← 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	$141K	+$10.2K	2	0.13%	Increased
752	FineMark National Bank & Trust Fort Myers, Florida	$136K	-$21K	2	0.01%	Reduced
753	CL CSS LLC Chicago, Illinois	$135K	+$125K	1	0.01%	New
754	NFG Next Financial Group Houston, Texas	$130K	+$3.04K	2	0.02%	Increased
755	RWA Ropes Wealth Advisors Boston, Massachusetts	$128K	$0	1	0.04%	Maintained
756	MRCM M&R Capital Management Summit, New Jersey	$124K	+$19.1K	1	0.04%	Increased
757	LAM Lebenthal Asset Management New York	$111K	-$703K	2	0.01%	Reduced
758	MFW Mosaic Family Wealth St. Louis, Missouri	$111K	+$101K	1	0.05%	Increased
759	PMFA Plante Moran Financial Advisors Southfield, Michigan	$111K	+$61.3K	3	0.07%	Increased
760	Advisory Services Network Atlanta, Georgia	$108K	-$211K	1	0.02%	Reduced
761	KT Kanaly Trust Houston, Texas	$107K	-$7.28K	3	0.02%	Reduced
762	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$96K	$0	1	0.09%	Maintained
763	Benjamin F. Edwards & Company St. Louis, Missouri	$88K	+$3.9K	1	0.02%	Increased
764	Spot Trading Chicago, Illinois	$88K	+$96.3K	1	0%	New
765	People's United Financial Bridgeport, Connecticut	$87K	+$11.7K	1	0%	Increased
766	LNB Ledyard National Bank	$85K	$0	2	0.02%	Maintained
767	AW Alpha Windward Westwood, Massachusetts	$84K	$0	1	0.06%	Maintained
768	ED Exane Derivatives Paris, France	$83.6K	$0	2	0.01%	Maintained
769	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$82K	-$119K	1	0.01%	Reduced
770	MUS Mitsubishi UFJ Securities Tokyo, Japan	$81K	-$68.6K	1	0.42%	Reduced
771	Quadrant Capital Group Cincinnati, Ohio	$80K	-$49.9K	3	0.05%	Reduced
772	EWM Endurance Wealth Management Providence, Rhode Island	$75K	+$78K	1	0.01%	New
773	SIG Stanford Investment Group Mountain View, California	$73K	+$45.5K	1	0.03%	Increased
774	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$72K	$0	1	0.03%	Maintained
775	First Manhattan New York	$71K	-$6.86K	1	0%	Reduced