← 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	IP Intellectus Partners San Francisco, California	$756K	-$1.66M	1	0.28%	Reduced
877	1WA 180 Wealth Advisors Federal Way, Washington	$755K	-$28.8K	1	0.37%	Reduced
878	IDBONY Israel Discount Bank of New York New York	$751K	+$2.81K	1	0.5%	Increased
879	VFA Voya Financial Advisors Windsor, Connecticut	$751K	+$89.9K	1	0.05%	Increased
880	CMANY Capital Management Associates (New York) New York	$750K	+$702K	1	0.94%	New
881	QIM Quantitative Investment Management Charlottesville, Virginia	$750K	-$33M	1	0.02%	Reduced
882	LW Linscomb Wealth Houston, Texas	$744K	+$111K	1	0.06%	Increased
883	WEC Winslow Evans & Crocker Boston, Massachusetts	$740K	-$35.2K	1	0.23%	Reduced
884	Magnetar Financial Evanston, Illinois	$739K	+$790K	1	0.01%	New
885	I INVST Indianapolis, Indiana	$732K	+$684K	1	0.43%	New
886	LCM Logan Capital Management Newtown Square, Pennsylvania	$725K	+$30K	1	0.05%	Increased
887	SSP Sapphire Star Partners Redmond, Washington	$723K	$0	1	0.75%	Maintained
888	Shelton Capital Management Denver, Colorado	$713K	-$63.8K	1	0.04%	Reduced
889	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$712K	-$20.6K	2	0.04%	Reduced
890	AWM Altium Wealth Management Purchase, New York	$710K	+$246K	1	0.19%	Increased
891	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$707K	-$72K	1	0.59%	Reduced
892	H HoyleCohen San Diego, California	$702K	-$20K	1	0.14%	Reduced
893	1SB 1ST Source Bank South Bend, Indiana	$690K	+$10.3K	1	0.06%	Increased
894	Wealthspire Advisors (Maryland) Potomac, Maryland	$690K	+$53.1K	3	0.06%	Increased
895	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$690K	+$693K	1	0.32%	New
896	Lincoln National Corp Radnor, Pennsylvania	$687K	-$715K	1	0.03%	Reduced
897	IHL Investment House LLC Redondo Beach, California	$683K	+$11.5K	1	0.08%	Increased
898	ACP Aviance Capital Partners Naples, Florida	$682K	+$638K	1	0.2%	New
899	GCM Glaxis Capital Management Sarasota, Florida	$682K	+$638K	1	2.95%	New
900	IC Intersect Capital San Ramon, California	$679K	+$268K	1	0.33%	Increased