← 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	PAM Paradigm Asset Management New York	$196K	$0	1	0.03%	Maintained
552	IPC Independent Portfolio Consultants Boca Raton, Florida	$192K	+$180K	1	0.04%	New
553	MAM Mizuho Asset Management Tokyo, Japan	$190K	+$60.4K	2	0.06%	Increased
554	Wealthfront Palo Alto, California	$188K	+$31.8K	1	0.01%	Increased
555	MSI Financial Services Springfield, Massachusetts	$174K	-$165K	2	0.02%	Reduced
556	Advisors Asset Management Monument, Colorado	$172K	-$5.9K	1	0%	Reduced
557	Huntington National Bank Columbus, Ohio	$171K	-$65.8K	2	0%	Reduced
558	PineBridge Investments New York	$171K	+$170K	1	0.01%	New
559	Lazard Asset Management New York	$159K	-$843K	1	0%	Reduced
560	D.A. Davidson & Co Great Falls, Montana	$150K	+$95K	1	0%	Increased
561	Shinko Asset Management Company Tokyo, Japan	$149K	-$11.8K	2	0%	Reduced
562	TF Tompkins Financial Ithaca, New York	$145K	+$60.3K	1	0.04%	Increased
563	IF Ironwood Financial Tucson, Arizona	$136K	+$128K	2	0.07%	New
564	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$130K	$0	1	0.03%	Maintained
565	WEC Winslow Evans & Crocker Boston, Massachusetts	$129K	-$5.9K	2	0.04%	Reduced
566	JT Jump Trading Chicago, Illinois	$129K	+$4.19K	1	0%	Increased
567	Colony Group Boston, Massachusetts	$125K	+$108K	1	0.01%	Increased
568	TC TradeLink Capital Chicago, Illinois	$121K	+$113K	1	0.16%	New
569	FineMark National Bank & Trust Fort Myers, Florida	$120K	-$767	1	0.02%	Reduced
570	Tower Research Capital (TRC) New York	$120K	+$27.3K	2	0.01%	Increased
571	MUFG Securities EMEA London, United Kingdom	$119K	+$118K	1	0.03%	New
572	OIA Optimum Investment Advisors Chicago, Illinois	$107K	$0	1	0.03%	Maintained
573	SAM Solaris Asset Management New York	$96K	$0	1	0.06%	Maintained
574	AA Apriem Advisors Irvine, California	$95K	$0	1	0.04%	Maintained
575	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$95K	+$70.8K	1	0.03%	Increased