← 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	Stratos Wealth Partners Beachwood, Ohio	$225K	-$98K	1	0.02%	Reduced
727	GF Gerstein Fisher New York	$223K	+$16.6K	1	0.03%	Increased
728	Global X Management Company New York	$220K	+$142K	2	0.01%	Increased
729	Mariner Overland Park, Kansas	$220K	+$240K	1	0.01%	New
730	MFW Meristem Family Wealth Minnetonka, Minnesota	$219K	-$4.45K	1	0.09%	Reduced
731	AWA ARS Wealth Advisors St. Petersburg, Florida	$215K	+$235K	1	0.09%	New
732	Tower Research Capital (TRC) New York	$214K	-$2.15M	2	0.02%	Reduced
733	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$212K	-$5.46K	2	0%	Reduced
734	CBU CIBC Bank USA Chicago, Illinois	$209K	+$31.2K	1	0.03%	Increased
735	GBT Grove Bank & Trust Miami, Florida	$208K	+$70.2K	1	0.18%	Increased
736	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$188K	+$59K	1	0.03%	Increased
737	Allworth Financial Folsom, California	$186K	$0	2	0.02%	Maintained
738	AA Apriem Advisors Irvine, California	$182K	-$140K	1	0.05%	Reduced
739	GLI Guardian Life Insurance New York	$170K	+$1.25K	1	0.02%	Increased
740	Krilogy Financial St. Louis, Missouri	$168K	+$10.5K	1	0.05%	Increased
741	Signature Estate & Investment Advisors Los Angeles, California	$167K	-$18.1K	1	0.02%	Reduced
742	ACM Argentus Capital Management Dallas, Texas	$163K	-$631K	1	0.06%	Reduced
743	JFA JNBA Financial Advisors Bloomington, Minnesota	$160K	+$173K	3	0.02%	New
744	SignatureFD Atlanta, Georgia	$160K	+$39.4K	3	0.02%	Increased
745	Rockefeller Financial Services New York	$157K	$0	1	0%	Maintained
746	PO Private Ocean San Rafael, California	$156K	$0	1	0.1%	Maintained
747	AOWM Alpha Omega Wealth Management Richmond, Virginia	$150K	+$164K	1	0.12%	New
748	TF Tompkins Financial Ithaca, New York	$145K	-$9.2K	1	0.04%	Reduced
749	CI Investments Inc Toronto, Ontario, Canada	$143K	$0	1	0%	Maintained
750	CIM Contravisory Investment Management Norwell, Massachusetts	$142K	-$2K	1	0.05%	Reduced