← 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
901	First Manhattan New York	$93K	$0	1	0%	Maintained
902	EA Edge Advisors Atlanta, Georgia	$92K	+$2.45K	2	0.01%	Increased
903	LWM Lenox Wealth Management Cincinnati, Ohio	$89K	+$12.7K	2	0.03%	Increased
904	CFA Carroll Financial Associates Charlotte, North Carolina	$78K	+$5.7K	1	0.01%	Increased
905	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$78K	$0	1	0%	Maintained
906	First Horizon Advisors Memphis, Tennessee	$77K	$0	1	0.01%	Maintained
907	WTB Washington Trust Bank Spokane, Washington	$77K	-$11.8K	1	0.01%	Reduced
908	Arax Advisory Partners Denver, Colorado	$76K	+$2.93K	2	0.04%	Increased
909	Farmers & Merchants Investments Inc Lincoln, Nebraska	$74K	+$26K	2	0.01%	Increased
910	SBL Sargent Bickham Lagudis Boulder, Colorado	$73K	$0	1	0.01%	Maintained
911	ED Exane Derivatives Paris, France	$70.8K	-$23.9K	2	0.01%	Reduced
912	AssetMark Inc Concord, California	$69K	+$15.2K	2	0%	Increased
913	PMFA Plante Moran Financial Advisors Southfield, Michigan	$68K	-$12.9K	2	0.04%	Reduced
914	BCM Blume Capital Management Berkeley, California	$64K	+$62.6K	1	0.03%	New
915	Geneos Wealth Management Englewood, Colorado	$64K	+$55.2K	1	0.01%	Increased
916	PHK Point72 Hong Kong Hong Kong	$63K	+$53.2K	1	0.04%	Increased
917	FIB First Interstate Bank Billings, Montana	$61K	$0	1	0.01%	Maintained
918	Smithfield Trust Pittsburgh, Pennsylvania	$61K	+$23.8K	2	0.01%	Increased
919	Harvest Fund Management Beijing, China	$60K	$0	1	0.01%	Maintained
920	Carson Wealth (CWM LLC) Omaha, Nebraska	$58K	+$28K	1	0%	Increased
921	Balentine LLC Atlanta, Georgia	$57K	-$3.08K	2	0%	Reduced
922	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$55K	-$59.1K	2	0.01%	Reduced
923	MIC MU Investments Company Tokyo, Japan	$54K	-$13.8K	1	0.04%	Reduced
924	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$50.2K	$0	1	0.04%	Maintained
925	CB Community Bank Dewitt, New York	$50K	+$17K	1	0.01%	Increased