← 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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$212K	-$2.35K	2	0%	Reduced
727	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$212K	-$232K	2	0.03%	Reduced
728	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$206K	+$204K	1	0.04%	New
729	Wilmington Savings Fund Society Wilmington, Delaware	$206K	-$8.95K	1	0.01%	Reduced
730	Allworth Financial Folsom, California	$204K	+$4.73K	2	0.02%	Increased
731	Signature Estate & Investment Advisors Los Angeles, California	$204K	-$153K	1	0.03%	Reduced
732	BB Bell Bank Fargo, North Dakota	$201K	+$199K	1	0.12%	New
733	CBU CIBC Bank USA Chicago, Illinois	$201K	+$199K	1	0.03%	New
734	Savant Capital Rockford, Illinois	$200K	+$198K	1	0.06%	New
735	WEC Winslow Evans & Crocker Boston, Massachusetts	$199K	-$139K	1	0.06%	Reduced
736	GLI Guardian Life Insurance New York	$188K	+$4.39K	1	0.01%	Increased
737	TCOV Trust Company of Vermont Brattleboro, Vermont	$181K	+$84.1K	2	0.02%	Increased
738	Krilogy Financial St. Louis, Missouri	$176K	+$120K	2	0.06%	Increased
739	FineMark National Bank & Trust Fort Myers, Florida	$174K	-$22.6K	2	0.02%	Reduced
740	PO Private Ocean San Rafael, California	$174K	-$5.18K	1	0.13%	Reduced
741	Rockefeller Financial Services New York	$174K	$0	1	0%	Maintained
742	TF Tompkins Financial Ithaca, New York	$171K	$0	1	0.05%	Maintained
743	TG TLP Group Evanston, Illinois	$163K	+$168K	2	0.11%	New
744	CIM Contravisory Investment Management Norwell, Massachusetts	$161K	$0	2	0.05%	Maintained
745	GBT Grove Bank & Trust Miami, Florida	$160K	+$7.85K	1	0.14%	Increased
746	MUS Mitsubishi UFJ Securities Tokyo, Japan	$160K	+$103K	1	0.28%	Increased
747	CI Investments Inc Toronto, Ontario, Canada	$159K	$0	1	0%	Maintained
748	EDRE Edmond de Rothschild (Europe) Luxembourg	$155K	+$31.4K	1	0.08%	Increased
749	RCM Riverhead Capital Management Wilmington, Delaware	$154K	-$27.7M	1	0%	Reduced
750	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$149K	+$3.45K	1	0.03%	Increased