← 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
1001	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$390K	+$391K	1	0.06%	New
1002	MRCM M&R Capital Management Summit, New Jersey	$388K	+$214K	1	0.09%	Increased
1003	CBU CIBC Bank USA Chicago, Illinois	$387K	+$3.19K	1	0.05%	Increased
1004	Wilmington Savings Fund Society Wilmington, Delaware	$386K	$0	1	0.02%	Maintained
1005	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$385K	-$38.3K	1	0.07%	Reduced
1006	NA Neuburgh Advisers Los Angeles, California	$383K	$0	1	0.01%	Maintained
1007	NL NWAM LLC Mercer Island, Washington	$383K	$0	1	0.09%	Maintained
1008	IR Invictus RG Hamilton, Bermuda	$381K	-$823K	1	0.32%	Reduced
1009	Glenview Trust Louisville, Kentucky	$376K	$0	1	0.03%	Maintained
1010	Kingsview Wealth Management Grants Pass, Oregon	$376K	+$352K	1	0.09%	New
1011	Edmond de Rothschild Holding Chambesy, Switzerland	$374K	+$210K	1	0.01%	Increased
1012	FC Ferris Capital Marlborough, Massachusetts	$374K	-$19.1K	1	0.16%	Reduced
1013	Mission Wealth Management Santa Barbara, California	$366K	+$342K	1	0.05%	New
1014	CFA Cahill Financial Advisors Edina, Minnesota	$362K	+$12.8K	1	0.17%	Increased
1015	HFM Hartford Financial Management Hartford, Connecticut	$361K	$0	2	0.13%	Maintained
1016	Schonfeld Strategic Advisors New York	$360K	-$5.72M	1	0.02%	Reduced
1017	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$356K	+$333K	1	0.02%	New
1018	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$355K	-$2.72K	1	0.07%	Reduced
1019	Choreo LLC Rockford, Illinois	$354K	-$66.2K	1	0.05%	Reduced
1020	GTAM Global Trust Asset Management West Palm Beach, Florida	$352K	-$261K	1	0.26%	Reduced
1021	Avantax Planning Partners Dubuque, Iowa	$350K	-$223K	1	0.03%	Reduced
1022	Capital International Inc Los Angeles, California	$350K	$0	1	0.05%	Maintained
1023	Davenport & Co Richmond, Virginia	$347K	+$325K	1	0%	New
1024	YMRC Yorktown Management & Research Company Forest, Virginia	$347K	$0	1	0.1%	Maintained
1025	RNC Capital Management Los Angeles, California	$345K	+$347K	1	0.02%	New