← 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
601	SW SVB Wealth Boston, Massachusetts	$1.66M	+$89K	1	0.06%	Increased
602	RCM RB Capital Management Reno, Nevada	$1.66M	+$2.55K	1	1.18%	Increased
603	WI WBI Investments Red Bank, New Jersey	$1.65M	-$100K	1	0.08%	Reduced
604	AAM Azzad Asset Management Falls Church, Virginia	$1.64M	+$38.9K	2	0.52%	Increased
605	GHCM Glen Harbor Capital Management San Diego, California	$1.64M	+$322K	1	0.04%	Increased
606	Parallax Volatility Advisers San Francisco, California	$1.64M	+$1.63M	1	0%	New
607	Fulton Bank Lancaster, Pennsylvania	$1.62M	+$66.8K	1	0.11%	Increased
608	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.62M	+$510	1	0.67%	Increased
609	Capital Guardian Trust Los Angeles, California	$1.6M	+$455K	2	0.02%	Increased
610	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$1.6M	+$1.49M	1	1.1%	New
611	ECM Everence Capital Management Goshen, Indiana	$1.59M	+$251K	1	0.35%	Increased
612	Wealthfront Palo Alto, California	$1.58M	+$332K	1	0.02%	Increased
613	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$1.58M	+$342K	1	0.17%	Increased
614	Summit Trail Advisors New York	$1.58M	+$1.42M	3	0.2%	New
615	BFO Boston Family Office Boston, Massachusetts	$1.56M	+$1.2M	2	0.17%	Increased
616	Huntington National Bank Columbus, Ohio	$1.55M	+$25.7K	2	0.02%	Increased
617	Calamos Wealth Management Naperville, Illinois	$1.54M	+$36.8K	1	0.2%	Increased
618	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.54M	+$28K	1	1.09%	Increased
619	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.53M	+$49.3K	2	0.09%	Increased
620	GCM Glaxis Capital Management Sarasota, Florida	$1.53M	-$5.57M	1	2.14%	Reduced
621	Weiss Multi-Strategy Advisers New York	$1.53M	-$3.45M	1	0.04%	Reduced
622	Ameritas Investment Partners Lincoln, Nebraska	$1.52M	-$31K	1	0.07%	Reduced
623	WSCM Wellington Shields Capital Management New York	$1.51M	-$10.2K	1	0.23%	Reduced
624	AF Aldebaran Financial	$1.49M	+$2.55K	1	0.99%	Increased
625	Prudential plc London, England, United Kingdom	$1.49M	+$91.7K	1	0%	Increased