← 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
551	Wealthfront Palo Alto, California	$470K	+$94.7K	1	0.02%	Increased
552	JIP Jaffetilchin Investment Partners Tampa, Florida	$469K	+$480K	1	0.14%	New
553	IC Intersect Capital San Ramon, California	$464K	-$89K	1	0.39%	Reduced
554	AT Arden Trust Wilmington, Delaware	$462K	-$139K	1	0.07%	Reduced
555	PHK Point72 Hong Kong Hong Kong	$459K	+$469K	2	0.89%	New
556	KIG Kessler Investment Group Columbus, Indiana	$458K	+$468K	1	0.73%	New
557	Segall Bryant & Hamill Chicago, Illinois	$448K	$0	1	0.01%	Maintained
558	Element Capital Management New York	$446K	+$456K	1	0.16%	New
559	Huntington National Bank Columbus, Ohio	$439K	+$240K	2	0.01%	Increased
560	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$438K	+$377K	2	0.01%	Increased
561	CIA Capital Impact Advisors Boston, Massachusetts	$435K	$0	1	0.2%	Maintained
562	CIM CenturyLink Investment Management Denver, Colorado	$433K	-$8.87K	1	0.14%	Reduced
563	GCA Gideon Capital Advisors New York	$423K	+$439K	1	0.17%	New
564	GIM Grassi Investment Management Santa Clara, California	$422K	-$1.67M	1	0.08%	Reduced
565	AP Advisor Partners Walnut Creek, California	$416K	+$117K	1	0.16%	Increased
566	Edgewood Management Greenwich, Connecticut	$394K	-$19.5K	1	0%	Reduced
567	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$390K	+$399K	1	0.06%	New
568	First Allied Advisory Services San Diego, California	$387K	-$214K	1	0.02%	Reduced
569	Atria Investments Charlotte, North Carolina	$385K	-$169K	1	0.05%	Reduced
570	Waldron Private Wealth Bridgeville, Pennsylvania	$377K	$0	1	0.15%	Maintained
571	BA Birinyi Associates Westport, Connecticut	$376K	+$114K	1	0.26%	Increased
572	Edmond de Rothschild Holding Chambesy, Switzerland	$374K	+$383K	2	0.01%	New
573	OA OFI Advisors Philadelphia, Pennsylvania	$374K	+$8.4K	1	0.02%	Increased
574	FMA FNY Managed Accounts New York	$366K	+$374K	1	0.43%	New
575	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$358K	+$3.35K	1	0.04%	Increased