← 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
651	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$128K	-$24.9K	1	0.02%	Reduced
652	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$126K	-$269K	2	0%	Reduced
653	AA Apriem Advisors Irvine, California	$118K	+$7.12K	1	0.04%	Increased
654	Advisory Services Network Atlanta, Georgia	$117K	+$2.14K	2	0.03%	Increased
655	HA Harfst & Associates Sheridan, Wyoming	$117K	+$120K	2	0.07%	New
656	KT Kanaly Trust Houston, Texas	$113K	+$54.2K	3	0.02%	Increased
657	CCS Crosspoint Capital Strategies Orinda, California	$99K	$0	1	0.03%	Maintained
658	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$95K	+$98.3K	1	0.03%	New
659	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$94K	$0	1	0.08%	Maintained
660	LNB Ledyard National Bank	$93K	+$12.6K	2	0.02%	Increased
661	AW Alpha Windward Westwood, Massachusetts	$82K	-$6.91K	1	0.06%	Reduced
662	NFG Next Financial Group Houston, Texas	$81K	$0	1	0.03%	Maintained
663	People's United Financial Bridgeport, Connecticut	$78K	+$40.9K	1	0%	Increased
664	MUS Mitsubishi UFJ Securities Tokyo, Japan	$75K	-$7.83K	1	0.5%	Reduced
665	WTB Washington Trust Bank Spokane, Washington	$75K	$0	1	0.02%	Maintained
666	Benjamin F. Edwards & Company St. Louis, Missouri	$74K	+$7.26K	1	0.01%	Increased
667	GWM Gupta Wealth Management San Diego, California	$74K	+$21.4K	2	0.02%	Increased
668	PMFA Plante Moran Financial Advisors Southfield, Michigan	$66K	-$214	1	0.05%	Reduced
669	TCOV Trust Company of Vermont Brattleboro, Vermont	$66K	+$7.12K	2	0.01%	Increased
670	Klingman & Associates New York	$64K	+$60.1K	2	0.03%	Increased
671	AIC Ayalon Insurance Company Ramat Gan, Israel	$61K	$0	1	0.04%	Maintained
672	AP Atwood & Palmer Kansas City, Missouri	$60K	+$62.1K	2	0.01%	New
673	ACS Archford Capital Strategies Swansea, Illinois	$58K	$0	1	0.04%	Maintained
674	PEAK6 Group Chicago, Illinois	$58K	+$61.4K	1	0%	New
675	Quadrant Capital Group Cincinnati, Ohio	$58K	+$65K	2	0.04%	New