← 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
576	Central Trust Company Jefferson City, Missouri	$51K	+$8.95K	2	0%	Increased
577	CRCP Copper Rock Capital Partners Boston, Massachusetts	$48K	-$1.16M	1	0.01%	Reduced
578	PMFA Plante Moran Financial Advisors Southfield, Michigan	$43K	+$29.8K	2	0.04%	Increased
579	SSB Sandy Spring Bank Olney, Maryland	$43K	$0	1	0.01%	Maintained
580	ST Stifel Trust St. Louis, Missouri	$42K	$0	1	0.01%	Maintained
581	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$40K	$0	1	0.02%	Maintained
582	WA Winfield Associates Cleveland, Ohio	$40K	$0	1	0.03%	Maintained
583	ACS Archford Capital Strategies Swansea, Illinois	$36.4K	$0	1	0.03%	Maintained
584	GSC Ground Swell Capital Folly Beach, South Carolina	$36K	+$33.9K	1	0.07%	New
585	People's United Financial Bridgeport, Connecticut	$36K	-$46.2K	1	0%	Reduced
586	KT Kanaly Trust Houston, Texas	$34K	+$733	2	0.01%	Increased
587	MCM Manchester Capital Management Manchester, Vermont	$33K	+$8.05K	1	0%	Increased
588	Synovus Financial Columbus, Georgia	$32K	-$11K	1	0%	Reduced
589	NES New England Securities New York	$28K	+$19.8K	1	0.01%	Increased
590	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$26K	+$18.5K	2	0%	Increased
591	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$25K	-$5.13K	1	0.01%	Reduced
592	Group One Trading Chicago, Illinois	$25K	+$23.9K	1	0%	New
593	JIC Joel Isaacson & Co New York	$25K	$0	1	0.01%	Maintained
594	TCOV Trust Company of Vermont Brattleboro, Vermont	$25K	-$37K	1	0%	Reduced
595	PO Private Ocean San Rafael, California	$24K	-$2.38K	1	0.02%	Reduced
596	PAS Partnervest Advisory Services Santa Barbara, California	$23K	$0	1	0.01%	Maintained
597	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$21K	$0	1	0.02%	Maintained
598	First Horizon Advisors Memphis, Tennessee	$21K	+$6.2K	2	0%	Increased
599	AFIA America First Investment Advisors Omaha, Nebraska	$20K	-$18.2K	1	0.01%	Reduced
600	Colony Group Boston, Massachusetts	$20K	+$2.65K	1	0%	Increased