← 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	TF Tompkins Financial Ithaca, New York	$203K	+$36.7K	1	0.05%	Increased
577	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$201K	+$187K	1	0.01%	New
578	CI CAZ Investments Houston, Texas	$201K	+$186K	1	0.14%	New
579	MIC MU Investments Company Tokyo, Japan	$199K	-$36.8K	1	0.09%	Reduced
580	Huntington National Bank Columbus, Ohio	$198K	+$3.78K	2	0%	Increased
581	Fuller & Thaler Asset Management San Mateo, California	$195K	+$99.2K	2	0.01%	Increased
582	GLI Guardian Life Insurance New York	$177K	-$43.3K	1	0.02%	Reduced
583	Shinko Asset Management Company Tokyo, Japan	$160K	-$8.13K	2	0%	Reduced
584	IF Ironwood Financial Tucson, Arizona	$158K	$0	1	0.08%	Maintained
585	WEC Winslow Evans & Crocker Boston, Massachusetts	$152K	+$5.58K	2	0.04%	Increased
586	D.A. Davidson & Co Great Falls, Montana	$151K	-$15.6K	1	0.01%	Reduced
587	Tower Research Capital (TRC) New York	$149K	+$18.2K	2	0.02%	Increased
588	SAM Solaris Asset Management New York	$147K	+$33.2K	1	0.09%	Increased
589	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$146K	$0	1	0.03%	Maintained
590	Colony Group Boston, Massachusetts	$123K	-$16.6K	1	0.01%	Reduced
591	OIA Optimum Investment Advisors Chicago, Illinois	$120K	$0	1	0.04%	Maintained
592	Advisory Services Network Atlanta, Georgia	$111K	+$9.3K	2	0.03%	Increased
593	AA Apriem Advisors Irvine, California	$107K	$0	1	0.04%	Maintained
594	BPBT Boston Private Bank & Trust Boston, Massachusetts	$102K	$0	1	0%	Maintained
595	CCS Crosspoint Capital Strategies Orinda, California	$95K	+$88.1K	1	0.05%	New
596	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$90K	$0	1	0.07%	Maintained
597	AW Alpha Windward Westwood, Massachusetts	$85K	$0	1	0.06%	Maintained
598	MUFG Americas New York	$81K	$0	2	0%	Maintained
599	AIM Assured Investment Management New York	$79K	+$72.9K	1	0%	New
600	MUS Mitsubishi UFJ Securities Tokyo, Japan	$79K	+$73.2K	1	0.21%	New