← 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
776	O'Shaughnessy Asset Management Stamford, Connecticut	$70K	+$68.9K	1	0%	New
777	FAM Formidable Asset Management Cincinnati, Ohio	$66K	-$781	1	0.05%	Reduced
778	People's United Financial Bridgeport, Connecticut	$65K	-$23.4K	1	0%	Reduced
779	WA Winfield Associates Cleveland, Ohio	$63K	$0	1	0.04%	Maintained
780	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$60K	+$59.3K	1	0.06%	New
781	Krilogy Financial St. Louis, Missouri	$57K	+$23.3K	2	0.05%	Increased
782	PMFA Plante Moran Financial Advisors Southfield, Michigan	$57K	-$1.01K	1	0.04%	Reduced
783	WP WealthPLAN Partners Omaha, Nebraska	$54.3K	+$142K	1	0.01%	New
784	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$54K	$0	1	0.04%	Maintained
785	ACS Archford Capital Strategies Swansea, Illinois	$53K	-$12.8K	1	0.02%	Reduced
786	RGI River Global Investors London, United Kingdom	$50K	+$50.8K	1	0.03%	New
787	SignatureFD Atlanta, Georgia	$50K	+$8.59K	3	0.01%	Increased
788	Brown Brothers Harriman & Co New York	$49K	-$3.98K	2	0%	Reduced
789	CCS Crosspoint Capital Strategies Orinda, California	$46K	+$60.4K	1	0.01%	New
790	AC Alexandria Capital Arlington, Virginia	$44K	$0	2	0.01%	Maintained
791	SSB Sandy Spring Bank Olney, Maryland	$43K	$0	1	0.01%	Maintained
792	Allworth Financial Folsom, California	$40K	$0	1	0.01%	Maintained
793	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$39K	+$6.47K	3	0.02%	Increased
794	DPA Delphi Private Advisors San Diego, California	$36K	+$36.3K	1	0.06%	New
795	DBT Dubuque Bank & Trust Dubuque, Iowa	$35K	+$32.3K	1	0.01%	Increased
796	JIC Joel Isaacson & Co New York	$33K	$0	1	0.01%	Maintained
797	IPC Independent Portfolio Consultants Boca Raton, Florida	$32K	-$35.3K	1	0.01%	Reduced
798	MassMutual Private Wealth & Trust Windsor, Connecticut	$31.3K	+$6.48K	2	0%	Increased
799	BAM Brave Asset Management Summit, New Jersey	$31K	+$31.2K	1	0.02%	New
800	BKA Brick & Kyle Associates Newtown, Pennsylvania	$31K	+$11.7K	1	0.03%	Increased