← 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	Parallax Volatility Advisers San Francisco, California	$318K	-$24.9M	1	0%	Reduced
777	NWP Northstar Wealth Partners West Hartford, Connecticut	$316K	-$31.9K	1	0.29%	Reduced
778	OneDigital Investment Advisors Overland Park, Kansas	$316K	+$309K	2	0.09%	New
779	1SB 1ST Source Bank South Bend, Indiana	$308K	-$348	1	0.03%	Reduced
780	ANB Amarillo National Bank Amarillo, Texas	$308K	$0	1	0.11%	Maintained
781	Azimuth Capital Management Bloomfield Hills, Michigan	$308K	$0	1	0.02%	Maintained
782	PM Parametrica Management Wanchai, Hong Kong	$308K	+$287K	1	0.29%	New
783	KA Kovack Advisors Ft. Lauderdale, Florida	$307K	-$52.7K	1	0.1%	Reduced
784	IR Invictus RG Hamilton, Bermuda	$306K	+$308K	1	0.22%	New
785	EWM Edge Wealth Management New York	$303K	$0	1	0.1%	Maintained
786	CC Cedar Capital Barrington, Illinois	$302K	+$41.8K	1	0.13%	Increased
787	HBK Sorce Advisory Erie, Pennsylvania	$297K	+$299K	1	0.05%	New
788	Lincoln National Corp Radnor, Pennsylvania	$297K	+$28.1K	1	0.01%	Increased
789	Lido Advisors Los Angeles, California	$295K	$0	1	0.06%	Maintained
790	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$294K	+$297K	1	0.12%	New
791	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$294K	$0	1	0.04%	Maintained
792	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$287K	$0	1	0.03%	Maintained
793	Benjamin F. Edwards & Company St. Louis, Missouri	$282K	+$13K	2	0.04%	Increased
794	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$280K	-$246K	1	0.32%	Reduced
795	DBT Dubuque Bank & Trust Dubuque, Iowa	$279K	+$140K	1	0.06%	Increased
796	WAM Weatherly Asset Management Del Mar, California	$279K	-$9.8K	1	0.08%	Reduced
797	Avantax Planning Partners Dubuque, Iowa	$278K	+$279K	1	0.02%	New
798	HWA HCR Wealth Advisors Los Angeles, California	$274K	$0	1	0.14%	Maintained
799	TDC Thompson Davis & Co Richmond, Virginia	$274K	+$1.57K	1	0.44%	Increased
800	AW ACG Wealth Atlanta, Georgia	$273K	+$274K	1	0.04%	New