← 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
751	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$477K	+$222	2	0.01%	Increased
752	AIS AlphaOne Investment Services West Chester, Pennsylvania	$472K	-$6.26K	1	0.13%	Reduced
753	SLF Sun Life Financial Toronto, Ontario, Canada	$470K	+$13.6K	1	0.05%	Increased
754	Wealthspire Advisors (Maryland) Potomac, Maryland	$467K	+$3.04K	3	0.05%	Increased
755	CL CSS LLC Chicago, Illinois	$463K	-$54.5K	2	0.02%	Reduced
756	IHL Investment House LLC Redondo Beach, California	$459K	$0	1	0.06%	Maintained
757	GAMCO Investors Greenwich, Connecticut	$458K	-$14.7K	1	0%	Reduced
758	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$457K	$0	1	0.02%	Maintained
759	Tiedemann Advisors New York	$456K	+$448K	1	0.04%	New
760	Brighton Jones LLC Seattle, Washington	$453K	-$7.64K	1	0.06%	Reduced
761	CG Clinton Group New York	$448K	+$441K	1	0.05%	New
762	IPAM ICICI Prudential Asset Management Mumbai, India	$439K	-$184K	1	2.07%	Reduced
763	CC Cedar Capital Barrington, Illinois	$438K	+$111K	1	0.21%	Increased
764	DA DSC Advisors Chicago, Illinois	$437K	+$34.8K	1	0.14%	Increased
765	Numeric Investors Boston, Massachusetts	$437K	+$433K	1	0%	New
766	Stratos Wealth Partners Beachwood, Ohio	$436K	+$15.3K	1	0.02%	Increased
767	FPF FNY Partners Fund New York	$434K	+$411K	1	0.07%	New
768	BB Bell Bank Fargo, North Dakota	$431K	-$12.5K	1	0.13%	Reduced
769	Sigma Planning Corp Ann Arbor, Michigan	$430K	+$23K	1	0.04%	Increased
770	DG Davidson & Garrard Lynchburg, Virginia	$428K	$0	1	0.1%	Maintained
771	TCOT Trust Company of Toledo Holland, Ohio	$423K	+$20.7K	1	0.11%	Increased
772	SCI S&CO Inc Boston, Massachusetts	$420K	$0	1	0.05%	Maintained
773	TI Turner Investments Berwyn, Pennsylvania	$413K	-$2.69M	1	1.87%	Reduced
774	LW Linscomb Wealth Houston, Texas	$408K	+$16.6K	1	0.04%	Increased
775	CCA Checchi Capital Advisers Beverly Hills, California	$406K	-$18.2K	1	0.04%	Reduced