← 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
601	Synovus Financial Columbus, Georgia	$5K	+$5.35K	1	0%	New
602	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$4K	$0	1	0.01%	Maintained
603	EWM Elite Wealth Management Kirkland, Washington	$4K	+$3.8K	1	0%	New
604	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$4K	$0	1	0%	Maintained
605	ATC Adirondack Trust Company Saratoga Springs, New York	$3K	$0	1	0%	Maintained
606	BAM Barrett Asset Management New York	$3K	$0	1	0%	Maintained
607	RFA Reilly Financial Advisors La Mesa, California	$3K	+$3.1K	1	0%	New
608	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$3K	$0	1	0%	Maintained
609	PineBridge Investments New York	$2K	-$107	1	0%	Reduced
610	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2K	-$5.78K	1	0%	Reduced
611	RWM Raffa Wealth Management Washington, District of Columbia	$1.49K	+$1.28K	2	0%	New
612	CCM Credo Capital Management Baltimore, Maryland	$1K	+$856	1	0%	New
613	GC Globeflex Capital San Diego, California	$1K	+$1.72K	1	0%	New
614	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1K	-$53	1	0%	Reduced
615	OC Oakworth Capital Birmingham, Alabama	$1K	+$1.28K	1	0%	New
616	3NC 300 North Capital Pasadena, California	$0	-$2.15M	0	–	Closed
617	Balyasny Asset Management Chicago, Illinois	$0	-$32M	0	–	Closed
618	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$0	-$241K	0	–	Closed
619	BG Bollard Group Boston, Massachusetts	$0	-$467K	0	–	Closed
620	Brown Brothers Harriman & Co New York	$0	-$6K	0	–	Closed
621	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$0	-$2.08M	0	–	Closed
622	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$5.62M	0	–	Closed
623	Capital Fund Management (CFM) Paris, France	$0	-$1.07M	0	–	Closed
624	CONA Capital One National Association New York	$0	-$747K	0	–	Closed
625	Caxton Associates (New York) New York	$0	-$9.08M	0	–	Closed