← 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	EWM Edge Wealth Management New York	$237K	-$24.2K	1	0.09%	Reduced
752	First Citizens Bank & Trust Raleigh, North Carolina	$236K	-$104K	1	0.03%	Reduced
753	Capital International Inc Los Angeles, California	$234K	+$229K	1	0.03%	New
754	Global X Management Company New York	$233K	+$23.9K	2	0.01%	Increased
755	AA Apriem Advisors Irvine, California	$231K	+$60.7K	2	0.07%	Increased
756	ICOA Investment Centers of America Bismarck, North Dakota	$231K	+$247K	1	0.02%	New
757	NL NWAM LLC Mercer Island, Washington	$229K	+$243K	1	0.08%	New
758	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$229K	+$242K	1	0.04%	New
759	SCA Snowden Capital Advisors New York	$220K	-$1.25M	1	0.06%	Reduced
760	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$219K	+$232K	1	0.06%	New
761	Luther King Capital Management (LKCM) Fort Worth, Texas	$218K	-$69.2K	1	0%	Reduced
762	HWA HCR Wealth Advisors Los Angeles, California	$216K	+$229K	1	0.11%	New
763	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$205K	-$12.7K	2	0%	Reduced
764	WIM Westside Investment Management Santa Monica, California	$202K	+$194K	1	0.14%	New
765	AIS AlphaOne Investment Services West Chester, Pennsylvania	$201K	-$427K	1	0.06%	Reduced
766	Steward Partners Investment Advisory New York	$201K	+$215K	2	0.09%	New
767	TF Tompkins Financial Ithaca, New York	$187K	+$50.1K	1	0.05%	Increased
768	WPA West Paces Advisors Atlanta, Georgia	$175K	+$185K	1	0.16%	New
769	Rockefeller Financial Services New York	$171K	+$21.9K	1	0%	Increased
770	GLI Guardian Life Insurance New York	$167K	+$4.72K	1	0.02%	Increased
771	PHK Point72 Hong Kong Hong Kong	$166K	-$3.86M	2	0.17%	Reduced
772	Allworth Financial Folsom, California	$164K	-$15K	1	0.02%	Reduced
773	Krilogy Financial St. Louis, Missouri	$157K	-$3.63K	1	0.05%	Reduced
774	WA WFG Advisors Dallas, Texas	$150K	+$105K	3	0.04%	Increased
775	FineMark National Bank & Trust Fort Myers, Florida	$146K	+$15.5K	2	0.01%	Increased