← 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	IPC Independent Portfolio Consultants Boca Raton, Florida	$212K	+$209K	2	0.07%	Increased
802	WPA West Paces Advisors Atlanta, Georgia	$211K	+$160	1	0.17%	Increased
803	Savant Capital Rockford, Illinois	$210K	+$203K	1	0.05%	New
804	GLI Guardian Life Insurance New York	$209K	+$6.63K	1	0.03%	Increased
805	Aspiriant LLC Los Angeles, California	$206K	+$200K	1	0.02%	New
806	Rockefeller Financial Services New York	$206K	$0	1	0%	Maintained
807	WPP Whalerock Point Partners Providence, Rhode Island	$205K	+$199K	1	0.08%	New
808	Independent Advisor Alliance Charlotte, North Carolina	$203K	+$190K	1	0.03%	New
809	OIA Optimum Investment Advisors Chicago, Illinois	$203K	+$196K	1	0.07%	New
810	SM Sciencast Management Princeton, New Jersey	$203K	-$84.1K	1	0.11%	Reduced
811	CBU CIBC Bank USA Chicago, Illinois	$200K	+$194K	1	0.03%	New
812	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$196K	-$154K	2	0.03%	Reduced
813	PB Pinnacle Bancorp Beatrice, Nebraska	$192K	+$186K	2	0.14%	New
814	Fuller & Thaler Asset Management San Mateo, California	$188K	+$132K	1	0%	Increased
815	TF Tompkins Financial Ithaca, New York	$179K	-$44.4K	1	0.05%	Reduced
816	HFM Hartford Financial Management Hartford, Connecticut	$175K	+$173K	2	0.11%	New
817	PAM Paradigm Asset Management New York	$173K	+$168K	1	0.03%	New
818	AOWM Alpha Omega Wealth Management Richmond, Virginia	$173K	$0	1	0.09%	Maintained
819	Allworth Financial Folsom, California	$165K	-$32K	1	0.02%	Reduced
820	SWA Sutton Wealth Advisors Tampa, Florida	$164K	-$1.28K	2	0.14%	Reduced
821	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$160K	$0	1	0%	Maintained
822	Krilogy Financial St. Louis, Missouri	$157K	$0	1	0.05%	Maintained
823	JFA JNBA Financial Advisors Bloomington, Minnesota	$151K	$0	1	0.04%	Maintained
824	RIM Rampart Investment Management Hartford, Connecticut	$145K	-$450K	1	0.05%	Reduced
825	HA Harfst & Associates Sheridan, Wyoming	$141K	+$137K	1	0.06%	New