← 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
451	EWM Edge Wealth Management New York	$149K	+$161K	1	0.1%	New
452	FLC Francis L. Coolidge	$149K	+$161K	1	0.18%	New
453	OA OFI Advisors Philadelphia, Pennsylvania	$149K	+$161K	1	0.02%	New
454	Group One Trading Chicago, Illinois	$148K	+$140K	1	0%	New
455	Fuller & Thaler Asset Management San Mateo, California	$137K	+$149K	1	0.01%	New
456	Advisors Asset Management Monument, Colorado	$126K	+$136K	1	0%	New
457	Robeco Institutional Asset Management Rotterdam, Netherlands	$126K	+$136K	1	0%	New
458	Glenmede Trust Philadelphia, Pennsylvania	$110K	+$120K	2	0%	New
459	Shinko Asset Management Company Tokyo, Japan	$107K	+$116K	1	0%	New
460	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$104K	+$111K	2	0.01%	New
461	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$103K	+$111K	1	0.03%	New
462	RNS Robert N. Shapiro	$94K	+$102K	1	0.02%	New
463	HF Hoxton Financial Shepherdstown, West Virginia	$82K	+$84.6K	2	0.05%	New
464	Whittier Trust South Pasadena, California	$78K	+$79.8K	2	0%	New
465	Huntington National Bank Columbus, Ohio	$77K	+$81.9K	2	0%	New
466	FNYS First New York Securities New York	$74K	+$80.5K	1	0.03%	New
467	ACM Aviance Capital Management Sarasota, Florida	$72K	+$77.9K	1	0.04%	New
468	Obermeyer Wealth Partners Aspen, Colorado	$70K	+$75.9K	1	0.02%	New
469	DSI Daiwa SB Investments Tokyo, Japan	$55K	+$59.4K	1	0.01%	New
470	FineMark National Bank & Trust Fort Myers, Florida	$51K	+$54.6K	1	0.02%	New
471	FFC First Financial Corp Terre Haute, Indiana	$51K	+$54.4K	1	0.03%	New
472	LIA LS Investment Advisors Bloomfield Hills, Michigan	$50K	+$53.8K	1	0.01%	New
473	M&T Bank Buffalo, New York	$50K	+$54K	1	0%	New
474	RIA Regal Investment Advisors Kentwood, Michigan	$44K	+$47.9K	1	0.02%	New
475	Central Trust Company Jefferson City, Missouri	$43K	+$44.5K	2	0%	New