← 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
851	SBL Sargent Bickham Lagudis Boulder, Colorado	$64K	+$30.4K	1	0.01%	Increased
852	CFA Carroll Financial Associates Charlotte, North Carolina	$62K	$0	1	0.01%	Maintained
853	O'Shaughnessy Asset Management Stamford, Connecticut	$61K	-$300K	1	0%	Reduced
854	BTIS BB&T Investment Services Charlotte, North Carolina	$59K	+$28.4K	3	0.02%	Increased
855	PHK Point72 Hong Kong Hong Kong	$59K	-$137K	2	0.08%	Reduced
856	FPF FNY Partners Fund New York	$58K	-$558K	2	0.01%	Reduced
857	Arax Advisory Partners Denver, Colorado	$57K	+$48.6K	2	0.03%	Increased
858	Balentine LLC Atlanta, Georgia	$54K	+$21.4K	2	0.01%	Increased
859	Brown Brothers Harriman & Co New York	$54K	-$33.6K	2	0%	Reduced
860	FIB First Interstate Bank Billings, Montana	$54K	$0	1	0.01%	Maintained
861	AIM Advantage Investment Management Cedar Rapids, Iowa	$49K	+$35.9K	1	0.02%	Increased
862	AssetMark Inc Concord, California	$49K	-$5.27K	1	0%	Reduced
863	BKA Brick & Kyle Associates Newtown, Pennsylvania	$49K	$0	1	0.04%	Maintained
864	MUS Mitsubishi UFJ Securities Tokyo, Japan	$45K	+$35.1K	1	0.24%	Increased
865	MBT Monroe Bank & Trust Monroe, Michigan	$45K	+$43.1K	1	0.01%	New
866	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$44.3K	+$42.9K	1	0.04%	New
867	HRC Hoertkorn Richard Charles	$41K	$0	1	0.03%	Maintained
868	GEA Glen Eagle Advisors Kingston, New Jersey	$39.6K	$0	1	0.03%	Maintained
869	VCM Vigilant Capital Management Portland, Maine	$39K	$0	2	0.01%	Maintained
870	Pathstone Family Office Englewood, New Jersey	$38K	+$36K	2	0.02%	New
871	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$37K	+$24K	1	0.01%	Increased
872	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$35K	-$439	2	0.02%	Reduced
873	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$34K	$0	1	0.02%	Maintained
874	Smithfield Trust Pittsburgh, Pennsylvania	$32K	$0	1	0.01%	Maintained
875	AP Atwood & Palmer Kansas City, Missouri	$29K	$0	1	0%	Maintained