← 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	JFA JNBA Financial Advisors Bloomington, Minnesota	$171K	$0	1	0.04%	Maintained
877	IHT Wealth Management Chicago, Illinois	$168K	-$1.05M	2	0.07%	Reduced
878	Edmond de Rothschild Holding Chambesy, Switzerland	$165K	$0	1	0%	Maintained
879	BAM Barrett Asset Management New York	$156K	+$25.6K	1	0.01%	Increased
880	AOWM Alpha Omega Wealth Management Richmond, Virginia	$149K	$0	1	0.07%	Maintained
881	GLI Guardian Life Insurance New York	$145K	+$3.59K	1	0.02%	Increased
882	MRCM M&R Capital Management Summit, New Jersey	$144K	$0	1	0.03%	Maintained
883	Quadrant Capital Group Cincinnati, Ohio	$141K	+$20.4K	3	0.06%	Increased
884	BTIS BB&T Investment Services Charlotte, North Carolina	$140K	+$26.8K	3	0.03%	Increased
885	LNB Ledyard National Bank	$132K	+$24.9K	2	0.02%	Increased
886	EMG ETF Managers Group Summit, New Jersey	$131K	+$10.4K	2	0.01%	Increased
887	MUS Mitsubishi UFJ Securities Tokyo, Japan	$131K	+$86.5K	1	0.63%	Increased
888	PCA Peddock Capital Advisors Braintree, Massachusetts	$130K	$0	1	0.07%	Maintained
889	MAM Meeder Asset Management Dublin, Ohio	$128K	+$126K	1	0.01%	New
890	Capital Analysts LLC Fort Washington, Pennsylvania	$121K	+$2.76K	1	0.02%	Increased
891	SIA SeaBridge Investment Advisors Summit, New Jersey	$118K	+$111K	1	0.03%	New
892	WIM Westside Investment Management Santa Monica, California	$115K	-$18.4K	1	0.07%	Reduced
893	PCP Proficio Capital Partners Newton, Massachusetts	$112K	+$794	3	0.05%	Increased
894	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$107K	+$105K	1	0.04%	New
895	Brown Brothers Harriman & Co New York	$106K	+$98.4K	1	0%	Increased
896	TCI Wealth Advisors Tucson, Arizona	$105K	-$7.26K	2	0.05%	Reduced
897	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$98K	-$43	2	0.04%	Reduced
898	AIL AGF Investments LLC Toronto, Ontario, Canada	$97K	+$1.55K	3	0.02%	Increased
899	CPA Clear Perspective Advisors Aurora, Illinois	$95K	$0	1	0.08%	Maintained
900	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$95K	$0	1	0.04%	Maintained