increased
560	AIS AlphaOne Investment Services West Chester, Pennsylvania	$243K	-$421K	1	0.09%	Reduced
561	Acadian Asset Management Boston, Massachusetts	$240K	+$223K	1	0%	New
562	BUB BBVA USA Bancshares Houston, Texas	$239K	+$222K	1	0.01%	New
563	Rockefeller Financial Services New York	$236K	+$185K	1	0.01%	Increased
564	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$233K	-$508K	1	0.09%	Reduced
565	Numeric Investors Boston, Massachusetts	$230K	+$213K	1	0%	New
566	Commerce Bank Kansas City, Missouri	$229K	+$213K	1	0%	New
567	EWM Edge Wealth Management New York	$228K	$0	1	0.08%	Maintained
568	GMIM General Motors Investment Management New York	$228K	+$211K	1	0.02%	New
569	FineMark National Bank & Trust Fort Myers, Florida	$224K	+$81.6K	2	0.03%	Increased
570	TC TradeLink Capital Chicago, Illinois	$221K	+$66.7K	1	0.56%	Increased
571	BC Banced Corp Edwardsville, Illinois	$219K	-$65.6K	1	0.31%	Reduced
572	IPC Independent Portfolio Consultants Boca Raton, Florida	$216K	-$6.99K	2	0.04%	Reduced
573	Cetera Advisor Networks El Segundo, California	$211K	+$195K	1	0.01%	New
574	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$209K	+$196K	1	0.05%	New
575	Ballentine Partners Waltham, Massachusetts	$205K	+$191K	1	0.02%	New