← 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	AssetMark Inc Concord, California	$66K	-$21K	2	0%	Reduced
777	RP Raiff Partners New York	$66K	+$69.5K	1	0.19%	New
778	CFA Carroll Financial Associates Charlotte, North Carolina	$65K	+$1.71K	2	0.01%	Increased
779	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$65K	-$13.5K	1	0.03%	Reduced
780	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$65K	+$10.5K	2	0.03%	Increased
781	AIC Ayalon Insurance Company Ramat Gan, Israel	$63K	-$23.5K	1	0.05%	Reduced
782	AIM Arcadia Investment Management Kalamazoo, Michigan	$62K	+$61.7K	1	0.02%	New
783	BWP Baldwin Wealth Partners Marion, Massachusetts	$61K	+$1.33K	1	0.01%	Increased
784	CFN Cordasco Financial Network Naples, Florida	$59K	$0	1	0.07%	Maintained
785	WTB Washington Trust Bank Spokane, Washington	$57K	+$2.04K	1	0.01%	Increased
786	PMFA Plante Moran Financial Advisors Southfield, Michigan	$56K	+$208	2	0.04%	Increased
787	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$55K	$0	1	0.04%	Maintained
788	ACS Archford Capital Strategies Swansea, Illinois	$53K	+$52.7K	1	0.03%	New
789	RGI River Global Investors London, United Kingdom	$51K	$0	1	0.02%	Maintained
790	Thompson Siegel & Walmsley Richmond, Virginia	$40K	+$40K	1	0%	New
791	FMA FNY Managed Accounts New York	$39.7K	-$201K	1	0.04%	Reduced
792	DPA Delphi Private Advisors San Diego, California	$37K	-$78	1	0.07%	Reduced
793	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$35K	$0	2	0.02%	Maintained
794	MUFG Americas New York	$35K	-$37.9K	1	0%	Reduced
795	SIG Stanford Investment Group Mountain View, California	$35K	$0	1	0.02%	Maintained
796	JIC Joel Isaacson & Co New York	$34K	$0	1	0.01%	Maintained
797	CB Community Bank Dewitt, New York	$33K	-$43.6K	1	0.01%	Reduced
798	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$33K	+$34.7K	1	0.01%	New
799	Pathstone Family Office Englewood, New Jersey	$33K	+$18.8K	1	0.03%	Increased
800	WP WealthPLAN Partners Omaha, Nebraska	$32.1K	+$49.3K	1	0%	New