← 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	SHA Smith Hayes Advisers Lincoln, Nebraska	$219K	+$11.7K	1	0.05%	Increased
527	TAM Telluride Asset Management Wayzata, Minnesota	$218K	+$232K	1	0.18%	New
528	Huntington National Bank Columbus, Ohio	$217K	+$74.2K	1	0%	Increased
529	Shelton Capital Management Denver, Colorado	$215K	$0	1	0.03%	Maintained
530	OA OFI Advisors Philadelphia, Pennsylvania	$210K	-$4.78K	1	0.02%	Reduced
531	CA Capital Advantage Walnut Creek, California	$206K	+$215K	1	0.14%	New
532	Private Advisor Group Morristown, New Jersey	$205K	+$215K	1	0.02%	New
533	T TradeWorx Red Bank, New Jersey	$200K	+$212K	1	0.17%	New
534	EWM Edge Wealth Management New York	$194K	$0	1	0.08%	Maintained
535	GLI Guardian Life Insurance New York	$178K	+$1.73K	1	0.02%	Increased
536	Advisors Asset Management Monument, Colorado	$177K	$0	1	0%	Maintained
537	Shinko Asset Management Company Tokyo, Japan	$171K	-$12.3K	2	0%	Reduced
538	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$154K	$0	1	0.04%	Maintained
539	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$152K	-$7.23K	2	0.01%	Reduced
540	OIA Optimum Investment Advisors Chicago, Illinois	$148K	$0	2	0.06%	Maintained
541	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$125K	+$131K	1	0.03%	New
542	TDC Thompson Davis & Co Richmond, Virginia	$123K	+$31.4K	1	0.2%	Increased
543	FineMark National Bank & Trust Fort Myers, Florida	$122K	-$20.3K	2	0.02%	Reduced
544	M&T Bank Buffalo, New York	$99K	+$25.6K	2	0%	Increased
545	PC Pier Capital Stamford, Connecticut	$98K	+$50.8K	1	0.01%	Increased
546	BPBT Boston Private Bank & Trust Boston, Massachusetts	$94K	+$14.9K	1	0%	Increased
547	TC TradeLink Capital Chicago, Illinois	$87K	+$84.4K	1	0.13%	New
548	SAM Solaris Asset Management New York	$85K	+$4.33K	1	0.06%	Increased
549	People's United Financial Bridgeport, Connecticut	$84K	$0	1	0.01%	Maintained
550	D.A. Davidson & Co Great Falls, Montana	$81K	+$4.26K	1	0%	Increased