← 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	Waldron Private Wealth Bridgeville, Pennsylvania	$269K	-$249K	1	0.09%	Reduced
802	WPP Whalerock Point Partners Providence, Rhode Island	$269K	+$54.4K	1	0.1%	Increased
803	Capital International Inc Los Angeles, California	$267K	$0	1	0.04%	Maintained
804	NPC National Planning Corporation El Segundo, California	$267K	+$270K	1	0.02%	New
805	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$267K	-$786K	1	0.04%	Reduced
806	Cetera Advisors Denver, Colorado	$257K	+$32.7K	1	0.02%	Increased
807	Welch & Forbes Boston, Massachusetts	$257K	+$26.6K	1	0.01%	Increased
808	Washington Trust Westerly, Rhode Island	$256K	+$258K	1	0.02%	New
809	Mariner Overland Park, Kansas	$255K	-$637K	1	0.01%	Reduced
810	Luther King Capital Management (LKCM) Fort Worth, Texas	$254K	-$26K	1	0%	Reduced
811	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$252K	-$115K	1	0.03%	Reduced
812	GC Gilbert & Cook West Des Moines, Iowa	$251K	+$253K	1	0.09%	New
813	Simplicity Solutions Minneapolis, Minnesota	$251K	+$4.28K	1	0.03%	Increased
814	AB Atlas Brown Louisville, Kentucky	$250K	-$59.9K	1	0.22%	Reduced
815	NL NWAM LLC Mercer Island, Washington	$250K	-$65.1K	1	0.04%	Reduced
816	IC Intersect Capital San Ramon, California	$248K	+$15.7K	1	0.15%	Increased
817	AA Apriem Advisors Irvine, California	$247K	-$46.5K	1	0.07%	Reduced
818	Virtu KCG Holdings New York	$243K	-$1.57M	1	0.01%	Reduced
819	LCP Legacy Capital Partners Milwaukee, Wisconsin	$242K	+$244K	1	0.13%	New
820	PAS Partnervest Advisory Services Santa Barbara, California	$241K	+$12.2K	1	0.11%	Increased
821	Savant Capital Rockford, Illinois	$240K	+$20K	1	0.06%	Increased
822	Homrich & Berg Atlanta, Georgia	$239K	+$8.53K	1	0.02%	Increased
823	OIA Optimum Investment Advisors Chicago, Illinois	$239K	+$26.1K	1	0.08%	Increased
824	Glenview Trust Louisville, Kentucky	$235K	$0	1	0.02%	Maintained
825	WCA Westover Capital Advisors Wilmington, Delaware	$235K	-$610	1	0.15%	Reduced