← 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
801	NWP Northstar Wealth Partners West Hartford, Connecticut	$354K	$0	1	0.35%	Maintained
802	WEC Winslow Evans & Crocker Boston, Massachusetts	$346K	-$191K	1	0.11%	Reduced
803	YMRC Yorktown Management & Research Company Forest, Virginia	$345K	$0	1	0.09%	Maintained
804	FC Ferris Capital Marlborough, Massachusetts	$344K	$0	1	0.17%	Maintained
805	Tower Research Capital (TRC) New York	$342K	+$8.67K	2	0.03%	Increased
806	KA Kovack Advisors Ft. Lauderdale, Florida	$341K	+$9.94K	1	0.11%	Increased
807	ECP Elk Creek Partners Denver, Colorado	$338K	+$8.14K	1	0.02%	Increased
808	WPP Whalerock Point Partners Providence, Rhode Island	$338K	+$46K	1	0.12%	Increased
809	HWA HCR Wealth Advisors Los Angeles, California	$335K	+$38.8K	1	0.14%	Increased
810	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$334K	+$329K	1	0.14%	New
811	TDC Thompson Davis & Co Richmond, Virginia	$334K	+$37.6K	1	0.59%	Increased
812	1SB 1ST Source Bank South Bend, Indiana	$332K	$0	1	0.03%	Maintained
813	ANB Amarillo National Bank Amarillo, Texas	$332K	$0	1	0.11%	Maintained
814	GFPC Global Financial Private Capital Sarasota, Florida	$329K	+$324K	1	0.01%	New
815	Lincoln National Corp Radnor, Pennsylvania	$328K	+$7.27K	1	0.01%	Increased
816	RGNCM R.G. Niederhoffer Capital Management New York	$326K	-$73.6K	1	2.1%	Reduced
817	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$325K	-$45.8K	1	0.07%	Reduced
818	BFO Boston Family Office Boston, Massachusetts	$319K	+$315K	1	0.04%	New
819	Luther King Capital Management (LKCM) Fort Worth, Texas	$319K	+$44.1K	1	0%	Increased
820	PI Parkside Investments Deerfield, Illinois	$318K	+$313K	1	0.18%	New
821	EWM Edge Wealth Management New York	$317K	-$6.44K	1	0.1%	Reduced
822	FIM Freedom Investment Management Hartford, Connecticut	$316K	-$66.3K	1	0.02%	Reduced
823	HS HighVista Strategies Boston, Massachusetts	$316K	+$313K	1	0.07%	New
824	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$309K	$0	1	0.03%	Maintained
825	WAM Weatherly Asset Management Del Mar, California	$309K	$0	1	0.08%	Maintained