← 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
676	ABFS Appropriate Balance Financial Services Bellevue, Washington	$431K	-$37.7K	1	0.26%	Reduced
677	NERM New England Research & Management Chicago, Illinois	$431K	$0	1	0.34%	Maintained
678	AP Advisor Partners Walnut Creek, California	$430K	-$290	1	0.13%	Reduced
679	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$421K	-$2.26M	1	0.03%	Reduced
680	United Capital Financial Advisors Irving, Texas	$420K	-$82.7K	1	0%	Reduced
681	BA Birinyi Associates Westport, Connecticut	$414K	-$18.1K	1	0.23%	Reduced
682	Horizon Kinetics New York	$412K	+$35.4K	1	0.01%	Increased
683	LP LGL Partners Philadelphia, Pennsylvania	$392K	$0	1	0.22%	Maintained
684	IHL Investment House LLC Redondo Beach, California	$388K	-$798K	1	0.06%	Reduced
685	CS Credential Securities Vancouver,	$380K	+$58.9K	2	0.15%	Increased
686	KIG Kessler Investment Group Columbus, Indiana	$372K	-$726	1	0.45%	Reduced
687	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$372K	-$6.46K	2	0.01%	Reduced
688	GAMCO Investors Greenwich, Connecticut	$371K	-$193K	1	0%	Reduced
689	SSP Sapphire Star Partners Redmond, Washington	$363K	$0	1	0.4%	Maintained
690	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$362K	+$7.62K	1	0.05%	Increased
691	O'Shaughnessy Asset Management Stamford, Connecticut	$360K	-$27K	1	0.01%	Reduced
692	Wealthfront Palo Alto, California	$358K	-$119K	1	0.01%	Reduced
693	FIM Freedom Investment Management Hartford, Connecticut	$352K	-$12.6K	1	0.02%	Reduced
694	DA DSC Advisors Chicago, Illinois	$348K	-$34.3K	1	0.2%	Reduced
695	WSA Wall Street Associates Lajolla, California	$344K	-$726	1	0.23%	Reduced
696	RHBC R.H. Bluestein & Co Birmingham, Michigan	$342K	$0	1	0.02%	Maintained
697	ACM Aviance Capital Management Sarasota, Florida	$341K	-$161K	1	0.02%	Reduced
698	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$341K	+$362K	1	0.08%	New
699	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$340K	+$27.9K	3	0.28%	Increased
700	Commerce Bank Kansas City, Missouri	$338K	+$82.2K	1	0.01%	Increased