← 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
676	PineBridge Investments New York	$56K	+$926	1	0%	Increased
677	Saturna Capital Bellingham, Washington	$56K	$0	1	0%	Maintained
678	WA Winfield Associates Cleveland, Ohio	$56K	$0	1	0.04%	Maintained
679	MUFG Americas New York	$55K	-$29.5K	1	0%	Reduced
680	Balentine LLC Atlanta, Georgia	$54K	+$33.3K	1	0.01%	Increased
681	FAM Formidable Asset Management Cincinnati, Ohio	$52K	$0	1	0.03%	Maintained
682	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$48K	$0	1	0.03%	Maintained
683	SSG Summit Securities Group New York	$48K	+$50.1K	1	0.02%	New
684	RA Rational Advisors Huntington, New York	$45K	$0	1	0.01%	Maintained
685	WP WealthPLAN Partners Omaha, Nebraska	$42K	-$5.7K	1	0.02%	Reduced
686	AC Alexandria Capital Arlington, Virginia	$39K	+$24.1K	2	0.01%	Increased
687	SSB Sandy Spring Bank Olney, Maryland	$39K	+$4.7K	1	0%	Increased
688	Walleye Trading New York	$38K	+$40.3K	1	0%	New
689	Allworth Financial Folsom, California	$35K	$0	1	0.01%	Maintained
690	FCT Family Capital Trust Peabody, Massachusetts	$35K	+$36.3K	2	0.02%	New
691	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$35K	-$9.4K	1	0.01%	Reduced
692	JIC Joel Isaacson & Co New York	$33K	+$3.24K	2	0.01%	Increased
693	WA WFG Advisors Dallas, Texas	$29K	+$5.27K	2	0.01%	Increased
694	FWM Focused Wealth Management Newburgh, New York	$28K	+$28.5K	1	0.02%	New
695	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$24K	+$21.4K	1	0%	Increased
696	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$23K	-$10.9K	2	0.01%	Reduced
697	First Horizon Advisors Memphis, Tennessee	$23K	$0	1	0%	Maintained
698	IRS Invictus RG (Singapore) Singapore	$23K	+$23.7K	1	0.02%	New
699	WA WealthTrust-Arizona Scottsdale, Arizona	$23K	-$231	2	0.01%	Reduced
700	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$22K	-$3.43K	2	0.01%	Reduced