← 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
551	LNB Ledyard National Bank	$60K	+$58.3K	2	0.01%	New
552	WRM Westport Resources Management Westport, Connecticut	$60K	$0	1	0.02%	Maintained
553	FNYS First New York Securities New York	$55K	+$53.5K	1	0.03%	New
554	Group One Trading Chicago, Illinois	$55K	-$79.6K	2	0%	Reduced
555	MAM Mizuho Asset Management Tokyo, Japan	$53K	$0	1	0.01%	Maintained
556	TCOV Trust Company of Vermont Brattleboro, Vermont	$51K	+$28.1K	2	0.01%	Increased
557	WEC Winslow Evans & Crocker Boston, Massachusetts	$50K	+$48.6K	2	0.02%	New
558	IMS Index Management Solutions Philadelphia, Pennsylvania	$48K	+$8.24K	1	0.01%	Increased
559	PC Pier Capital Stamford, Connecticut	$47K	-$60.7K	1	0.01%	Reduced
560	Waverly Advisors Birmingham, Alabama	$46K	+$10.6K	2	0.02%	Increased
561	AA Apriem Advisors Irvine, California	$44K	+$42.8K	1	0.02%	New
562	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$44K	+$42.8K	1	0.04%	New
563	CFG CKW Financial Group Honolulu, Hawaii	$43K	+$44K	1	0.02%	New
564	ST Stifel Trust St. Louis, Missouri	$40K	-$1.98K	1	0.01%	Reduced
565	SFSIG San Francisco Sentry Investment Group San Francisco, California	$39K	-$1.42K	2	0.01%	Reduced
566	SST S Squared Technology New York	$39K	$0	1	0.06%	Maintained
567	WA Winfield Associates Cleveland, Ohio	$39K	+$37.4K	1	0.03%	New
568	AFIA America First Investment Advisors Omaha, Nebraska	$38K	$0	1	0.02%	Maintained
569	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$38K	+$36.9K	1	0.03%	New
570	SSB Sandy Spring Bank Olney, Maryland	$27K	$0	1	0%	Maintained
571	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$24K	$0	1	0.01%	Maintained
572	JIC Joel Isaacson & Co New York	$23K	$0	1	0.01%	Maintained
573	MCM Manchester Capital Management Manchester, Vermont	$23K	+$7.28K	1	0%	Increased
574	PO Private Ocean San Rafael, California	$23K	+$22K	1	0.02%	New
575	ACM Aviance Capital Management Sarasota, Florida	$22K	-$3.32K	1	0.01%	Reduced