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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	SST S Squared Technology New York	$78K	+$38.2K	1	0.1%	Increased
552	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$77K	+$32.9K	1	0.06%	Increased
553	AW Alpha Windward Westwood, Massachusetts	$75K	$0	1	0.05%	Maintained
554	Parallax Volatility Advisers San Francisco, California	$75K	-$260K	1	0%	Reduced
555	FFC First Financial Corp Terre Haute, Indiana	$72K	-$12K	1	0.03%	Reduced
556	MAM Mizuho Asset Management Tokyo, Japan	$72K	+$18.5K	2	0.01%	Increased
557	WEC Winslow Evans & Crocker Boston, Massachusetts	$68.9K	+$18.2K	2	0.02%	Increased
558	NIM NuWave Investment Management Parsippany, New Jersey	$67K	+$59.7K	1	0.2%	Increased
559	LNB Ledyard National Bank	$66K	+$3.18K	2	0.01%	Increased
560	SignatureFD Atlanta, Georgia	$65K	-$220K	1	0.03%	Reduced
561	AR Advisory Research Chicago, Illinois	$64K	+$66.9K	1	0%	New
562	WRM Westport Resources Management Westport, Connecticut	$62K	$0	1	0.02%	Maintained
563	TCOV Trust Company of Vermont Brattleboro, Vermont	$61K	+$7.47K	2	0.01%	Increased
564	WTB Washington Trust Bank Spokane, Washington	$61K	+$64.1K	1	0.01%	New
565	Wealthfront Palo Alto, California	$59K	+$59.5K	1	0.01%	New
566	ACMI Amida Capital Management II New York	$57K	+$59.8K	1	0.06%	New
567	MUFG Americas New York	$56K	-$12.7K	1	0%	Reduced
568	Benjamin F. Edwards & Company St. Louis, Missouri	$48K	-$23.9K	1	0.01%	Reduced
569	AA Apriem Advisors Irvine, California	$46K	$0	1	0.02%	Maintained
570	Synovus Financial Columbus, Georgia	$43K	+$39K	1	0%	Increased
571	SSB Sandy Spring Bank Olney, Maryland	$42K	+$14.9K	1	0.01%	Increased
572	Central Trust Company Jefferson City, Missouri	$41K	-$42.5K	2	0%	Reduced
573	ST Stifel Trust St. Louis, Missouri	$41K	$0	1	0.01%	Maintained
574	WA Winfield Associates Cleveland, Ohio	$40K	$0	1	0.03%	Maintained
575	AFIA America First Investment Advisors Omaha, Nebraska	$39K	$0	1	0.02%	Maintained