← 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
1351	JHP James Hambro & Partners London, United Kingdom	$304K	+$312K	1	0.06%	New
1352	KC Knuff & Co Foster City, California	$304K	+$41.8K	2	0.21%	Increased
1353	NAM North American Management Boston, Massachusetts	$304K	$0	1	0.05%	Maintained
1354	PCG Private Capital Group West Hartford, Connecticut	$304K	+$153K	2	0.05%	Increased
1355	ET Equitable Trust Nashville, Tennessee	$303K	+$103K	1	0.03%	Increased
1356	EIM Essex Investment Management Boston, Massachusetts	$302K	$0	1	0.04%	Maintained
1357	First Manhattan New York	$300K	+$22.9K	2	0%	Increased
1358	CIM CIM Investment Management Pittsburgh, Pennsylvania	$298K	-$28.4K	1	0.11%	Reduced
1359	MTC McDaniel Terry & Co Austin, Texas	$297K	+$304K	1	0.05%	New
1360	JA JLB & Associates Plymouth, Michigan	$294K	+$20.1K	1	0.06%	Increased
1361	GFS GYL Financial Synergies West Hartford, Connecticut	$293K	+$9.27K	1	0.15%	Increased
1362	CA Calton & Associates Tampa, Florida	$292K	-$31.2K	1	0.06%	Reduced
1363	GTAM Global Trust Asset Management West Palm Beach, Florida	$289K	-$492K	1	0.19%	Reduced
1364	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$289K	-$41K	1	0.05%	Reduced
1365	Palisade Capital Management Fort Lee, New Jersey	$289K	-$114K	1	0.01%	Reduced
1366	BAM Barrett Asset Management New York	$286K	-$1.36K	2	0.02%	Reduced
1367	TF Tompkins Financial Ithaca, New York	$286K	$0	1	0.06%	Maintained
1368	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$284K	+$49.2K	1	0.13%	Increased
1369	Geneos Wealth Management Englewood, Colorado	$283K	+$69.1K	3	0.02%	Increased
1370	GPWA Great Point Wealth Advisors Boston, Massachusetts	$281K	$0	1	0.19%	Maintained
1371	FMTC Farmers & Merchants Trust Company Long Beach, California	$279K	+$1.52K	1	0.12%	Increased
1372	GC Gilbert & Cook West Des Moines, Iowa	$279K	+$286K	1	0.08%	New
1373	TP Tranquility Partners Brentwood, Tennessee	$279K	$0	1	0.3%	Maintained
1374	NF Nikulski Financial Bettendorf, Iowa	$277K	-$12.2K	1	0.23%	Reduced
1375	WP WMS Partners Towson, Maryland	$277K	+$284K	1	0.07%	New