← 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	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$403K	+$44.7K	1	0.14%	Increased
702	Bessemer Group Woodbridge, New Jersey	$402K	-$264K	2	0%	Reduced
703	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$402K	-$2.34K	2	0.22%	Reduced
704	ACM Aviance Capital Management Sarasota, Florida	$400K	-$10.6K	1	0.02%	Reduced
705	BB Bell Bank Fargo, North Dakota	$398K	+$23.6K	1	0.15%	Increased
706	NERM New England Research & Management Chicago, Illinois	$396K	-$120K	1	0.3%	Reduced
707	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$396K	+$129K	1	0.08%	Increased
708	FFC First Financial Corp Terre Haute, Indiana	$390K	+$11.7K	1	0.25%	Increased
709	Global X Management Company New York	$385K	+$105K	2	0.01%	Increased
710	GW & Wade Wellesley, Massachusetts	$383K	$0	1	0.05%	Maintained
711	Covington Capital Management Los Angeles, California	$382K	+$52.6K	1	0.03%	Increased
712	PMG ProVise Management Group Clearwater, Florida	$382K	+$38.3K	1	0.06%	Increased
713	SCA Snowden Capital Advisors New York	$382K	+$112K	1	0.08%	Increased
714	BlueCrest Capital Management St Helier, Jersey	$380K	-$2.5M	1	0.02%	Reduced
715	P8IP Pier 88 Investment Partners San Francisco, California	$380K	-$411K	1	0.16%	Reduced
716	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$375K	+$374K	1	0.07%	New
717	Tower Research Capital (TRC) New York	$374K	-$610K	3	0.04%	Reduced
718	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$371K	-$63.2K	1	0.05%	Reduced
719	SCI S&CO Inc Boston, Massachusetts	$371K	$0	1	0.05%	Maintained
720	DG Davidson & Garrard Lynchburg, Virginia	$370K	+$7.99K	1	0.09%	Increased
721	Wealthspire Advisors (Maryland) Potomac, Maryland	$365K	-$407K	3	0.05%	Reduced
722	BHB Bank Hapoalim BM Tel Aviv, Israel	$363K	+$351K	1	0.09%	New
723	MN Services Vermogensbeheer The Hague, Netherlands	$362K	-$1.06M	1	0.07%	Reduced
724	Edmond de Rothschild Holding Chambesy, Switzerland	$358K	-$737K	1	0.01%	Reduced
725	FWM Frontier Wealth Management Kansas City, Missouri	$355K	+$344K	1	0.05%	New