← 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	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.29M	-$56.2K	1	1.3%	Reduced
552	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.29M	$0	1	0.59%	Maintained
553	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.29M	-$2.3M	2	0.12%	Reduced
554	MAI Capital Management Independence, Ohio	$1.29M	-$520K	2	0.09%	Reduced
555	ORI Oak Ridge Investments Chicago, Illinois	$1.27M	-$61.4K	1	0.04%	Reduced
556	FMT First Mercantile Trust Cordova, Tennessee	$1.27M	-$537K	2	0.19%	Reduced
557	WSCM Wellington Shields Capital Management New York	$1.27M	+$3.99K	1	0.2%	Increased
558	Ameritas Investment Partners Lincoln, Nebraska	$1.24M	-$959K	1	0.06%	Reduced
559	1GA 1st Global Advisors Dallas, Texas	$1.24M	+$312K	1	0.14%	Increased
560	Laird Norton Wetherby Wealth Management San Francisco, California	$1.23M	+$105K	2	0.22%	Increased
561	Atria Investments Charlotte, North Carolina	$1.23M	+$205K	2	0.08%	Increased
562	ETrade Capital Management Arlington, Virginia	$1.2M	+$263K	2	0.05%	Increased
563	AF Aldebaran Financial	$1.2M	+$7.99K	1	0.91%	Increased
564	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.2M	-$328K	1	0.13%	Reduced
565	UBG United Bank (Georgia) Zebulon, Georgia	$1.19M	+$22.4K	1	1.14%	Increased
566	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.19M	$0	2	0.06%	Maintained
567	RCM RB Capital Management Reno, Nevada	$1.18M	+$7.19K	1	1.12%	Increased
568	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.15M	$0	2	0.49%	Maintained
569	IB Intrust Bank Wichita, Kansas	$1.14M	+$65.2K	2	0.4%	Increased
570	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.13M	+$133K	2	0.07%	Increased
571	BCM Boltwood Capital Management Walnut Creek, California	$1.12M	+$136K	1	0.78%	Increased
572	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$1.12M	+$714K	1	0.26%	Increased
573	MCM Murphy Capital Management Bedminster, New Jersey	$1.09M	+$192K	1	0.16%	Increased
574	GIM Grassi Investment Management Santa Clara, California	$1.08M	+$164K	1	0.19%	Increased
575	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.08M	+$76.5K	1	0.67%	Increased