← 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	MAM Mizuho Asset Management Tokyo, Japan	$106K	+$30.5K	2	0.02%	Increased
552	OIA Optimum Investment Advisors Chicago, Illinois	$105K	-$45K	1	0.03%	Reduced
553	CIM CenturyLink Investment Management Denver, Colorado	$103K	+$89.1K	1	0.03%	New
554	PC Pier Capital Stamford, Connecticut	$99K	$0	1	0.01%	Maintained
555	Benjamin F. Edwards & Company St. Louis, Missouri	$96K	+$43.2K	1	0.02%	Increased
556	BPBT Boston Private Bank & Trust Boston, Massachusetts	$96K	$0	1	0%	Maintained
557	Fuller & Thaler Asset Management San Mateo, California	$93K	-$209K	1	0%	Reduced
558	M&T Bank Buffalo, New York	$93K	-$7K	1	0%	Reduced
559	FMA FNY Managed Accounts New York	$90.6K	+$84.3K	1	0.33%	New
560	SAM Solaris Asset Management New York	$88K	$0	1	0.06%	Maintained
561	TF Tompkins Financial Ithaca, New York	$82K	+$76.5K	1	0.02%	New
562	Flow Traders U.S. New York	$81K	+$56.4K	1	0.01%	Increased
563	SST S Squared Technology New York	$81K	$0	1	0.1%	Maintained
564	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$78K	$0	1	0.05%	Maintained
565	AW Alpha Windward Westwood, Massachusetts	$76K	-$432	1	0.05%	Reduced
566	WTB Washington Trust Bank Spokane, Washington	$75K	+$11.6K	1	0.02%	Increased
567	WEC Winslow Evans & Crocker Boston, Massachusetts	$74.1K	+$3.78K	2	0.02%	Increased
568	IC IKOS CIF Limassol, Cyprus	$74K	-$217K	1	0.24%	Reduced
569	FFC First Financial Corp Terre Haute, Indiana	$73K	$0	1	0.04%	Maintained
570	LNB Ledyard National Bank	$67K	$0	2	0.01%	Maintained
571	JT Jump Trading Chicago, Illinois	$64K	-$752K	1	0%	Reduced
572	WRM Westport Resources Management Westport, Connecticut	$63K	$0	1	0.02%	Maintained
573	AA Apriem Advisors Irvine, California	$58K	+$10.8K	1	0.02%	Increased
574	MUFG Americas New York	$57K	$0	1	0%	Maintained
575	D.A. Davidson & Co Great Falls, Montana	$54K	-$27.6K	1	0%	Reduced