← 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	Cetera Advisors Denver, Colorado	$334K	+$49.4K	1	0.02%	Increased
877	AB Atlas Brown Louisville, Kentucky	$330K	+$3.36K	1	0.06%	Increased
878	RWA Ropes Wealth Advisors Boston, Massachusetts	$323K	-$81.5K	1	0.08%	Reduced
879	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$320K	-$10.2K	1	0.36%	Reduced
880	HBK Sorce Advisory Erie, Pennsylvania	$319K	-$8.05K	1	0.04%	Reduced
881	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$319K	-$35.7K	1	0.06%	Reduced
882	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$318K	+$28.7K	1	0.03%	Increased
883	GCC Game Creek Capital Boston, Massachusetts	$317K	+$310K	1	0.09%	New
884	HS HighVista Strategies Boston, Massachusetts	$317K	-$31K	1	0.09%	Reduced
885	VF Virtu Financial New York	$317K	-$3.29M	1	0.02%	Reduced
886	Homrich & Berg Atlanta, Georgia	$306K	+$34.1K	1	0.02%	Increased
887	CDH Charles D. Hyman	$305K	+$304K	1	0.04%	New
888	NL NWAM LLC Mercer Island, Washington	$305K	-$9.17K	1	0.08%	Reduced
889	FHA Flagship Harbor Advisors Boston, Massachusetts	$302K	+$282K	1	0.09%	New
890	CC Cadinha & Co Honolulu, Hawaii	$299K	$0	1	0.04%	Maintained
891	CL CPWM LLC Seattle, Washington	$299K	-$97.8K	1	0.07%	Reduced
892	Brandywine Global Investment Management Philadelphia, Pennsylvania	$296K	+$289K	1	0%	New
893	HighPoint Advisor Group Downers Grove, Illinois	$294K	+$278K	1	0.08%	New
894	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$293K	-$71.9K	1	0.16%	Reduced
895	DIM DC Investments Management Mclean, Virginia	$293K	+$292K	1	0.12%	New
896	IC Intersect Capital San Ramon, California	$293K	$0	1	0.16%	Maintained
897	FIM Freedom Investment Management Hartford, Connecticut	$292K	-$54.3K	1	0.01%	Reduced
898	ACM Aviance Capital Management Sarasota, Florida	$290K	-$150K	1	0.02%	Reduced
899	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$289K	+$55K	1	0.04%	Increased
900	AWM Altium Wealth Management Purchase, New York	$288K	+$288K	1	0.13%	New