← 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
626	IC IKOS CIF Limassol, Cyprus	$250K	+$55.3K	1	0.73%	Increased
627	ANB Amarillo National Bank Amarillo, Texas	$247K	+$252K	1	0.12%	New
628	EFS Essex Financial Services Essex, Connecticut	$247K	+$252K	1	0.06%	New
629	Capstone Investment Advisors New York	$243K	+$261K	1	0.01%	New
630	DTL Dynamic Technology Lab Singapore	$243K	-$753K	1	0.08%	Reduced
631	Commerce Bank Kansas City, Missouri	$239K	+$851	1	0%	Increased
632	HCA Harbour Capital Advisors Tysons Corner, Virginia	$235K	+$240K	1	0.17%	New
633	EWM Edge Wealth Management New York	$232K	$0	1	0.09%	Maintained
634	GS GAM Systematic Cambridge, United Kingdom	$231K	+$44.8K	1	0.05%	Increased
635	SIM SSI Investment Management Los Angeles, California	$229K	$0	1	0.02%	Maintained
636	Ballentine Partners Waltham, Massachusetts	$223K	+$3.69K	1	0.02%	Increased
637	NRS Neville Rodie & Shaw New York	$222K	+$227K	1	0.03%	New
638	IRS Invictus RG (Singapore) Singapore	$215K	+$181K	1	0.2%	Increased
639	MIC MU Investments Company Tokyo, Japan	$214K	$0	1	0.12%	Maintained
640	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$213K	$0	1	0.02%	Maintained
641	Wilmington Savings Fund Society Wilmington, Delaware	$213K	$0	1	0.01%	Maintained
642	Acadian Asset Management Boston, Massachusetts	$210K	$0	1	0%	Maintained
643	CI CAZ Investments Houston, Texas	$208K	-$425	1	0.17%	Reduced
644	CCC Chelsea Counsel Company Los Angeles, California	$208K	$0	1	0.05%	Maintained
645	FineMark National Bank & Trust Fort Myers, Florida	$205K	-$30.1K	2	0.03%	Reduced
646	Sigma Planning Corp Ann Arbor, Michigan	$201K	+$205K	1	0.03%	New
647	TF Tompkins Financial Ithaca, New York	$196K	$0	1	0.06%	Maintained
648	AA Apriem Advisors Irvine, California	$184K	+$67.3K	1	0.07%	Increased
649	WEC Winslow Evans & Crocker Boston, Massachusetts	$181K	-$992	1	0.06%	Reduced
650	SEC Seven Eight Capital New York	$167K	+$28.4K	1	0.15%	Increased