← 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
526	Advisors Asset Management Monument, Colorado	$171K	$0	1	0%	Maintained
527	GLI Guardian Life Insurance New York	$171K	-$185K	1	0.02%	Reduced
528	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$154K	-$38.7K	2	0.01%	Reduced
529	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$149K	$0	1	0.04%	Maintained
530	OIA Optimum Investment Advisors Chicago, Illinois	$147K	$0	2	0.06%	Maintained
531	Huntington National Bank Columbus, Ohio	$144K	+$13.4K	2	0%	Increased
532	HF Hoxton Financial Shepherdstown, West Virginia	$140K	+$99.7K	2	0.06%	Increased
533	SPM Symmetry Peak Management Radnor, Pennsylvania	$138K	-$2.96M	1	0.05%	Reduced
534	FineMark National Bank & Trust Fort Myers, Florida	$137K	$0	1	0.03%	Maintained
535	Picton Mahoney Asset Management Toronto, Ontario, Canada	$125K	+$127K	1	0.01%	New
536	SEC Seven Eight Capital New York	$116K	+$112K	1	0.13%	New
537	TDC Thompson Davis & Co Richmond, Virginia	$90K	+$86.9K	1	0.14%	New
538	Whittier Trust South Pasadena, California	$88K	$0	2	0%	Maintained
539	Quantbot Technologies New York	$85K	-$586K	1	0.04%	Reduced
540	Central Trust Company Jefferson City, Missouri	$82K	+$5.74K	3	0.01%	Increased
541	People's United Financial Bridgeport, Connecticut	$82K	+$63.1K	1	0%	Increased
542	FFC First Financial Corp Terre Haute, Indiana	$80K	$0	1	0.04%	Maintained
543	DSI Daiwa SB Investments Tokyo, Japan	$79K	$0	1	0.01%	Maintained
544	BPBT Boston Private Bank & Trust Boston, Massachusetts	$77K	+$75K	1	0%	New
545	SAM Solaris Asset Management New York	$76K	+$71.3K	1	0.05%	New
546	D.A. Davidson & Co Great Falls, Montana	$75K	+$39.7K	2	0%	Increased
547	AW Alpha Windward Westwood, Massachusetts	$73K	+$70.6K	1	0.05%	New
548	M&T Bank Buffalo, New York	$72K	$0	1	0%	Maintained
549	Benjamin F. Edwards & Company St. Louis, Missouri	$69K	+$42.8K	1	0.02%	Increased
550	MUFG Americas New York	$66K	$0	1	0%	Maintained