← 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
876	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$73K	-$95.8K	1	0%	Reduced
877	First Horizon Advisors Memphis, Tennessee	$72K	$0	1	0.01%	Maintained
878	Arax Advisory Partners Denver, Colorado	$71K	+$6.17K	2	0.03%	Increased
879	LWM Lenox Wealth Management Cincinnati, Ohio	$70K	+$68.5K	2	0.03%	New
880	SBL Sargent Bickham Lagudis Boulder, Colorado	$68K	$0	1	0.01%	Maintained
881	CFA Carroll Financial Associates Charlotte, North Carolina	$65K	$0	1	0.01%	Maintained
882	MIC MU Investments Company Tokyo, Japan	$63K	-$23.5K	1	0.05%	Reduced
883	SIM Sonora Investment Management Tucson, Arizona	$58.8K	+$30K	1	0.01%	Increased
884	FIB First Interstate Bank Billings, Montana	$56K	$0	1	0.01%	Maintained
885	Balentine LLC Atlanta, Georgia	$55K	-$3.76K	2	0.01%	Reduced
886	Harvest Fund Management Beijing, China	$55K	+$55.6K	1	0.01%	New
887	AIM Advantage Investment Management Cedar Rapids, Iowa	$52K	$0	1	0.02%	Maintained
888	AssetMark Inc Concord, California	$49K	-$2.09K	1	0%	Reduced
889	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$46.5K	$0	1	0.04%	Maintained
890	WA Winfield Associates Cleveland, Ohio	$45K	+$16.4K	2	0.02%	Increased
891	Farmers & Merchants Investments Inc Lincoln, Nebraska	$44K	+$20.9K	2	0%	Increased
892	VCM Vigilant Capital Management Portland, Maine	$44K	$0	2	0.01%	Maintained
893	HRC Hoertkorn Richard Charles	$43K	$0	1	0.03%	Maintained
894	GEA Glen Eagle Advisors Kingston, New Jersey	$41.6K	$0	1	0.03%	Maintained
895	MUS Mitsubishi UFJ Securities Tokyo, Japan	$40K	-$6.97K	1	0.21%	Reduced
896	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$39K	$0	1	0.01%	Maintained
897	JT Jump Trading Chicago, Illinois	$37K	+$37.2K	1	0.01%	New
898	Pathstone Family Office Englewood, New Jersey	$37K	-$2.65K	1	0.02%	Reduced
899	MFW Mosaic Family Wealth St. Louis, Missouri	$35K	+$20.6K	1	0.01%	Increased
900	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$35K	$0	1	0.02%	Maintained