← 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
1026	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$341K	-$115K	1	0.15%	Reduced
1027	AHB Abner Herrman & Brock Jersey City, New Jersey	$339K	$0	1	0.05%	Maintained
1028	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$333K	+$59.7K	1	0.23%	Increased
1029	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$333K	+$311K	1	0.03%	New
1030	Crestwood Advisors Group Boston, Massachusetts	$332K	+$7.02K	1	0.02%	Increased
1031	QCIG Quad-Cities Investment Group Davenport, Iowa	$332K	$0	1	0.31%	Maintained
1032	Independent Advisor Alliance Charlotte, North Carolina	$329K	+$57K	1	0.07%	Increased
1033	MA Mutual Advisors Omaha, Nebraska	$329K	+$39.3K	1	0.08%	Increased
1034	CAS Cue Advisory Services Phoenix, Arizona	$321K	-$4.34K	1	0.2%	Reduced
1035	PAS Partnervest Advisory Services Santa Barbara, California	$321K	-$8.93K	1	0.15%	Reduced
1036	NWS Newport Wealth Strategies Irvine, California	$320K	+$45K	1	0.37%	Increased
1037	MCP Mirador Capital Partners Pleasanton, California	$319K	+$321K	1	0.17%	New
1038	SS Sunbelt Securities Houston, Texas	$318K	+$65.3K	1	0.19%	Increased
1039	WPP Whalerock Point Partners Providence, Rhode Island	$316K	-$198K	1	0.25%	Reduced
1040	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$310K	-$60.6K	1	0.03%	Reduced
1041	BHB Bank Hapoalim BM Tel Aviv, Israel	$309K	+$289K	1	0.08%	New
1042	JSP Jackson Square Partners Larkspur, California	$309K	$0	1	0%	Maintained
1043	Alpha Cubed Investments Irvine, California	$308K	-$6.38K	1	0.04%	Reduced
1044	Harvest Fund Management Beijing, China	$304K	+$109K	2	0.05%	Increased
1045	MCM Maryland Capital Management Towson, Maryland	$304K	+$49.4K	1	0.04%	Increased
1046	HT Heritage Trust Oklahoma City, Oklahoma	$303K	$0	1	0.11%	Maintained
1047	Old Mission Capital Chicago, Illinois	$300K	+$280K	1	0.03%	New
1048	PT Plimoth Trust Plymouth, Massachusetts	$298K	+$33.8K	1	0.1%	Increased
1049	Allworth Financial Folsom, California	$295K	+$21.5K	2	0.01%	Increased
1050	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$295K	$0	1	0.18%	Maintained