← 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	OneDigital Investment Advisors Overland Park, Kansas	$246K	-$97K	2	0.09%	Reduced
852	OIA Optimum Investment Advisors Chicago, Illinois	$243K	-$13.8K	1	0.08%	Reduced
853	CGL Clarius Group LLC Seattle, Washington	$241K	-$18K	1	0.1%	Reduced
854	CFA Cahill Financial Advisors Edina, Minnesota	$234K	$0	1	0.12%	Maintained
855	VAM Visionary Asset Management Houston, Texas	$232K	+$230K	1	0.07%	New
856	GCA Gideon Capital Advisors New York	$231K	+$227K	1	0.23%	New
857	CBU CIBC Bank USA Chicago, Illinois	$225K	$0	1	0.03%	Maintained
858	HFM Hartford Financial Management Hartford, Connecticut	$224K	$0	2	0.11%	Maintained
859	Capital Fund Management (CFM) Paris, France	$223K	-$1.44M	1	0%	Reduced
860	Aspiriant LLC Los Angeles, California	$222K	+$219K	1	0.02%	New
861	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$214K	+$210K	1	0.03%	New
862	Buckingham Strategic Wealth Clayton, Missouri	$213K	+$210K	1	0.05%	New
863	AIA Allegis Investment Advisors Idaho Falls, Idaho	$211K	+$208K	1	0.05%	New
864	KP Keel Point Huntsville, Alabama	$209K	+$206K	1	0.03%	New
865	AA Apriem Advisors Irvine, California	$208K	-$57.5K	1	0.05%	Reduced
866	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$208K	-$12.9K	1	0.01%	Reduced
867	HT Heritage Trust Oklahoma City, Oklahoma	$207K	-$24.9K	1	0.08%	Reduced
868	Crestwood Advisors Group Boston, Massachusetts	$206K	+$202K	1	0.02%	New
869	NAM North American Management Boston, Massachusetts	$203K	+$200K	1	0.03%	New
870	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$202K	-$26.5K	1	0.01%	Reduced
871	TF Tompkins Financial Ithaca, New York	$202K	$0	1	0.05%	Maintained
872	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$199K	-$259	2	0.1%	Reduced
873	PAM Paradigm Asset Management New York	$196K	$0	1	0.05%	Maintained
874	SWA Sutton Wealth Advisors Tampa, Florida	$191K	$0	2	0.15%	Maintained
875	Allworth Financial Folsom, California	$187K	$0	1	0.02%	Maintained