← 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
751	NFG Next Financial Group Houston, Texas	$116K	+$4.7K	2	0.04%	Increased
752	AssetMark Inc Concord, California	$115K	+$113K	3	0%	Increased
753	Balentine LLC Atlanta, Georgia	$112K	+$25.9K	2	0.02%	Increased
754	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$111K	$0	1	0.03%	Maintained
755	Rockefeller Financial Services New York	$111K	$0	1	0%	Maintained
756	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$106K	$0	1	0.09%	Maintained
757	MAM Meeder Asset Management Dublin, Ohio	$106K	$0	1	0.01%	Maintained
758	TCOV Trust Company of Vermont Brattleboro, Vermont	$103K	+$3.9K	2	0.01%	Increased
759	LWM LBA Wealth Management Jacksonville, Florida	$100K	+$46.9K	1	0.06%	Increased
760	GS GAM Systematic Cambridge, United Kingdom	$99K	-$145K	1	0.03%	Reduced
761	IR Invictus RG Hamilton, Bermuda	$96K	+$94.5K	2	0.09%	New
762	LNB Ledyard National Bank	$93K	$0	2	0.02%	Maintained
763	WA WFG Advisors Dallas, Texas	$92K	+$58.6K	2	0.03%	Increased
764	CB Community Bank Dewitt, New York	$86K	+$85.3K	1	0.02%	New
765	AIC Ayalon Insurance Company Ramat Gan, Israel	$85K	+$18K	1	0.07%	Increased
766	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$85K	$0	1	0.04%	Maintained
767	TDC Thompson Davis & Co Richmond, Virginia	$85K	-$68.4K	1	0.12%	Reduced
768	AIA Allegis Investment Advisors Idaho Falls, Idaho	$83K	+$82.5K	1	0.05%	New
769	Benjamin F. Edwards & Company St. Louis, Missouri	$83K	+$7.81K	1	0.02%	Increased
770	GWM Gupta Wealth Management San Diego, California	$83K	$0	2	0.02%	Maintained
771	AP Atwood & Palmer Kansas City, Missouri	$80K	$0	2	0.02%	Maintained
772	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$76K	+$4.83K	2	0.04%	Increased
773	AW Alpha Windward Westwood, Massachusetts	$74K	-$17.5K	1	0.05%	Reduced
774	TCI Wealth Advisors Tucson, Arizona	$73K	+$60K	1	0.04%	Increased
775	Group One Trading Chicago, Illinois	$72K	+$34.6K	1	0%	Increased