← 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	SWA Sutton Wealth Advisors Tampa, Florida	$145K	$0	2	0.14%	Maintained
752	RWA Ropes Wealth Advisors Boston, Massachusetts	$143K	+$79.2K	1	0.05%	Increased
753	NFG Next Financial Group Houston, Texas	$141K	-$3.92K	3	0.04%	Reduced
754	SignatureFD Atlanta, Georgia	$137K	+$81K	3	0.02%	Increased
755	Quadrant Capital Group Cincinnati, Ohio	$136K	+$34.1K	3	0.09%	Increased
756	KT Kanaly Trust Houston, Texas	$127K	+$1.26K	3	0.03%	Increased
757	MRCM M&R Capital Management Summit, New Jersey	$119K	+$118K	1	0.03%	New
758	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$107K	$0	1	0.11%	Maintained
759	Hillsdale Investment Management Toronto, Ontario, Canada	$100K	-$367K	1	0.03%	Reduced
760	AW Alpha Windward Westwood, Massachusetts	$94K	+$18.4K	1	0.07%	Increased
761	Benjamin F. Edwards & Company St. Louis, Missouri	$94K	+$1.18K	1	0.02%	Increased
762	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$93K	+$57.4K	2	0.03%	Increased
763	LNB Ledyard National Bank	$92K	$0	2	0.02%	Maintained
764	ED Exane Derivatives Paris, France	$88K	-$8.36K	2	0.01%	Reduced
765	PHK Point72 Hong Kong Hong Kong	$87K	-$134K	1	0.1%	Reduced
766	Central Trust Company Jefferson City, Missouri	$86K	-$21.6K	1	0.01%	Reduced
767	First Manhattan New York	$86K	+$6.91K	1	0%	Increased
768	People's United Financial Bridgeport, Connecticut	$85K	+$26.7K	1	0%	Increased
769	Global X Management Company New York	$83K	+$42.9K	2	0%	Increased
770	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$81K	-$78.5K	1	0.03%	Reduced
771	Catalyst Capital Advisors Huntington, New York	$76K	-$329K	2	0.01%	Reduced
772	TCI Wealth Advisors Tucson, Arizona	$73K	-$8K	1	0.04%	Reduced
773	WRM Westport Resources Management Westport, Connecticut	$71K	+$54.9K	1	0.02%	Increased
774	CFA Camarda Financial Advisors Fleming Island, Florida	$69K	+$45.1K	1	0.04%	Increased
775	WA WFG Advisors Dallas, Texas	$69K	+$31.4K	3	0.02%	Increased