← 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
726	AA Apriem Advisors Irvine, California	$174K	-$34.4K	1	0.07%	Reduced
727	GLI Guardian Life Insurance New York	$170K	-$45K	1	0.01%	Reduced
728	PO Private Ocean San Rafael, California	$166K	$0	1	0.12%	Maintained
729	MIC MU Investments Company Tokyo, Japan	$165K	$0	1	0.1%	Maintained
730	CIM Contravisory Investment Management Norwell, Massachusetts	$163K	-$6.97M	2	0.05%	Reduced
731	Rockefeller Financial Services New York	$162K	+$54K	1	0%	Increased
732	TF Tompkins Financial Ithaca, New York	$159K	-$52.5K	1	0.05%	Reduced
733	Shinko Asset Management Company Tokyo, Japan	$150K	-$5.17K	2	0%	Reduced
734	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$149K	$0	1	0.07%	Maintained
735	CI Investments Inc Toronto, Ontario, Canada	$148K	+$138K	1	0%	New
736	GBT Grove Bank & Trust Miami, Florida	$142K	-$112K	1	0.13%	Reduced
737	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$135K	$0	1	0.02%	Maintained
738	NFG Next Financial Group Houston, Texas	$135K	+$24.6K	3	0.05%	Increased
739	SWA Sutton Wealth Advisors Tampa, Florida	$135K	+$126K	2	0.13%	New
740	KT Kanaly Trust Houston, Texas	$121K	-$5.09K	3	0.02%	Reduced
741	AIM Acrospire Investment Management Chicago, Illinois	$120K	+$113K	3	0.08%	New
742	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$117K	+$122K	1	0.11%	New
743	EDRE Edmond de Rothschild (Europe) Luxembourg	$114K	$0	1	0.06%	Maintained
744	IFP Advisors Tampa, Florida	$114K	-$392K	2	0.02%	Reduced
745	Quadrant Capital Group Cincinnati, Ohio	$101K	-$12.9K	3	0.07%	Reduced
746	Central Trust Company Jefferson City, Missouri	$100K	+$93.3K	1	0.01%	New
747	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$100K	$0	1	0.09%	Maintained
748	EMG ETF Managers Group Summit, New Jersey	$98K	+$81.5K	3	0.07%	New
749	ED Exane Derivatives Paris, France	$90.5K	-$28.7K	2	0.01%	Reduced
750	TCOV Trust Company of Vermont Brattleboro, Vermont	$88K	$0	2	0.01%	Maintained