← 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
676	BUB BBVA USA Bancshares Houston, Texas	$305K	+$291K	1	0.02%	New
677	Colony Group Boston, Massachusetts	$301K	-$3.3K	2	0.03%	Reduced
678	YMRC Yorktown Management & Research Company Forest, Virginia	$300K	$0	1	0.05%	Maintained
679	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$298K	+$297K	1	0.26%	New
680	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$297K	$0	1	0.12%	Maintained
681	D.A. Davidson & Co Great Falls, Montana	$290K	-$26.7K	2	0.01%	Reduced
682	SRAM Stone Ridge Asset Management New York	$290K	$0	1	0.98%	Maintained
683	Cetera Advisors Denver, Colorado	$286K	-$1.06M	1	0.02%	Reduced
684	MFW Meristem Family Wealth Minnetonka, Minnesota	$286K	+$285K	1	0.11%	New
685	TFA Transamerica Financial Advisors St. Petersburg, Florida	$282K	+$272K	1	0.02%	Increased
686	ANB Amarillo National Bank Amarillo, Texas	$279K	$0	1	0.2%	Maintained
687	CC Cedar Capital Barrington, Illinois	$279K	+$278K	1	0.06%	New
688	GBT Grove Bank & Trust Miami, Florida	$278K	+$277K	1	0.25%	New
689	Commerce Bank Kansas City, Missouri	$276K	+$5.23K	1	0%	Increased
690	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$274K	-$297K	1	0.3%	Reduced
691	EWM Edge Wealth Management New York	$274K	+$5.47K	1	0.1%	Increased
692	NB Nicolet Bankshares Green Bay, Wisconsin	$271K	+$311K	1	0.27%	New
693	ETrade Capital Management Arlington, Virginia	$260K	+$259K	1	0.02%	New
694	SIM SSI Investment Management Los Angeles, California	$260K	$0	1	0.03%	Maintained
695	Douglass Winthrop Advisors New York	$257K	+$256K	1	0.02%	New
696	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$254K	+$13K	1	0.02%	Increased
697	1SB 1ST Source Bank South Bend, Indiana	$254K	+$253K	1	0.03%	New
698	Ballentine Partners Waltham, Massachusetts	$254K	+$2.42K	1	0.02%	Increased
699	UFF USA Financial Formulas Ada, Michigan	$247K	+$244K	1	0.1%	New
700	Acadian Asset Management Boston, Massachusetts	$246K	+$8.75K	1	0%	Increased