← 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	Benjamin F. Edwards & Company St. Louis, Missouri	$86K	+$6.89K	1	0.02%	Increased
752	LNB Ledyard National Bank	$86K	$0	2	0.02%	Maintained
753	AIC Ayalon Insurance Company Ramat Gan, Israel	$83K	$0	1	0.07%	Maintained
754	AssetMark Inc Concord, California	$81K	-$24.5K	2	0%	Reduced
755	TCI Wealth Advisors Tucson, Arizona	$76K	+$6.52K	2	0.04%	Increased
756	GWM Gupta Wealth Management San Diego, California	$74K	-$2.96K	2	0.02%	Reduced
757	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$74K	-$5.32K	1	0.01%	Reduced
758	First Manhattan New York	$73K	+$68.9K	1	0%	New
759	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$73K	-$6.06K	1	0.03%	Reduced
760	CB Community Bank Dewitt, New York	$72K	-$7.92K	1	0.02%	Reduced
761	AW Alpha Windward Westwood, Massachusetts	$70K	$0	1	0.05%	Maintained
762	MUFG Americas New York	$68K	+$47.2K	1	0%	Increased
763	CFA Carroll Financial Associates Charlotte, North Carolina	$59K	+$57.3K	3	0.01%	New
764	RWA Ropes Wealth Advisors Boston, Massachusetts	$58K	+$53.6K	1	0.03%	Increased
765	AC Alexandria Capital Arlington, Virginia	$57K	+$16K	2	0.01%	Increased
766	BWP Baldwin Wealth Partners Marion, Massachusetts	$55K	+$51.6K	1	0.01%	New
767	CFN Cordasco Financial Network Naples, Florida	$55K	+$51K	1	0.06%	New
768	FAM Formidable Asset Management Cincinnati, Ohio	$55K	-$10.3K	1	0.04%	Reduced
769	People's United Financial Bridgeport, Connecticut	$54K	-$6.89K	1	0%	Reduced
770	PMFA Plante Moran Financial Advisors Southfield, Michigan	$53K	-$1.42K	2	0.04%	Reduced
771	SignatureFD Atlanta, Georgia	$53K	+$4.58K	3	0.01%	Increased
772	MUS Mitsubishi UFJ Securities Tokyo, Japan	$52K	-$156K	1	0.07%	Reduced
773	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$51K	$0	1	0.03%	Maintained
774	Krilogy Financial St. Louis, Missouri	$51K	$0	2	0.02%	Maintained
775	WTB Washington Trust Bank Spokane, Washington	$51K	+$47.5K	1	0.01%	New