← 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	WSCM Wellington Shields Capital Management New York	$1.05M	-$359K	1	0.17%	Reduced
552	Veritable Wilmington, Delaware	$1.04M	+$51.4K	1	0.03%	Increased
553	ASP Adams Street Partners Chicago, Illinois	$1.02M	+$1.08M	1	0.28%	New
554	Huntington National Bank Columbus, Ohio	$1.02M	-$35.1K	2	0.02%	Reduced
555	CCG Cypress Capital Group Palm Beach, Florida	$1.01M	+$1.07M	1	0.24%	New
556	Level Four Advisory Services Dallas, Texas	$1M	+$1.07M	1	0.13%	New
557	MNBTD Moody National Bank Trust Division Galveston, Texas	$994K	$0	2	0.05%	Maintained
558	AF Aldebaran Financial	$991K	-$263K	1	0.78%	Reduced
559	Laird Norton Wetherby Wealth Management San Francisco, California	$979K	+$96.4K	2	0.19%	Increased
560	RCM RB Capital Management Reno, Nevada	$972K	+$1.03M	1	0.97%	New
561	UBG United Bank (Georgia) Zebulon, Georgia	$972K	+$1.03M	1	0.99%	New
562	ANRIA American National Registered Investment Advisor Galveston, Texas	$964K	$0	2	0.44%	Maintained
563	TM Thrax Management New York	$948K	+$1.01M	1	0.17%	New
564	IB Intrust Bank Wichita, Kansas	$943K	+$72.2K	2	0.36%	Increased
565	Mariner Overland Park, Kansas	$935K	+$785K	2	0.04%	Increased
566	Sit Investment Associates Minneapolis, Minnesota	$935K	$0	1	0.02%	Maintained
567	Edmond de Rothschild Holding Chambesy, Switzerland	$934K	-$1.06M	2	0.03%	Reduced
568	Atria Investments Charlotte, North Carolina	$917K	+$172K	2	0.07%	Increased
569	Wedbush Securities Los Angeles, California	$909K	+$134K	1	0.13%	Increased
570	ECM Everence Capital Management Goshen, Indiana	$897K	-$152K	1	0.26%	Reduced
571	First Allied Advisory Services San Diego, California	$878K	+$562K	1	0.04%	Increased
572	FBT First Bank & Trust Brookings, South Dakota	$877K	+$900K	2	0.8%	New
573	QAM Quantres Asset Management Cayman, Cayman Islands	$869K	+$232K	1	0.6%	Increased
574	Tokio Marine Asset Management Tokyo, Japan	$861K	-$349K	1	0.1%	Reduced
575	FAM Fortaleza Asset Management Chicago, Illinois	$852K	+$138K	2	1.81%	Increased