← 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	CWM Concert Wealth Management San Jose, California	$354K	-$564K	1	0.08%	Reduced
727	EP Edgestream Partners Princeton, New Jersey	$352K	-$18.5K	1	0.16%	Reduced
728	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$349K	+$338K	1	0.04%	New
729	GVT Genesee Valley Trust Pittsford, New York	$345K	+$9.87K	1	0.24%	Increased
730	KA Kovack Advisors Ft. Lauderdale, Florida	$342K	+$331K	1	0.13%	New
731	FPFS First Personal Financial Services Charlotte, North Carolina	$341K	+$23.2K	3	0.08%	Increased
732	AWA ARS Wealth Advisors St. Petersburg, Florida	$339K	-$55.9K	1	0.15%	Reduced
733	LW Linscomb Wealth Houston, Texas	$337K	+$23.2K	1	0.03%	Increased
734	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$335K	+$13.5K	1	0.07%	Increased
735	CL CSS LLC Chicago, Illinois	$327K	+$278K	2	0.02%	Increased
736	Gradient Investments Arden Hills, Minnesota	$326K	-$33.8K	1	0.02%	Reduced
737	VFA Voya Financial Advisors Windsor, Connecticut	$324K	-$160	1	0.03%	Reduced
738	Boothbay Fund Management New York	$322K	-$460K	1	0.06%	Reduced
739	DTL Dynamic Technology Lab Singapore	$322K	-$849K	1	0.08%	Reduced
740	CCP Corient Capital Partners Newport Beach, California	$320K	-$559	1	0.05%	Reduced
741	Stratos Wealth Partners Beachwood, Ohio	$320K	+$14.7K	1	0.02%	Increased
742	WEC Winslow Evans & Crocker Boston, Massachusetts	$316K	-$70.5K	1	0.1%	Reduced
743	Achmea Investment Management Zeist, Netherlands	$314K	+$313K	1	0.01%	New
744	BM Brandywine Managers Hockessin, Delaware	$314K	$0	1	0.08%	Maintained
745	BA Birinyi Associates Westport, Connecticut	$313K	-$180K	1	0.16%	Reduced
746	CG Clinton Group New York	$307K	-$7.27M	1	0.02%	Reduced
747	SFSIG San Francisco Sentry Investment Group San Francisco, California	$306K	+$297K	1	0.17%	New
748	AL Agran Libbie Santa Monica, California	$303K	-$7.99K	1	0.07%	Reduced
749	NL NWAM LLC Mercer Island, Washington	$300K	+$23.3K	1	0.09%	Increased
750	Catalyst Capital Advisors Huntington, New York	$297K	+$199K	1	0.01%	Increased