← 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	Flow Traders U.S. New York	$48K	-$28.9K	1	0.01%	Reduced
577	ST Stifel Trust St. Louis, Missouri	$41K	-$169	1	0.01%	Reduced
578	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$40K	$0	1	0.02%	Maintained
579	WA Winfield Associates Cleveland, Ohio	$40K	$0	1	0.03%	Maintained
580	People's United Financial Bridgeport, Connecticut	$36K	$0	1	0%	Maintained
581	KT Kanaly Trust Houston, Texas	$33K	$0	2	0.01%	Maintained
582	MCM Manchester Capital Management Manchester, Vermont	$33K	+$169	1	0%	Increased
583	NES New England Securities New York	$33K	+$5.35K	1	0.01%	Increased
584	ACS Archford Capital Strategies Swansea, Illinois	$32K	-$3.89K	1	0.03%	Reduced
585	EverPoint Asset Management Stamford, Connecticut	$29K	-$3.91M	1	0%	Reduced
586	SSB Sandy Spring Bank Olney, Maryland	$28K	-$14.1K	1	0%	Reduced
587	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$27K	+$26.5K	1	0.08%	New
588	SFSIG San Francisco Sentry Investment Group San Francisco, California	$25K	+$7.84K	1	0.01%	Increased
589	JIC Joel Isaacson & Co New York	$24K	$0	1	0.01%	Maintained
590	PO Private Ocean San Rafael, California	$24K	$0	1	0.02%	Maintained
591	TCOV Trust Company of Vermont Brattleboro, Vermont	$24K	$0	1	0%	Maintained
592	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$23K	-$90.1K	1	0.01%	Reduced
593	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$22K	-$2.76K	1	0.01%	Reduced
594	AFIA America First Investment Advisors Omaha, Nebraska	$20K	$0	1	0.01%	Maintained
595	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$20K	-$676	1	0.02%	Reduced
596	First Horizon Advisors Memphis, Tennessee	$19K	-$3.34K	1	0%	Reduced
597	GAM Gemmer Asset Management Walnut Creek, California	$18K	+$8.28K	1	0.01%	Increased
598	RFA Reilly Financial Advisors La Mesa, California	$18K	+$6.63K	2	0%	Increased
599	Synovus Financial Columbus, Georgia	$18K	-$13.8K	1	0%	Reduced
600	MassMutual Private Wealth & Trust Windsor, Connecticut	$17.4K	+$6.42K	2	0%	Increased