← 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	WIC Water Island Capital New York	$121K	+$118K	1	0%	New
552	FineMark National Bank & Trust Fort Myers, Florida	$118K	+$5.8K	1	0.02%	Increased
553	1919 Investment Counsel Baltimore, Maryland	$116K	+$113K	1	0%	New
554	OIA Optimum Investment Advisors Chicago, Illinois	$104K	$0	1	0.03%	Maintained
555	CBT Central Bank & Trust Lexington, Kentucky	$101K	-$2.07M	1	0.04%	Reduced
556	BPBT Boston Private Bank & Trust Boston, Massachusetts	$95K	$0	1	0%	Maintained
557	PC Pier Capital Stamford, Connecticut	$95K	-$3.44K	1	0.02%	Reduced
558	AA Apriem Advisors Irvine, California	$92K	+$33.8K	1	0.04%	Increased
559	QS Batterymarch Financial Management New York	$87K	-$44K	1	0%	Reduced
560	SAM Solaris Asset Management New York	$83K	$0	1	0.06%	Maintained
561	Tower Research Capital (TRC) New York	$83K	-$27.2K	3	0.01%	Reduced
562	TF Tompkins Financial Ithaca, New York	$82K	$0	1	0.02%	Maintained
563	Benjamin F. Edwards & Company St. Louis, Missouri	$78K	-$16.9K	1	0.02%	Reduced
564	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$78K	$0	1	0.05%	Maintained
565	SST S Squared Technology New York	$76K	$0	1	0.09%	Maintained
566	AW Alpha Windward Westwood, Massachusetts	$75K	$0	1	0.05%	Maintained
567	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$74K	-$93.4K	2	0%	Reduced
568	LNB Ledyard National Bank	$65K	$0	2	0.01%	Maintained
569	FMA FNY Managed Accounts New York	$63K	-$26.2K	1	0.19%	Reduced
570	WTB Washington Trust Bank Spokane, Washington	$62K	-$12.1K	1	0.02%	Reduced
571	WRM Westport Resources Management Westport, Connecticut	$62K	$0	1	0.02%	Maintained
572	FFC First Financial Corp Terre Haute, Indiana	$60K	-$12.4K	1	0.03%	Reduced
573	MUFG Americas New York	$57K	$0	1	0%	Maintained
574	D.A. Davidson & Co Great Falls, Montana	$53K	$0	1	0%	Maintained
575	PMFA Plante Moran Financial Advisors Southfield, Michigan	$53K	+$10.3K	1	0.05%	Increased