← 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
501	OIA Optimum Investment Advisors Chicago, Illinois	$142K	+$134K	2	0.06%	New
502	LSV Asset Management Chicago, Illinois	$140K	+$123K	1	0%	New
503	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$140K	$0	1	0.04%	Maintained
504	Shinko Asset Management Company Tokyo, Japan	$135K	-$9.08K	1	0%	Reduced
505	FineMark National Bank & Trust Fort Myers, Florida	$129K	+$52.9K	1	0.03%	Increased
506	Group One Trading Chicago, Illinois	$129K	-$54.7K	1	0%	Reduced
507	Huntington National Bank Columbus, Ohio	$121K	+$15.2K	2	0%	Increased
508	Glenmede Trust Philadelphia, Pennsylvania	$118K	-$24.1K	3	0%	Reduced
509	PC Pier Capital Stamford, Connecticut	$103K	+$41.4K	1	0.01%	Increased
510	LIA LS Investment Advisors Bloomfield Hills, Michigan	$96K	+$25.1K	1	0.01%	Increased
511	FM Forward Management San Francisco, California	$88K	+$86.2K	1	0.01%	New
512	Whittier Trust South Pasadena, California	$87K	$0	2	0%	Maintained
513	DSI Daiwa SB Investments Tokyo, Japan	$75K	$0	1	0.01%	Maintained
514	FFC First Financial Corp Terre Haute, Indiana	$75K	+$6.36K	1	0.04%	Increased
515	Central Trust Company Jefferson City, Missouri	$72K	+$19.6K	3	0.01%	Increased
516	M&T Bank Buffalo, New York	$68K	$0	1	0%	Maintained
517	SignatureFD Atlanta, Georgia	$68K	+$71.7K	1	0.03%	New
518	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$65K	+$56.7K	1	0.01%	New
519	RIA Regal Investment Advisors Kentwood, Michigan	$65K	+$4.08K	1	0.04%	Increased
520	MUFG Americas New York	$62K	-$3.91M	1	0%	Reduced
521	WRM Westport Resources Management Westport, Connecticut	$56K	$0	1	0.02%	Maintained
522	HR Howe & Rusling Rochester, New York	$55K	+$4.18K	1	0.02%	Increased
523	Waverly Advisors Birmingham, Alabama	$51K	+$37.9K	1	0.03%	New
524	MAM Mizuho Asset Management Tokyo, Japan	$50K	$0	1	0.01%	Maintained
525	ETrade Capital Management Arlington, Virginia	$42K	$0	1	0%	Maintained