← 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	MFS Monetta Financial Services Wheaton, Illinois	$588K	$0	1	0.35%	Maintained
602	Sigma Planning Corp Ann Arbor, Michigan	$580K	+$351K	1	0.08%	Increased
603	MSI Financial Services Springfield, Massachusetts	$567K	+$119K	3	0.03%	Increased
604	EC Eachwin Capital New York	$547K	+$545K	1	0.55%	New
605	Edmond de Rothschild Holding Chambesy, Switzerland	$541K	+$172K	2	0.01%	Increased
606	First Allied Advisory Services San Diego, California	$538K	+$44K	1	0.03%	Increased
607	JT Jump Trading Chicago, Illinois	$538K	+$526K	2	0.02%	New
608	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$538K	+$43.4K	2	0.01%	Increased
609	LCM Logan Capital Management Newtown Square, Pennsylvania	$527K	+$203K	1	0.04%	Increased
610	BTNA Bremer Trust National Association St. Cloud, Minnesota	$515K	-$1.33K	1	0.15%	Reduced
611	JGC J. Goldman & Co New York	$515K	+$513K	1	0.05%	New
612	CEP Chicago Equity Partners Chicago, Illinois	$512K	+$489K	1	0.01%	New
613	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$511K	-$6.14M	2	0.01%	Reduced
614	Wedbush Securities Los Angeles, California	$508K	+$56.8K	1	0.09%	Increased
615	HCA Harbour Capital Advisors Tysons Corner, Virginia	$504K	+$238K	1	0.27%	Increased
616	EFS Essex Financial Services Essex, Connecticut	$490K	+$201K	2	0.12%	Increased
617	IFP Advisors Tampa, Florida	$490K	+$487K	3	0.03%	New
618	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$476K	-$93.3K	2	0.08%	Reduced
619	Atria Investments Charlotte, North Carolina	$473K	+$30.8K	1	0.05%	Increased
620	FIM Freedom Investment Management Hartford, Connecticut	$469K	+$133K	1	0.04%	Increased
621	Edgewood Management Greenwich, Connecticut	$464K	+$25K	1	0%	Increased
622	LP LGL Partners Philadelphia, Pennsylvania	$459K	+$458K	1	0.25%	New
623	KIG Kessler Investment Group Columbus, Indiana	$455K	-$56.4K	1	0.72%	Reduced
624	WSA Wall Street Associates Lajolla, California	$455K	$0	1	0.13%	Maintained
625	IC Intersect Capital San Ramon, California	$449K	-$79.2K	1	0.39%	Reduced