← 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
626	GAM Gemmer Asset Management Walnut Creek, California	$9K	-$8.67K	1	0.01%	Reduced
627	Synovus Financial Columbus, Georgia	$9K	-$9.37K	2	0%	Reduced
628	TCI Wealth Advisors Tucson, Arizona	$8K	+$767	1	0%	Increased
629	Group One Trading Chicago, Illinois	$7K	+$6.24K	1	0%	New
630	MCM MV Capital Management Bethesda, Maryland	$7K	+$6.27K	2	0%	New
631	PSI Pinnacle Summer Investments Fairfax, Virginia	$6K	$0	1	0%	Maintained
632	TFA Transamerica Financial Advisors St. Petersburg, Florida	$6K	$0	1	0%	Maintained
633	Farmers & Merchants Investments Inc Lincoln, Nebraska	$5K	$0	1	0%	Maintained
634	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$5K	$0	1	0%	Maintained
635	M MOTCO San Antonio, Texas	$5K	$0	1	0%	Maintained
636	BAM Barrett Asset Management New York	$4K	$0	1	0%	Maintained
637	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4K	-$278K	1	0%	Reduced
638	Klingman & Associates New York	$4K	+$4.72K	1	0%	New
639	Chicago Partners Investment Group Chicago, Illinois	$3K	+$2.86K	1	0%	New
640	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3K	+$2.95K	1	0%	New
641	DBT Dubuque Bank & Trust Dubuque, Iowa	$2K	$0	1	0%	Maintained
642	LWA Lenox Wealth Advisors New York	$2K	+$1.53K	1	0%	New
643	TFO Tarbox Family Office Newport Beach, California	$2K	-$1.65K	1	0%	Reduced
644	WF WealthTrust Fairport Cleveland, Ohio	$2K	$0	2	0%	Maintained
645	RWM Raffa Wealth Management Washington, District of Columbia	$1.49K	$0	2	0%	Maintained
646	RegentAtlantic Capital Morristown, New Jersey	$1.08K	+$1.06K	1	0%	New
647	First Manhattan New York	$1K	+$1.42K	1	0%	New
648	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1K	+$1.36K	1	0%	New
649	HR Howe & Rusling Rochester, New York	$1K	$0	1	0%	Maintained
650	OC Oakworth Capital Birmingham, Alabama	$1K	$0	1	0%	Maintained