← 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
601	Azimuth Capital Management Bloomfield Hills, Michigan	$279K	$0	1	0.03%	Maintained
602	LCM Logan Capital Management Newtown Square, Pennsylvania	$275K	+$289K	1	0.02%	New
603	IC IKOS CIF Limassol, Cyprus	$274K	-$123K	1	0.9%	Reduced
604	MCM Murphy Capital Management Bedminster, New Jersey	$271K	+$278K	1	0.04%	New
605	United Capital Financial Advisors Irving, Texas	$262K	-$21.5K	1	0%	Reduced
606	SRAM Stone Ridge Asset Management New York	$258K	$0	1	0.6%	Maintained
607	AAM Azzad Asset Management Falls Church, Virginia	$257K	+$498	1	0.13%	Increased
608	CCA Checchi Capital Advisers Beverly Hills, California	$257K	-$28.8K	1	0.07%	Reduced
609	YMRC Yorktown Management & Research Company Forest, Virginia	$256K	$0	1	0.04%	Maintained
610	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$255K	+$261K	1	0.08%	New
611	MSI Financial Services Springfield, Massachusetts	$253K	-$26K	3	0.02%	Reduced
612	Hillsdale Investment Management Toronto, Ontario, Canada	$250K	$0	1	0.08%	Maintained
613	Tower Research Capital (TRC) New York	$245K	+$96.9K	3	0.02%	Increased
614	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$243K	-$71	1	0.1%	Reduced
615	Commerce Bank Kansas City, Missouri	$239K	$0	1	0%	Maintained
616	EWM Edge Wealth Management New York	$237K	$0	1	0.08%	Maintained
617	FineMark National Bank & Trust Fort Myers, Florida	$237K	+$8.09K	2	0.03%	Increased
618	MIC MU Investments Company Tokyo, Japan	$229K	+$46.3K	1	0.11%	Increased
619	SIM SSI Investment Management Los Angeles, California	$229K	-$50.8K	1	0.02%	Reduced
620	Raymond James Trust St. Petersburg, Florida	$223K	+$228K	1	0.02%	New
621	Ballentine Partners Waltham, Massachusetts	$220K	+$5.98K	1	0.02%	Increased
622	IPC Independent Portfolio Consultants Boca Raton, Florida	$219K	+$15.5K	2	0.04%	Increased
623	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$214K	+$4.27K	1	0.02%	Increased
624	SGH Schonfeld Group Holdings Jericho, New York	$213K	+$218K	1	0.2%	New
625	Wilmington Savings Fund Society Wilmington, Delaware	$213K	+$218K	1	0.01%	New