← 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
976	FRA Front Row Advisors Tiburon, California	$169K	+$169K	1	0.13%	New
977	RPC Rossmore Private Capital Glastonbury, Connecticut	$168K	+$168K	1	0.17%	New
978	PFA Pathway Financial Advisors South Burlington, Vermont	$167K	+$166K	2	0.1%	New
979	BTIS BB&T Investment Services Charlotte, North Carolina	$164K	+$11.4K	3	0.03%	Increased
980	Quadrant Capital Group Cincinnati, Ohio	$160K	-$1.95K	3	0.06%	Reduced
981	SLF Sun Life Financial Toronto, Ontario, Canada	$154K	-$360K	1	0.02%	Reduced
982	Smithfield Trust Pittsburgh, Pennsylvania	$151K	+$81.2K	2	0.02%	Increased
983	LNB Ledyard National Bank	$144K	-$2.04K	2	0.02%	Reduced
984	PCA Peddock Capital Advisors Braintree, Massachusetts	$143K	$0	1	0.07%	Maintained
985	Brown Brothers Harriman & Co New York	$141K	+$24.7K	2	0%	Increased
986	IWP Icon Wealth Partners Houston, Texas	$136K	+$135K	2	0.07%	New
987	RBC Roble Belko & Company Sewickley, Pennsylvania	$136K	+$124K	2	0.06%	Increased
988	AIA Arcadia Investment Advisors Eagle, Idaho	$135K	+$135K	1	0.12%	New
989	AOWM Alpha Omega Wealth Management Richmond, Virginia	$133K	-$30.6K	1	0.07%	Reduced
990	Capital Analysts LLC Fort Washington, Pennsylvania	$132K	$0	1	0.02%	Maintained
991	WIM Westside Investment Management Santa Monica, California	$130K	$0	1	0.07%	Maintained
992	SIA SeaBridge Investment Advisors Summit, New Jersey	$130K	$0	1	0.03%	Maintained
993	PCP Proficio Capital Partners Newton, Massachusetts	$129K	+$4.3K	3	0.04%	Increased
994	SBL Sargent Bickham Lagudis Boulder, Colorado	$128K	+$48.3K	1	0.02%	Increased
995	VNA Valley National Advisers Bethlehem, Pennsylvania	$124K	+$102K	2	0.04%	Increased
996	TCI Wealth Advisors Tucson, Arizona	$114K	$0	2	0.05%	Maintained
997	MUS Mitsubishi UFJ Securities Tokyo, Japan	$111K	-$31.6K	1	0.47%	Reduced
998	Valeo Financial Advisors Carmel, Indiana	$107K	+$51.3K	2	0.02%	Increased
999	CPA Clear Perspective Advisors Aurora, Illinois	$105K	$0	1	0.08%	Maintained
1000	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$105K	-$10.2K	1	0.27%	Reduced