← 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	DA DSC Advisors Chicago, Illinois	$396K	+$218K	1	0.24%	Increased
652	FHAM Folger Hill Asset Management New York	$396K	-$7.09M	1	0.02%	Reduced
653	WP WealthSource Partners San Luis Obispo, California	$396K	+$213K	1	0.14%	Increased
654	Horizon Kinetics New York	$394K	+$18.8K	1	0.01%	Increased
655	KIG Kessler Investment Group Columbus, Indiana	$388K	-$16.7K	1	0.56%	Reduced
656	LMR Partners London, United Kingdom	$388K	-$1.98M	1	0.04%	Reduced
657	Private Advisor Group Morristown, New Jersey	$386K	-$244K	1	0.02%	Reduced
658	FRM Fox Run Management Greenwich, Connecticut	$385K	+$421K	1	0.23%	New
659	Bessemer Group Woodbridge, New Jersey	$384K	+$7.76K	3	0%	Increased
660	O'Shaughnessy Asset Management Stamford, Connecticut	$381K	+$2.21K	1	0.01%	Increased
661	FIM Freedom Investment Management Hartford, Connecticut	$379K	-$31.9K	1	0.02%	Reduced
662	SSP Sapphire Star Partners Redmond, Washington	$378K	$0	1	0.46%	Maintained
663	BHA Beech Hill Advisors New York	$377K	-$109K	1	0.23%	Reduced
664	SLF Sun Life Financial Toronto, Ontario, Canada	$370K	-$591K	1	0.05%	Reduced
665	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$369K	-$124K	1	0.05%	Reduced
666	CCA Checchi Capital Advisers Beverly Hills, California	$367K	-$54.6K	1	0.04%	Reduced
667	WSA Wall Street Associates Lajolla, California	$367K	+$81.2K	1	0.13%	Increased
668	First Allied Advisory Services San Diego, California	$362K	+$14.4K	1	0.02%	Increased
669	RHBC R.H. Bluestein & Co Birmingham, Michigan	$357K	$0	1	0.02%	Maintained
670	SCM Southport Capital Management Chattanooga, Tennessee	$357K	+$3.9K	1	0.25%	Increased
671	Magnetar Financial Evanston, Illinois	$351K	-$129K	1	0.01%	Reduced
672	CG Cutler Group San Francisco, California	$345K	-$278K	1	0.02%	Reduced
673	CS Credential Securities Vancouver,	$344K	+$52.5K	2	0.16%	Increased
674	FFC First Financial Corp Terre Haute, Indiana	$344K	-$72.2K	1	0.2%	Reduced
675	CL CPWM LLC Seattle, Washington	$342K	+$89K	1	0.08%	Increased