← 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	BOTW Bank of the West Monterey Park, California	$1.47M	+$1.45M	1	0.21%	New
502	BOS Bingham Osborn & Scarborough San Francisco, California	$1.47M	-$37.4K	1	0.17%	Reduced
503	DP Dearborn Partners Chicago, Illinois	$1.43M	$0	1	0.12%	Maintained
504	Advisor Group Phoenix, Arizona	$1.41M	+$1.41M	3	0.04%	New
505	RW Rand Wealth Baltimore, Maryland	$1.4M	-$639K	1	0.19%	Reduced
506	BCA Bray Capital Advisors Naples, Florida	$1.4M	+$57.7K	1	0.87%	Increased
507	AM Account Management Boxford, Massachusetts	$1.4M	+$18.1K	1	1.81%	Increased
508	MN Services Vermogensbeheer The Hague, Netherlands	$1.38M	+$35.9K	2	0.32%	Increased
509	Pacer Advisors Malvern, Pennsylvania	$1.38M	+$498K	3	0.22%	Increased
510	CWM Concert Wealth Management San Jose, California	$1.36M	-$3.61K	1	0.18%	Reduced
511	Simplex Trading Chicago, Illinois	$1.36M	-$2.16M	2	0.09%	Reduced
512	Cambridge Investment Research Advisors Fairfield, Iowa	$1.35M	-$131K	1	0.03%	Reduced
513	DIA Denver Investment Advisors Denver, Colorado	$1.35M	-$44.6K	1	0.06%	Reduced
514	GAM Gemmer Asset Management Walnut Creek, California	$1.34M	+$2.59K	1	0.72%	Increased
515	WesBanco Bank Wheeling, West Virginia	$1.34M	+$990K	1	0.08%	Increased
516	AT Arden Trust Wilmington, Delaware	$1.33M	-$67.8K	2	0.1%	Reduced
517	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.32M	-$78.4K	1	1.43%	Reduced
518	Huntington National Bank Columbus, Ohio	$1.32M	+$1.08M	1	0.03%	Increased
519	GAMCO Investors Greenwich, Connecticut	$1.32M	-$7.14K	1	0.01%	Reduced
520	Stephens Investment Management Group Houston, Texas	$1.32M	-$64K	1	0.04%	Reduced
521	Edmond de Rothschild Holding Chambesy, Switzerland	$1.3M	+$1.05M	2	0.04%	Increased
522	MWVC Morgens Waterfall Vintiadis & Co New York	$1.27M	-$1.02M	1	1.18%	Reduced
523	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.25M	+$670K	2	0.18%	Increased
524	NCIM New Century Investment Management Southfield, Michigan	$1.24M	-$165K	1	0.66%	Reduced
525	CC ClearArc Capital Cincinnati, Ohio	$1.23M	+$7.22K	1	0.24%	Increased