← 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	Wealthspire Advisors (Maryland) Potomac, Maryland	$435K	+$40.9K	3	0.05%	Increased
727	AWA ARS Wealth Advisors St. Petersburg, Florida	$434K	+$78.8K	1	0.18%	Increased
728	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$432K	+$8.71K	1	0.13%	Increased
729	BIG Bellwether Investment Group Chattanooga, Tennessee	$431K	+$411K	1	2%	Increased
730	Brighton Jones LLC Seattle, Washington	$427K	+$429K	1	0.06%	New
731	IHL Investment House LLC Redondo Beach, California	$426K	$0	1	0.06%	Maintained
732	Alpha Cubed Investments Irvine, California	$425K	+$427K	1	0.07%	New
733	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$425K	-$422K	1	0.01%	Reduced
734	GBT Grove Bank & Trust Miami, Florida	$424K	+$162K	2	0.27%	Increased
735	QAM Quantres Asset Management Cayman, Cayman Islands	$424K	+$427K	1	0.28%	New
736	TSS Two Sigma Securities New York	$424K	-$132K	1	0.08%	Reduced
737	SLF Sun Life Financial Toronto, Ontario, Canada	$423K	+$423K	1	0.05%	Increased
738	GCP GSA Capital Partners London, United Kingdom	$416K	-$2.81M	1	0.03%	Reduced
739	BB Bell Bank Fargo, North Dakota	$412K	-$6.62K	1	0.15%	Reduced
740	Horizon Kinetics New York	$401K	-$30.7K	1	0.01%	Reduced
741	DG Davidson & Garrard Lynchburg, Virginia	$397K	+$8.71K	1	0.09%	Increased
742	CCA Checchi Capital Advisers Beverly Hills, California	$394K	-$55.4K	1	0.04%	Reduced
743	FFC First Financial Corp Terre Haute, Indiana	$393K	-$16.5K	1	0.25%	Reduced
744	SCI S&CO Inc Boston, Massachusetts	$390K	$0	1	0.05%	Maintained
745	Stratos Wealth Partners Beachwood, Ohio	$389K	+$53.7K	1	0.02%	Increased
746	CB Chemical Bank Detroit, Michigan	$382K	+$385K	1	0.04%	New
747	Achmea Investment Management Zeist, Netherlands	$380K	$0	1	0.02%	Maintained
748	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$378K	+$380K	1	0.07%	New
749	BHB Bank Hapoalim BM Tel Aviv, Israel	$377K	-$3.92K	1	0.09%	Reduced
750	Sigma Planning Corp Ann Arbor, Michigan	$377K	-$61.8K	1	0.04%	Reduced