← 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	EWM Edge Wealth Management New York	$277K	$0	1	0.12%	Maintained
702	Handelsbanken Fonder Stockholm, Sweden	$275K	$0	1	0.01%	Maintained
703	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$270K	-$39.2K	1	0.05%	Reduced
704	Acadian Asset Management Boston, Massachusetts	$268K	-$185K	1	0%	Reduced
705	CS Credential Securities Vancouver,	$266K	+$273K	2	0.14%	New
706	VFA Voya Financial Advisors Windsor, Connecticut	$264K	+$22.1K	1	0.03%	Increased
707	ECP Elk Creek Partners Denver, Colorado	$263K	-$353K	1	0.02%	Reduced
708	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$263K	-$3.33M	1	0.04%	Reduced
709	BA Birinyi Associates Westport, Connecticut	$262K	-$19.6K	1	0.11%	Reduced
710	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$261K	$0	1	0.1%	Maintained
711	Crestwood Advisors Group Boston, Massachusetts	$258K	+$255K	1	0.03%	New
712	MFW Meristem Family Wealth Minnetonka, Minnesota	$249K	-$48.6K	1	0.11%	Reduced
713	DG Davidson & Garrard Lynchburg, Virginia	$242K	$0	1	0.06%	Maintained
714	FAM Foresters Asset Management Toronto, Ontario, Canada	$238K	+$235K	1	0.12%	New
715	MC Miles Capital West Des Moines, Iowa	$234K	+$231K	1	0.16%	New
716	WSA Wall Street Associates Lajolla, California	$234K	-$118K	1	0.09%	Reduced
717	WAM Weatherly Asset Management Del Mar, California	$233K	$0	1	0.08%	Maintained
718	CB Chemical Bank Detroit, Michigan	$232K	+$229K	1	0.03%	New
719	Dana Investment Advisors Waukesha, Wisconsin	$231K	+$228K	1	0.01%	New
720	GF Gerstein Fisher New York	$231K	+$229K	1	0.03%	New
721	Squarepoint New York	$231K	-$81.5K	1	0.01%	Reduced
722	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$228K	-$43.2K	1	0.03%	Reduced
723	WP WealthSource Partners San Luis Obispo, California	$224K	$0	1	0.08%	Maintained
724	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$222K	$0	2	0%	Maintained
725	DA DSC Advisors Chicago, Illinois	$220K	+$217K	1	0.14%	New