← 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	TSS Two Sigma Securities New York	$509K	+$557K	1	0.17%	New
627	EDRE Edmond de Rothschild (Europe) Luxembourg	$497K	+$391K	1	0.2%	Increased
628	MC Menta Capital San Francisco, California	$496K	-$3.08M	1	0.05%	Reduced
629	IC Intersect Capital San Ramon, California	$494K	-$21.7K	1	0.39%	Reduced
630	Wealthfront Palo Alto, California	$490K	-$227K	1	0.01%	Reduced
631	ABFS Appropriate Balance Financial Services Bellevue, Washington	$486K	-$31.7K	1	0.31%	Reduced
632	Verition Fund Management Greenwich, Connecticut	$476K	-$1.69M	1	0.05%	Reduced
633	1GA 1st Global Advisors Dallas, Texas	$475K	+$25.2K	1	0.06%	Increased
634	AW ACG Wealth Atlanta, Georgia	$471K	-$3.82K	1	0.1%	Reduced
635	HCM Hollencrest Capital Management Newport Beach, California	$471K	+$8.91K	1	0.07%	Increased
636	IFP Advisors Tampa, Florida	$460K	-$121K	3	0.02%	Reduced
637	JIP Jaffetilchin Investment Partners Tampa, Florida	$457K	+$165K	1	0.15%	Increased
638	BA Birinyi Associates Westport, Connecticut	$449K	+$234K	1	0.24%	Increased
639	NERM New England Research & Management Chicago, Illinois	$449K	+$491K	1	0.38%	New
640	AP Advisor Partners Walnut Creek, California	$448K	-$57.6K	1	0.15%	Reduced
641	AAM Azzad Asset Management Falls Church, Virginia	$448K	+$138K	1	0.18%	Increased
642	EC Eachwin Capital New York	$433K	$0	1	0.4%	Maintained
643	KA Kovack Advisors Ft. Lauderdale, Florida	$420K	+$168K	1	0.2%	Increased
644	WEC Winslow Evans & Crocker Boston, Massachusetts	$410K	+$253K	1	0.12%	Increased
645	TPWA TRUE Private Wealth Advisors Salem, Oregon	$408K	+$12.3K	1	0.13%	Increased
646	Waldron Private Wealth Bridgeville, Pennsylvania	$408K	-$4.42K	1	0.15%	Reduced
647	Schonfeld Strategic Advisors New York	$407K	-$3.45M	1	0.07%	Reduced
648	LP LGL Partners Philadelphia, Pennsylvania	$403K	$0	1	0.21%	Maintained
649	Homrich & Berg Atlanta, Georgia	$401K	+$140K	1	0.04%	Increased
650	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$400K	-$80.4K	2	0.01%	Reduced