← 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
701	AB Atlas Brown Louisville, Kentucky	$248K	$0	1	0.1%	Maintained
702	AW ACG Wealth Atlanta, Georgia	$246K	-$2.14M	1	0.06%	Reduced
703	Commerce Bank Kansas City, Missouri	$246K	-$12K	1	0%	Reduced
704	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$243K	-$34.4K	1	0.1%	Reduced
705	SIM SSI Investment Management Los Angeles, California	$243K	+$69	1	0.02%	Increased
706	VF Virtu Financial New York	$240K	+$223K	1	0.03%	New
707	HCM Hollencrest Capital Management Newport Beach, California	$236K	-$452K	1	0.04%	Reduced
708	SRAM Stone Ridge Asset Management New York	$236K	-$34.4K	1	1.43%	Reduced
709	BRA Blue Rock Advisors Wayzata, Minnesota	$229K	+$48.8K	1	2.82%	Increased
710	VFA Voya Financial Advisors Windsor, Connecticut	$227K	+$34.8K	1	0.03%	Increased
711	FMA FNY Managed Accounts New York	$226K	+$211K	1	0.4%	New
712	DG Davidson & Garrard Lynchburg, Virginia	$225K	+$13.8K	1	0.06%	Increased
713	AL Agran Libbie Santa Monica, California	$220K	+$205K	1	0.06%	New
714	Edmond de Rothschild Holding Chambesy, Switzerland	$219K	-$262K	2	0.01%	Reduced
715	WAM Weatherly Asset Management Del Mar, California	$214K	+$44.3K	1	0.07%	Increased
716	PHK Point72 Hong Kong Hong Kong	$210K	-$4.53K	2	0.41%	Reduced
717	WP WealthSource Partners San Luis Obispo, California	$209K	+$195K	1	0.09%	New
718	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$206K	-$216K	2	0%	Reduced
719	D.A. Davidson & Co Great Falls, Montana	$206K	-$64K	1	0.01%	Reduced
720	PM Parametrica Management Wanchai, Hong Kong	$201K	+$208K	1	0.72%	New
721	Wilmington Savings Fund Society Wilmington, Delaware	$200K	-$21.5K	1	0.01%	Reduced
722	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$199K	+$31.9K	2	0%	Increased
723	Huntington National Bank Columbus, Ohio	$198K	-$830K	2	0%	Reduced
724	Allworth Financial Folsom, California	$185K	+$138K	1	0.02%	Increased
725	FineMark National Bank & Trust Fort Myers, Florida	$183K	-$35.4K	1	0.02%	Reduced