← 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	AWA Arete Wealth Advisors Chicago, Illinois	$391K	+$89K	1	0.13%	Increased
927	GVT Genesee Valley Trust Pittsford, New York	$388K	-$9.39K	1	0.16%	Reduced
928	AF Affiance Financial St. Louis Park, Minnesota	$387K	-$190K	1	0.34%	Reduced
929	Capital International Inc Los Angeles, California	$387K	+$101K	1	0.06%	Increased
930	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$387K	+$23K	1	0.44%	Increased
931	DBT Dubuque Bank & Trust Dubuque, Iowa	$387K	+$1.72K	2	0.06%	Increased
932	FIM Freedom Investment Management Hartford, Connecticut	$384K	+$51.4K	1	0.02%	Increased
933	YMRC Yorktown Management & Research Company Forest, Virginia	$384K	$0	1	0.11%	Maintained
934	AWM Altium Wealth Management Purchase, New York	$381K	+$51.2K	1	0.15%	Increased
935	Horizon Kinetics New York	$379K	-$67.3K	1	0.01%	Reduced
936	HighPoint Advisor Group Downers Grove, Illinois	$378K	+$12.1K	1	0.1%	Increased
937	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$373K	-$44.2K	1	0.19%	Reduced
938	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$373K	-$265K	2	0%	Reduced
939	Vident Investment Advisory Alpharetta, Georgia	$373K	-$19.2K	1	0.02%	Reduced
940	RWA Ropes Wealth Advisors Boston, Massachusetts	$368K	$0	1	0.1%	Maintained
941	Buckingham Strategic Wealth Clayton, Missouri	$367K	+$107K	1	0.07%	Increased
942	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$367K	+$4.59K	1	0.04%	Increased
943	HBK Sorce Advisory Erie, Pennsylvania	$365K	+$1.95K	1	0.05%	Increased
944	Choreo LLC Rockford, Illinois	$363K	+$46.5K	1	0.04%	Increased
945	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$363K	$0	1	0.07%	Maintained
946	MC Miles Capital West Des Moines, Iowa	$360K	+$356K	1	0.2%	New
947	KA Kaizen Advisory Wheaton, Illinois	$359K	+$287K	2	0.35%	Increased
948	Aspiriant LLC Los Angeles, California	$351K	+$347K	1	0.03%	New
949	PI Parkside Investments Deerfield, Illinois	$349K	+$23K	1	0.18%	Increased
950	Verition Fund Management Greenwich, Connecticut	$348K	-$226K	1	0.03%	Reduced