← 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
801	First Manhattan New York	$68K	$0	1	0%	Maintained
802	Simon Quick Advisors Morristown, New Jersey	$67K	+$70.8K	1	0.05%	New
803	Capital Analysts LLC Fort Washington, Pennsylvania	$65K	+$68.8K	1	0.01%	New
804	Penserra Capital Management Orinda, California	$61K	+$11.8K	3	0.01%	Increased
805	CPA Clear Perspective Advisors Aurora, Illinois	$60K	+$65K	1	0.04%	New
806	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$58K	-$7.91K	2	0.03%	Reduced
807	NFM North Forty Management Seattle, Washington	$56K	+$59.8K	1	0.07%	New
808	PMFA Plante Moran Financial Advisors Southfield, Michigan	$56K	-$53K	2	0.03%	Reduced
809	AIC Ayalon Insurance Company Ramat Gan, Israel	$54K	$0	1	0.05%	Maintained
810	Fuller & Thaler Asset Management San Mateo, California	$54K	$0	1	0%	Maintained
811	WTB Washington Trust Bank Spokane, Washington	$53K	$0	2	0.01%	Maintained
812	CFA Carroll Financial Associates Charlotte, North Carolina	$52K	-$5.08K	1	0.01%	Reduced
813	Carson Wealth (CWM LLC) Omaha, Nebraska	$49K	-$4.51K	2	0%	Reduced
814	SIG Stanford Investment Group Mountain View, California	$49K	-$21.8K	1	0.02%	Reduced
815	ACS Archford Capital Strategies Swansea, Illinois	$47K	+$1.45K	1	0.02%	Increased
816	AssetMark Inc Concord, California	$45K	-$2.9K	1	0%	Reduced
817	EA Edge Advisors Atlanta, Georgia	$44K	+$47.9K	1	0.01%	New
818	FIB First Interstate Bank Billings, Montana	$44K	$0	1	0.01%	Maintained
819	BKA Brick & Kyle Associates Newtown, Pennsylvania	$41K	$0	1	0.03%	Maintained
820	CL CSS LLC Chicago, Illinois	$38K	-$96.8K	1	0%	Reduced
821	Thompson Siegel & Walmsley Richmond, Virginia	$35K	$0	1	0%	Maintained
822	HRC Hoertkorn Richard Charles	$34K	+$36.3K	1	0.02%	New
823	GEA Glen Eagle Advisors Kingston, New Jersey	$32.9K	+$34.8K	1	0.03%	New
824	VCM Vigilant Capital Management Portland, Maine	$32K	$0	2	0.01%	Maintained
825	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$31K	$0	2	0.02%	Maintained