← 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
476	ID Integral Derivatives New York	$2.28M	+$2.21M	1	0.04%	New
477	Evercore Wealth Management New York	$2.24M	-$62.7K	2	0.09%	Reduced
478	SW SVB Wealth Boston, Massachusetts	$2.21M	-$337K	2	0.09%	Reduced
479	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2.19M	+$5.03K	1	0.26%	Increased
480	BA BKS Advisors Southfield, Michigan	$2.18M	-$545K	1	0.95%	Reduced
481	FCM Flinton Capital Management Philadelphia, Pennsylvania	$2.18M	+$86.9K	1	0.08%	Increased
482	Calamos Wealth Management Naperville, Illinois	$2.17M	-$624K	1	0.32%	Reduced
483	WB Webster Bank Waterbury, Connecticut	$2.16M	+$2.16K	1	0.33%	Increased
484	DY Dowling & Yahnke San Diego, California	$2.14M	+$182K	1	0.23%	Increased
485	ING Group Amsterdam, Netherlands	$2.14M	+$2.07M	1	0.04%	New
486	WWM Willingdon Wealth Management Huntersville, North Carolina	$2.14M	-$1.24M	1	0.86%	Reduced
487	Advisors Asset Management Monument, Colorado	$2.13M	-$484K	3	0.04%	Reduced
488	TH Timber Hill Greenwich, Connecticut	$2.13M	-$223K	1	0.02%	Reduced
489	CWM CMH Wealth Management Portsmouth, New Hampshire	$2.12M	-$679K	1	1.66%	Reduced
490	Ladenburg Thalmann Financial Services Miami, Florida	$2.1M	+$789K	3	0.03%	Increased
491	Barings Charlotte, North Carolina	$2.1M	$0	1	0.04%	Maintained
492	Advisor Group Phoenix, Arizona	$2.05M	+$215K	3	0.04%	Increased
493	Truist Financial Charlotte, North Carolina	$2.05M	+$23.4K	2	0.04%	Increased
494	SSB Sandy Spring Bank Olney, Maryland	$2.05M	+$147K	1	0.2%	Increased
495	IP Intellectus Partners San Francisco, California	$2.05M	-$1.52K	1	1.04%	Reduced
496	CBT Central Bank & Trust Lexington, Kentucky	$2.02M	-$253K	1	0.52%	Reduced
497	Sumitomo Life Insurance Tokyo, Japan	$1.99M	-$120K	1	0.28%	Reduced
498	GLRA Gerald L. Ray & Associates Dallas, Texas	$1.98M	-$16K	1	0.27%	Reduced
499	MAM Mastrapasqua Asset Management Nashville, Tennessee	$1.97M	+$66.9K	1	0.44%	Increased
500	PCM Parsons Capital Management Providence, Rhode Island	$1.96M	-$32K	1	0.25%	Reduced