← 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
926	AIS AlphaOne Investment Services West Chester, Pennsylvania	$254K	-$261K	1	0.08%	Reduced
927	CA Calton & Associates Tampa, Florida	$253K	+$221K	2	0.06%	New
928	KI Koch Industries Wichita, Kansas	$253K	+$246K	1	0.04%	New
929	JSP Jackson Square Partners Larkspur, California	$249K	+$238K	1	0%	New
930	Luther King Capital Management (LKCM) Fort Worth, Texas	$249K	-$99.4K	1	0%	Reduced
931	HFM Hartford Financial Management Hartford, Connecticut	$248K	$0	2	0.12%	Maintained
932	IHT Wealth Management Chicago, Illinois	$246K	+$52.3K	2	0.07%	Increased
933	CBU CIBC Bank USA Chicago, Illinois	$243K	-$3.57K	1	0.03%	Reduced
934	LCP Legacy Capital Partners Milwaukee, Wisconsin	$235K	-$51K	1	0.12%	Reduced
935	OneDigital Investment Advisors Overland Park, Kansas	$234K	-$37.3K	2	0.03%	Reduced
936	TL TrueWealth LLC Atlanta, Georgia	$229K	+$225K	2	0.11%	New
937	Buckingham Strategic Wealth Clayton, Missouri	$228K	-$5.2K	1	0.05%	Reduced
938	HT Heritage Trust Oklahoma City, Oklahoma	$227K	$0	1	0.08%	Maintained
939	AIA Allegis Investment Advisors Idaho Falls, Idaho	$226K	-$5.09K	1	0.07%	Reduced
940	AP Appleton Partners Boston, Massachusetts	$226K	+$226K	1	0.04%	New
941	FAIM Financial Advocates Investment Management Olympia, Washington	$226K	+$225K	1	0.03%	New
942	GLI Guardian Life Insurance New York	$226K	+$67.3K	1	0.05%	Increased
943	Crestwood Advisors Group Boston, Massachusetts	$225K	$0	1	0.02%	Maintained
944	CWA Asset Management Group Naples, Florida	$225K	+$224K	1	0.06%	New
945	NWS Newport Wealth Strategies Irvine, California	$225K	+$201K	1	0.16%	New
946	Aristotle Atlantic Partners Sarasota, Florida	$224K	+$224K	1	0.08%	New
947	RWM RKL Wealth Management Lancaster, Pennsylvania	$223K	+$222K	1	0.06%	New
948	NAM North American Management Boston, Massachusetts	$222K	$0	1	0.03%	Maintained
949	TF Tompkins Financial Ithaca, New York	$222K	$0	1	0.05%	Maintained
950	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$221K	+$221K	1	0.04%	New