← 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	PHK Point72 Hong Kong Hong Kong	$432K	+$396K	2	0.15%	Increased
977	RWA Ropes Wealth Advisors Boston, Massachusetts	$431K	$0	1	0.12%	Maintained
978	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$430K	$0	1	0.04%	Maintained
979	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$428K	-$8.04K	1	0.25%	Reduced
980	CAM Cypress Asset Management Houston, Texas	$428K	+$430K	1	0.13%	New
981	XS XR Securities Chicago, Illinois	$427K	+$399K	1	0.15%	New
982	ATC Argent Trust Co Nashville, Tennessee	$425K	+$399K	1	0.05%	New
983	TDC Thompson Davis & Co Richmond, Virginia	$424K	+$35.7K	1	1.01%	Increased
984	Savant Capital Rockford, Illinois	$423K	+$26.8K	1	0.09%	Increased
985	Hancock Whitney Gulfport, Mississippi	$421K	+$394K	1	0.02%	New
986	HWA HCR Wealth Advisors Los Angeles, California	$420K	-$51K	1	0.14%	Reduced
987	MC Miles Capital West Des Moines, Iowa	$419K	-$2.93K	1	0.26%	Reduced
988	SG StoneX Group New York	$417K	+$94.7K	1	0.36%	Increased
989	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$414K	-$28.9M	1	0%	Reduced
990	Williams Jones & Associates New York	$413K	+$386K	1	0.01%	New
991	First Pacific Advisors El Segundo, California	$409K	+$383K	1	0%	New
992	CDH Charles D. Hyman	$406K	$0	1	0.05%	Maintained
993	AF Affiance Financial St. Louis Park, Minnesota	$403K	$0	1	0.31%	Maintained
994	Horizon Kinetics New York	$401K	-$41.6K	1	0.01%	Reduced
995	AWA ARS Wealth Advisors St. Petersburg, Florida	$400K	+$25.5K	1	0.14%	Increased
996	OI Oakbrook Investments Lisle, Illinois	$400K	+$375K	1	0.03%	New
997	Washington Trust Westerly, Rhode Island	$400K	+$23.7K	2	0.02%	Increased
998	GCA Gideon Capital Advisors New York	$396K	+$423K	1	0.2%	New
999	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$395K	-$287K	1	0.21%	Reduced
1000	AWA Arete Wealth Advisors Chicago, Illinois	$391K	-$62.9K	1	0.09%	Reduced