← 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	BPBT Boston Private Bank & Trust Boston, Massachusetts	$90K	-$7.67K	1	0%	Reduced
577	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$86K	+$10K	2	0%	Increased
578	Advisory Services Network Atlanta, Georgia	$85K	+$87.5K	2	0.03%	New
579	NPC National Planning Corporation El Segundo, California	$83.2K	-$489K	1	0.01%	Reduced
580	Fuller & Thaler Asset Management San Mateo, California	$83K	-$548K	1	0%	Reduced
581	Benjamin F. Edwards & Company St. Louis, Missouri	$80K	$0	1	0.02%	Maintained
582	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$80K	+$79.6K	1	0.07%	New
583	AW Alpha Windward Westwood, Massachusetts	$75K	-$2.59K	1	0.05%	Reduced
584	MUFG Americas New York	$72K	+$13.1K	2	0%	Increased
585	LNB Ledyard National Bank	$69K	$0	2	0.01%	Maintained
586	RA Rational Advisors Huntington, New York	$64K	+$63.6K	1	0.01%	New
587	WTB Washington Trust Bank Spokane, Washington	$64K	$0	1	0.02%	Maintained
588	WRM Westport Resources Management Westport, Connecticut	$64K	$0	1	0.02%	Maintained
589	FFC First Financial Corp Terre Haute, Indiana	$62K	$0	1	0.03%	Maintained
590	NFG Next Financial Group Houston, Texas	$61K	-$69.9K	1	0.02%	Reduced
591	PMFA Plante Moran Financial Advisors Southfield, Michigan	$56K	+$1.47K	1	0.04%	Increased
592	Saturna Capital Bellingham, Washington	$48K	+$47.8K	1	0%	New
593	RIA Regal Investment Advisors Kentwood, Michigan	$46K	+$42.7K	1	0.01%	Increased
594	KT Kanaly Trust Houston, Texas	$42K	+$4.84K	3	0.01%	Increased
595	WA Winfield Associates Cleveland, Ohio	$42K	$0	1	0.03%	Maintained
596	ACS Archford Capital Strategies Swansea, Illinois	$40K	+$7.25K	1	0.03%	Increased
597	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$40K	$0	1	0.02%	Maintained
598	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$40K	+$28K	2	0.01%	Increased
599	TCOV Trust Company of Vermont Brattleboro, Vermont	$39K	+$12.4K	2	0.01%	Increased
600	Rockefeller Financial Services New York	$36K	+$35.4K	1	0%	New