← 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
1051	PFA Pathway Financial Advisors South Burlington, Vermont	$191K	$0	2	0.11%	Maintained
1052	Quadrant Capital Group Cincinnati, Ohio	$187K	+$4.99K	3	0.07%	Increased
1053	TL TrueWealth LLC Atlanta, Georgia	$186K	-$84.5K	2	0.09%	Reduced
1054	GLI Guardian Life Insurance New York	$184K	-$72.6K	1	0.03%	Reduced
1055	Smithfield Trust Pittsburgh, Pennsylvania	$184K	$0	2	0.02%	Maintained
1056	Capital Analysts LLC Fort Washington, Pennsylvania	$180K	+$28.7K	1	0.02%	Increased
1057	FEG Financial Enhancement Group Anderson, Indiana	$180K	+$183K	1	0.06%	New
1058	Harvest Fund Management Beijing, China	$163K	+$86.5K	2	0.03%	Increased
1059	PCA Peddock Capital Advisors Braintree, Massachusetts	$162K	$0	1	0.09%	Maintained
1060	LNB Ledyard National Bank	$157K	-$7.72K	2	0.02%	Reduced
1061	C Cerebellum San Francisco, California	$156K	-$118K	1	0.2%	Reduced
1062	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$155K	+$154K	2	0.02%	New
1063	PCP Proficio Capital Partners Newton, Massachusetts	$154K	+$395	3	0.05%	Increased
1064	First Manhattan New York	$153K	-$1.13M	2	0%	Reduced
1065	CPP Crow Point Partners Boston, Massachusetts	$148K	+$99.7K	1	0.03%	Increased
1066	EA Edge Advisors Atlanta, Georgia	$143K	+$25.3K	2	0.01%	Increased
1067	PCG Private Capital Group West Hartford, Connecticut	$140K	+$53.8K	3	0.03%	Increased
1068	WIM Westside Investment Management Santa Monica, California	$138K	$0	1	0.08%	Maintained
1069	MRCM M&R Capital Management Summit, New Jersey	$136K	-$57.4K	1	0.03%	Reduced
1070	CPA Clear Perspective Advisors Aurora, Illinois	$133K	$0	1	0.1%	Maintained
1071	TCI Wealth Advisors Tucson, Arizona	$133K	-$309	2	0.06%	Reduced
1072	AIA Arcadia Investment Advisors Eagle, Idaho	$130K	-$23.1K	1	0.11%	Reduced
1073	Edmond de Rothschild Holding Chambesy, Switzerland	$127K	-$423K	1	0%	Reduced
1074	SBL Sargent Bickham Lagudis Boulder, Colorado	$125K	-$20.7K	1	0.02%	Reduced
1075	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$123K	+$5.02K	2	0.05%	Increased