← 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
726	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$207K	+$205K	1	0.07%	New
727	Smithfield Trust Pittsburgh, Pennsylvania	$207K	+$206K	1	0.04%	New
728	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$204K	+$203K	1	0.04%	New
729	GLRA Gerald L. Ray & Associates Dallas, Texas	$202K	+$201K	1	0.03%	New
730	VFA Voya Financial Advisors Windsor, Connecticut	$202K	+$199K	1	0.03%	New
731	Tower Research Capital (TRC) New York	$197K	+$182K	3	0.03%	Increased
732	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$196K	+$33.3K	2	0%	Increased
733	BRA Blue Rock Advisors Wayzata, Minnesota	$188K	+$187K	1	2.4%	New
734	PO Private Ocean San Rafael, California	$177K	+$156K	1	0.13%	Increased
735	IC IKOS CIF Limassol, Cyprus	$175K	-$187K	1	0.54%	Reduced
736	Shinko Asset Management Company Tokyo, Japan	$175K	$0	2	0%	Maintained
737	CFA Camarda Financial Advisors Fleming Island, Florida	$172K	+$148K	1	0.11%	Increased
738	SAM Solaris Asset Management New York	$164K	+$2.06K	1	0.11%	Increased
739	HA Harfst & Associates Sheridan, Wyoming	$162K	+$37.3K	2	0.07%	Increased
740	Synovus Financial Columbus, Georgia	$161K	+$151K	2	0%	Increased
741	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$158K	+$158K	1	0.08%	New
742	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$157K	$0	1	0.04%	Maintained
743	Fuller & Thaler Asset Management San Mateo, California	$156K	$0	1	0%	Maintained
744	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$144K	-$625	1	0.03%	Reduced
745	Saturna Capital Bellingham, Washington	$138K	+$74.4K	1	0%	Increased
746	ED Exane Derivatives Paris, France	$129K	+$127K	2	0.02%	Increased
747	KT Kanaly Trust Houston, Texas	$128K	-$1.64K	3	0.03%	Reduced
748	Twin Tree Management Dallas, Texas	$124K	-$14.2K	1	0%	Reduced
749	Quadrant Capital Group Cincinnati, Ohio	$123K	+$68.2K	3	0.09%	Increased
750	EDRE Edmond de Rothschild (Europe) Luxembourg	$122K	$0	1	0.05%	Maintained