← 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	Capital International Inc Los Angeles, California	$286K	-$18.6K	1	0.04%	Reduced
902	PI Parkside Investments Deerfield, Illinois	$286K	-$61.1K	1	0.14%	Reduced
903	Savant Capital Rockford, Illinois	$285K	$0	1	0.06%	Maintained
904	Wilmington Savings Fund Society Wilmington, Delaware	$285K	$0	1	0.02%	Maintained
905	Avantax Planning Partners Dubuque, Iowa	$284K	-$146K	1	0.03%	Reduced
906	HH HWG Holdings Houston, Texas	$284K	+$283K	1	0.24%	New
907	Washington Trust Westerly, Rhode Island	$282K	$0	1	0.02%	Maintained
908	AW ACG Wealth Atlanta, Georgia	$280K	-$39.4K	1	0.04%	Reduced
909	PAS Partnervest Advisory Services Santa Barbara, California	$280K	-$10.2K	1	0.14%	Reduced
910	TDC Thompson Davis & Co Richmond, Virginia	$279K	-$86.3K	1	0.66%	Reduced
911	IFWM Institute for Wealth Management Denver, Colorado	$278K	+$265K	1	0.06%	New
912	Choreo LLC Rockford, Illinois	$277K	-$43.7K	1	0.03%	Reduced
913	Glenview Trust Louisville, Kentucky	$277K	$0	1	0.02%	Maintained
914	Welch & Forbes Boston, Massachusetts	$275K	+$4.89K	1	0.01%	Increased
915	CGL Clarius Group LLC Seattle, Washington	$274K	+$6.22K	1	0.12%	Increased
916	CPH C Partners Holding Zurich, Switzerland	$274K	+$267K	1	0.11%	New
917	Alpha Cubed Investments Irvine, California	$271K	-$355K	1	0.04%	Reduced
918	OIA Optimum Investment Advisors Chicago, Illinois	$271K	+$5.09K	1	0.09%	Increased
919	AWA Arete Wealth Advisors Chicago, Illinois	$264K	-$20.4K	1	0.09%	Reduced
920	VAM Visionary Asset Management Houston, Texas	$263K	+$6.29K	1	0.07%	Increased
921	NB NBT Bank Norwich, New York	$261K	+$261K	1	0.04%	New
922	SG StoneX Group New York	$260K	+$259K	1	0.27%	New
923	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$256K	+$255K	1	0.12%	New
924	CFA Cahill Financial Advisors Edina, Minnesota	$256K	$0	1	0.13%	Maintained
925	C Cerebellum San Francisco, California	$256K	+$250K	2	0.18%	New