← 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	AB Atlas Brown Louisville, Kentucky	$347K	+$7K	1	0.06%	Increased
952	CDH Charles D. Hyman	$347K	$0	1	0.04%	Maintained
953	Great Lakes Advisors Chicago, Illinois	$347K	-$55K	1	0.01%	Reduced
954	Bridgewater Associates Westport, Connecticut	$341K	-$4.17M	1	0%	Reduced
955	AW ACG Wealth Atlanta, Georgia	$340K	+$21.9K	1	0.05%	Increased
956	CGL Clarius Group LLC Seattle, Washington	$339K	-$7.72K	1	0.15%	Reduced
957	FC Ferris Capital Marlborough, Massachusetts	$336K	-$90.1K	1	0.14%	Reduced
958	Savant Capital Rockford, Illinois	$336K	+$12.4K	1	0.07%	Increased
959	IC Intersect Capital San Ramon, California	$334K	+$1.38K	1	0.18%	Increased
960	HFM Hartford Financial Management Hartford, Connecticut	$333K	+$25.8K	2	0.17%	Increased
961	TDC Thompson Davis & Co Richmond, Virginia	$329K	+$11.5K	1	0.87%	Increased
962	Wilmington Savings Fund Society Wilmington, Delaware	$329K	+$5.17K	1	0.02%	Increased
963	CBU CIBC Bank USA Chicago, Illinois	$328K	+$50K	1	0.04%	Increased
964	NL NWAM LLC Mercer Island, Washington	$327K	-$19.4K	1	0.08%	Reduced
965	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$325K	-$3.79K	1	0.03%	Reduced
966	Glenview Trust Louisville, Kentucky	$321K	+$5.17K	1	0.02%	Increased
967	TG TLP Group Evanston, Illinois	$321K	+$289K	2	0.22%	Increased
968	ZB Zions Bancorporation Salt Lake City, Utah	$321K	-$1.19M	1	0.07%	Reduced
969	Washington Trust Westerly, Rhode Island	$320K	$0	1	0.02%	Maintained
970	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$319K	-$65K	1	0.03%	Reduced
971	AWA ARS Wealth Advisors St. Petersburg, Florida	$318K	-$63.2K	1	0.12%	Reduced
972	IHT Wealth Management Chicago, Illinois	$318K	+$47.2K	2	0.09%	Increased
973	CG Clinton Group New York	$316K	-$2.06M	1	0.03%	Reduced
974	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$314K	+$310K	1	0.26%	New
975	DIM DC Investments Management Mclean, Virginia	$312K	-$21.1K	1	0.21%	Reduced