← 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
951	SWA Sutton Wealth Advisors Tampa, Florida	$219K	+$9.95K	2	0.16%	Increased
952	DF Dent & Co Baltimore, Maryland	$215K	+$214K	1	0.01%	New
953	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$215K	+$214K	1	0.04%	New
954	Heritage Wealth Advisors Richmond, Virginia	$211K	+$211K	1	0.09%	New
955	HPWM Highland Private Wealth Management Bellevue, Washington	$210K	+$209K	1	0.08%	New
956	Independent Advisor Alliance Charlotte, North Carolina	$208K	+$194K	1	0.05%	New
957	Allworth Financial Folsom, California	$205K	+$408	1	0.02%	Increased
958	Northeast Financial Consultants Westport, Connecticut	$205K	+$205K	1	0.07%	New
959	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$204K	+$204K	1	0.21%	New
960	AC Alley Company Lake Forest, Illinois	$204K	+$204K	1	0.07%	New
961	CHAM Clear Harbor Asset Management Stamford, Connecticut	$204K	+$204K	1	0.04%	New
962	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$204K	+$204K	1	0.07%	New
963	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$204K	-$13.8K	2	0.1%	Reduced
964	Fiera Capital (Canada) Montreal, Quebec, Canada	$203K	+$194K	1	0%	New
965	NewEdge Advisors New Orleans, Louisiana	$201K	+$188K	1	0.03%	New
966	HCM Hengehold Capital Management Cincinnati, Ohio	$200K	+$199K	1	0.05%	New
967	BAM Barrett Asset Management New York	$193K	+$20.4K	2	0.01%	Increased
968	PAM Paradigm Asset Management New York	$189K	-$25.5K	1	0.05%	Reduced
969	JFA JNBA Financial Advisors Bloomington, Minnesota	$187K	$0	1	0.04%	Maintained
970	Sumitomo Mitsui Financial Group Tokyo, Japan	$182K	+$180K	1	0.02%	New
971	HFP Holistic Financial Partners Indianapolis, Indiana	$176K	+$170K	2	0.14%	New
972	CG Cutler Group San Francisco, California	$175K	-$960K	1	0.01%	Reduced
973	Tower Research Capital (TRC) New York	$173K	-$199K	3	0.02%	Reduced
974	EMG ETF Managers Group Summit, New Jersey	$171K	+$23.2K	2	0.01%	Increased
975	MRCM M&R Capital Management Summit, New Jersey	$170K	+$12.7K	1	0.04%	Increased