← 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
501	RHBC R.H. Bluestein & Co Birmingham, Michigan	$360K	+$70.4K	1	0.02%	Increased
502	Laird Norton Wetherby Wealth Management San Francisco, California	$358K	-$9.86K	1	0.1%	Reduced
503	DY Dowling & Yahnke San Diego, California	$348K	+$59.7K	1	0.05%	Increased
504	Highbridge Capital Management New York	$345K	+$338K	1	0%	New
505	Ladenburg Thalmann Financial Services Miami, Florida	$337K	-$14.8M	3	0.01%	Reduced
506	MSI Financial Services Springfield, Massachusetts	$327K	-$370K	2	0.04%	Reduced
507	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$319K	+$192K	1	0.15%	New
508	Crestwood Advisors Group Boston, Massachusetts	$311K	$0	1	0.05%	Maintained
509	Waldron Private Wealth Bridgeville, Pennsylvania	$298K	$0	1	0.14%	Maintained
510	GCP GSA Capital Partners London, United Kingdom	$296K	+$317K	1	0.02%	New
511	PEAK6 Group Chicago, Illinois	$294K	-$1.17M	1	0%	Reduced
512	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$293K	+$11.7K	1	0.07%	Increased
513	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$288K	+$282K	1	0.08%	New
514	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$284K	+$2.48K	1	0.07%	Increased
515	AHL Partners London, United Kingdom	$282K	+$302K	1	0.02%	New
516	FAM Formidable Asset Management Cincinnati, Ohio	$275K	-$7.32K	1	0.18%	Reduced
517	WA WFG Advisors Dallas, Texas	$272K	$0	2	0.05%	Maintained
518	OA OFI Advisors Philadelphia, Pennsylvania	$271K	+$21.5K	1	0.02%	Increased
519	Personal Capital Advisors Redwood City, California	$271K	-$4.74M	1	0.03%	Reduced
520	RNS Robert N. Shapiro	$266K	+$1.69K	2	0.05%	Increased
521	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$261K	+$8.49K	1	0.06%	Increased
522	Capital Guardian Trust Los Angeles, California	$258K	+$253K	1	0%	New
523	FIM Freedom Investment Management Hartford, Connecticut	$249K	-$8K	1	0.04%	Reduced
524	PCM Parsons Capital Management Providence, Rhode Island	$248K	$0	1	0.03%	Maintained
525	WesBanco Bank Wheeling, West Virginia	$246K	-$2.82K	1	0.01%	Reduced