← 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	PIM Parker Investment Management Menlo Park, California	$566K	-$573K	1	0.19%	Reduced
927	BL BFSG LLC Irvine, California	$565K	+$529K	1	0.25%	New
928	CB CNB Bank Clearfield, Pennsylvania	$565K	-$39.3K	1	0.33%	Reduced
929	CCP Corient Capital Partners Newport Beach, California	$565K	+$81.3K	1	0.1%	Increased
930	FAIM Financial Advocates Investment Management Olympia, Washington	$563K	+$72.1K	1	0.07%	Increased
931	GBT Grove Bank & Trust Miami, Florida	$561K	-$8.93K	1	0.24%	Reduced
932	Waldron Private Wealth Bridgeville, Pennsylvania	$558K	$0	1	0.12%	Maintained
933	Welch & Forbes Boston, Massachusetts	$558K	+$204K	1	0.01%	Increased
934	FHA Flagship Harbor Advisors Boston, Massachusetts	$556K	+$235K	2	0.11%	Increased
935	RFO RiverGlades Family Offices Naples, Florida	$556K	$0	1	0.48%	Maintained
936	AP Appleton Partners Boston, Massachusetts	$552K	+$44.9K	2	0.08%	Increased
937	FI FormulaFolio Investments Grand Rapids, Michigan	$550K	+$514K	1	0.03%	New
938	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$546K	+$173K	2	0.06%	Increased
939	Cetera Advisors Denver, Colorado	$545K	+$72K	1	0.03%	Increased
940	FFWA FRG Family Wealth Advisors Bellevue, Washington	$538K	+$503K	1	0.16%	New
941	CC Cadinha & Co Honolulu, Hawaii	$537K	+$8.93K	1	0.1%	Increased
942	CAN Claraphi Advisory Network Aliso Viejo, United States	$535K	+$223K	2	0.35%	Increased
943	SFSIG San Francisco Sentry Investment Group San Francisco, California	$535K	-$43K	1	0.22%	Reduced
944	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$534K	+$693	2	0.4%	Increased
945	SFG Summit Financial Group Moorefield, West Virginia	$533K	$0	1	0.41%	Maintained
946	Montag & Associates Atlanta, Georgia	$529K	+$39.3K	1	0.05%	Increased
947	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$522K	+$225K	2	0.62%	Increased
948	BA Boston Advisors Boston, Massachusetts	$518K	-$1.13M	1	0.01%	Reduced
949	Circle Wealth Management Summit, New Jersey	$517K	$0	1	0.18%	Maintained
950	Driehaus Capital Management Chicago, Illinois	$517K	+$520K	1	0.02%	New