← 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	WSCM Wellington Shields Capital Management New York	$993K	+$981K	1	0.17%	New
552	AIM Assured Investment Management New York	$988K	+$151K	3	0.02%	Increased
553	Laird Norton Wetherby Wealth Management San Francisco, California	$959K	+$281K	2	0.21%	Increased
554	SAM Symphony Asset Management San Francisco, California	$938K	-$2.31M	1	0.1%	Reduced
555	SEC Seven Eight Capital New York	$936K	+$516K	2	0.32%	Increased
556	OMERS Administration Corp Toronto, Ontario, Canada	$932K	+$970K	2	0.02%	New
557	TCTC Holdings Dallas, Texas	$926K	$0	1	0.06%	Maintained
558	BSPF British Steel Pension Fund London, United Kingdom	$924K	-$692K	1	0.13%	Reduced
559	NIMI Natixis Investment Managers International Paris, France	$895K	+$243K	2	0.1%	Increased
560	Luther King Capital Management (LKCM) Fort Worth, Texas	$886K	$0	1	0.01%	Maintained
561	TNAM Terra Nova Asset Management New York	$881K	+$378K	1	1.5%	Increased
562	JWS Juncture Wealth Strategies Scottsdale, Arizona	$880K	-$207K	1	0.63%	Reduced
563	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$874K	$0	1	0.44%	Maintained
564	SSB Sandy Spring Bank Olney, Maryland	$870K	+$227K	1	0.1%	Increased
565	BCM Boltwood Capital Management Walnut Creek, California	$864K	+$53.8K	1	0.72%	Increased
566	MAM Mizuho Asset Management Tokyo, Japan	$838K	+$454K	2	0.15%	Increased
567	LAM Lebenthal Asset Management New York	$837K	+$827K	1	0.11%	New
568	LH Lebenthal Holdings New York	$837K	-$403K	1	0.1%	Reduced
569	SM Sciencast Management Princeton, New Jersey	$837K	-$696K	1	0.37%	Reduced
570	ACM Argentus Capital Management Dallas, Texas	$824K	-$235K	1	0.35%	Reduced
571	HCA Harbour Capital Advisors Tysons Corner, Virginia	$820K	+$133K	1	0.46%	Increased
572	Intact Investment Management Montreal, Quebec, Canada	$810K	+$228K	1	0.03%	Increased
573	Shelton Capital Management Denver, Colorado	$807K	+$369K	1	0.07%	Increased
574	Banque Pictet & Cie Geneva 73, Switzerland	$778K	+$78.5K	1	0.02%	Increased
575	CA Cornerstone Advisors Asheville, North Carolina	$778K	+$377K	1	0.19%	Increased