← 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
851	CPP Crow Point Partners Boston, Massachusetts	$140K	+$10.5K	1	0.02%	Increased
852	AOWM Alpha Omega Wealth Management Richmond, Virginia	$139K	-$43.5K	1	0.07%	Reduced
853	MRCM M&R Capital Management Summit, New Jersey	$136K	$0	1	0.03%	Maintained
854	GLI Guardian Life Insurance New York	$131K	-$88.6K	1	0.02%	Reduced
855	People's United Financial Bridgeport, Connecticut	$127K	+$47.9K	1	0%	Increased
856	WIM Westside Investment Management Santa Monica, California	$124K	-$8.71K	1	0.08%	Reduced
857	PCA Peddock Capital Advisors Braintree, Massachusetts	$121K	+$118K	1	0.06%	Increased
858	BAM Barrett Asset Management New York	$117K	+$108K	1	0.01%	New
859	Quadrant Capital Group Cincinnati, Ohio	$111K	+$25.2K	3	0.05%	Increased
860	EMG ETF Managers Group Summit, New Jersey	$110K	+$105K	2	0.01%	New
861	Capital Analysts LLC Fort Washington, Pennsylvania	$110K	+$13.6K	1	0.02%	Increased
862	BTIS BB&T Investment Services Charlotte, North Carolina	$107K	+$42.7K	3	0.03%	Increased
863	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$106K	-$104K	2	0.02%	Reduced
864	PCP Proficio Capital Partners Newton, Massachusetts	$105K	+$16.5K	3	0.04%	Increased
865	TCI Wealth Advisors Tucson, Arizona	$103K	+$7.92K	2	0.05%	Increased
866	LNB Ledyard National Bank	$99K	$0	2	0.01%	Maintained
867	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$90K	+$6.04K	2	0.04%	Increased
868	AIL AGF Investments LLC Toronto, Ontario, Canada	$89K	+$12.3K	2	0.02%	Increased
869	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$88K	$0	1	0.03%	Maintained
870	ED Exane Derivatives Paris, France	$86.1K	+$85.2K	2	0.02%	Increased
871	First Manhattan New York	$86K	$0	1	0%	Maintained
872	CPA Clear Perspective Advisors Aurora, Illinois	$85K	$0	1	0.07%	Maintained
873	EA Edge Advisors Atlanta, Georgia	$83K	+$435	1	0.01%	Increased
874	WTB Washington Trust Bank Spokane, Washington	$82K	-$3.48K	1	0.02%	Reduced
875	PMFA Plante Moran Financial Advisors Southfield, Michigan	$75K	-$8.87K	2	0.05%	Reduced