← 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
576	Banque Pictet & Cie Geneva 73, Switzerland	$650K	+$606K	1	0.02%	New
577	MCM Murphy Capital Management Bedminster, New Jersey	$649K	+$334K	1	0.1%	Increased
578	AHL Partners London, United Kingdom	$643K	-$4.71M	1	0.04%	Reduced
579	Atria Investments Charlotte, North Carolina	$642K	+$154K	2	0.07%	Increased
580	HCA Harbour Capital Advisors Tysons Corner, Virginia	$637K	+$152K	1	0.36%	Increased
581	Laird Norton Wetherby Wealth Management San Francisco, California	$635K	-$43.2K	1	0.15%	Reduced
582	Prudential plc London, England, United Kingdom	$623K	-$22.7M	1	0%	Reduced
583	PP PDT Partners New York	$622K	+$579K	1	0.04%	New
584	ECP Elk Creek Partners Denver, Colorado	$616K	-$66K	1	0.05%	Reduced
585	Hills Bank & Trust North Liberty, Iowa	$612K	+$571K	1	0.23%	New
586	NIMI Natixis Investment Managers International Paris, France	$602K	-$894K	2	0.07%	Reduced
587	Fifth Third Bancorp Cincinnati, Ohio	$601K	-$111K	3	0.01%	Reduced
588	SSB Sandy Spring Bank Olney, Maryland	$596K	+$518K	1	0.07%	Increased
589	PIM Parker Investment Management Menlo Park, California	$594K	+$554K	1	0.22%	New
590	Wedbush Securities Los Angeles, California	$583K	+$97.2K	1	0.1%	Increased
591	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$574K	+$535K	1	0.27%	New
592	Wealthfront Palo Alto, California	$560K	-$194K	1	0.02%	Reduced
593	SFI SPC Financial Inc Rockville, Maryland	$557K	-$17.2K	1	0.21%	Reduced
594	MFS Monetta Financial Services Wheaton, Illinois	$554K	$0	1	0.34%	Maintained
595	UFF USA Financial Formulas Ada, Michigan	$554K	+$266K	1	0.18%	Increased
596	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$546K	-$48.2K	1	0.74%	Reduced
597	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$546K	-$228K	1	0.12%	Reduced
598	Private Advisor Group Morristown, New Jersey	$544K	-$1.63M	1	0.03%	Reduced
599	ABFS Appropriate Balance Financial Services Bellevue, Washington	$540K	-$37.7K	1	0.38%	Reduced
600	Intact Investment Management Montreal, Quebec, Canada	$539K	+$503K	1	0.02%	New