← 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
826	CGL Clarius Group LLC Seattle, Washington	$234K	+$217K	1	0.1%	New
827	Wilmington Savings Fund Society Wilmington, Delaware	$225K	$0	1	0.01%	Maintained
828	Choreo LLC Rockford, Illinois	$223K	-$3.28M	1	0.03%	Reduced
829	WPA West Paces Advisors Atlanta, Georgia	$221K	$0	1	0.18%	Maintained
830	Great Lakes Advisors Chicago, Illinois	$220K	+$205K	1	0.01%	New
831	CFA Cahill Financial Advisors Edina, Minnesota	$217K	+$218K	1	0.12%	New
832	HT Heritage Trust Oklahoma City, Oklahoma	$216K	+$217K	1	0.08%	New
833	CBU CIBC Bank USA Chicago, Illinois	$209K	-$1.66K	1	0.03%	Reduced
834	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$208K	+$192K	1	0.01%	New
835	IPC Independent Portfolio Consultants Boca Raton, Florida	$207K	-$37.8K	2	0.09%	Reduced
836	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$205K	-$22.6K	1	0.01%	Reduced
837	HFM Hartford Financial Management Hartford, Connecticut	$203K	$0	2	0.09%	Maintained
838	AIM Acrospire Investment Management Chicago, Illinois	$202K	-$46.3K	3	0.19%	Reduced
839	BWM Biltmore Wealth Management Tempe, Arizona	$201K	+$187K	1	0.23%	New
840	Rockefeller Financial Services New York	$196K	-$20K	1	0%	Reduced
841	Fiduciary Trust Boston, Massachusetts	$187K	+$188K	1	0.01%	New
842	TF Tompkins Financial Ithaca, New York	$187K	$0	1	0.05%	Maintained
843	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$184K	+$180K	2	0.09%	New
844	PAM Paradigm Asset Management New York	$182K	$0	1	0.04%	Maintained
845	WA WFG Advisors Dallas, Texas	$180K	+$90.5K	3	0.04%	Increased
846	SWA Sutton Wealth Advisors Tampa, Florida	$176K	+$1.57K	2	0.14%	Increased
847	Allworth Financial Folsom, California	$173K	$0	1	0.02%	Maintained
848	HA Harfst & Associates Sheridan, Wyoming	$164K	+$15.7K	1	0.07%	Increased
849	JFA JNBA Financial Advisors Bloomington, Minnesota	$158K	$0	1	0.04%	Maintained
850	Edmond de Rothschild Holding Chambesy, Switzerland	$154K	-$224K	1	0%	Reduced