← 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
651	Shinko Asset Management Company Tokyo, Japan	$152K	$0	2	0%	Maintained
652	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$139K	+$16.6K	2	0%	Increased
653	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$139K	+$142K	1	0.04%	New
654	IF Ironwood Financial Tucson, Arizona	$139K	$0	1	0.07%	Maintained
655	TDC Thompson Davis & Co Richmond, Virginia	$136K	-$14.2K	1	0.19%	Reduced
656	PHK Point72 Hong Kong Hong Kong	$131K	-$333K	1	0.19%	Reduced
657	SAM Solaris Asset Management New York	$130K	-$1.34K	1	0.1%	Reduced
658	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$128K	+$567	1	0.03%	Increased
659	Fuller & Thaler Asset Management San Mateo, California	$125K	-$203K	1	0%	Reduced
660	Twin Tree Management Dallas, Texas	$118K	-$452K	1	0%	Reduced
661	KT Kanaly Trust Houston, Texas	$117K	+$248	3	0.03%	Increased
662	Advisory Services Network Atlanta, Georgia	$115K	$0	2	0.03%	Maintained
663	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$111K	-$146K	1	0.04%	Reduced
664	HA Harfst & Associates Sheridan, Wyoming	$110K	-$6.84K	1	0.05%	Reduced
665	EDRE Edmond de Rothschild (Europe) Luxembourg	$108K	+$110K	1	0.05%	New
666	NFG Next Financial Group Houston, Texas	$98K	+$17.7K	1	0.04%	Increased
667	Rockefeller Financial Services New York	$98K	+$100K	1	0%	New
668	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$94K	$0	1	0.1%	Maintained
669	MAM Meeder Asset Management Dublin, Ohio	$94K	+$96.1K	1	0.01%	New
670	MUS Mitsubishi UFJ Securities Tokyo, Japan	$94K	+$20.6K	1	0.66%	Increased
671	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$87K	$0	1	0.01%	Maintained
672	TCOV Trust Company of Vermont Brattleboro, Vermont	$85K	+$21.6K	2	0.01%	Increased
673	LNB Ledyard National Bank	$82K	-$9.71K	2	0.02%	Reduced
674	AW Alpha Windward Westwood, Massachusetts	$81K	$0	1	0.06%	Maintained
675	People's United Financial Bridgeport, Connecticut	$78K	$0	1	0%	Maintained